View Menu

View Menu

The View Menu controls the available display options. You can switch between how your entries are shown: either as a single list (Flattened List) or organized by category (Nested Tree). You can choose whether or not to display a toolbar, and if so, whether to use the 'Classic' or 'New' toolbar icons. The toolbar itself is also customizable. You can also expand or collapse all the groups displayed in the Nested Tree view, display subsets of the entries, filter the entries displayed to match any criteria, select the font in which the entries are displayed and display reports of merge, compare, import and other advanced operations.

Switching Between Nested Tree and Flattened List Views

  1. Go to the View menu
  2. Select Nested Tree or Flattened List

Customizing the Flattened List View

You can control what information is displayed in this view and in what manner as follows:
  • Column width adjustment
    • Fit: Hover over right boundary so pointer changes to resize cursor. Double-click.
    • Resize: Hover cursor over right boundary, left-click drag. Not all columns can be resized this way.
  • Sort
    Left-click on a heading sorts by that columns values in ascending order.
    Subsequent clicks on same heading toggles between descending and ascending
  • Column Picker
    Right-click on the header row in order to access Column Picker or Reset Columns options:
    • To add a column, drag its name from the Column Picker, and drop it on a column heading to add to its left (except Icon, which always appears at the far left)
    • To remove a column, drag its heading onto the Column Picker and release. (Title and User Name cannot be removed)
    • To reorder, drag, and drop when a boundary is highlighted blue. If no highlighting appears, repositioning is not possible.
    • Reset Columns:
      First use removes added columns, replaces removed columns, resets order. A second reset properly resets widths.

Controlling the Toolbars

To display or hide the toolbar, check or uncheck the Toolbar Visible menu item.
To use "new" or "classic" toolbar icons, select the "New Toolbar" or "Classic Toolbar" menu item, respectively.

Dragbar

The "Dragbar" is a special toolbar that allows you to paste parts of the currently selected entry by "dragging" the icon specifying the part you want to paste to where you want it to be pasted to. For example, to paste the "Notes" text of a given entry to another application using the Dragbar, select the entry, and then drag the "N" icon from the Dragbar to the application. When you release the left mouse button, the contents of the Notes field will be pasted to the application. The Dragbar will disable ("grey out") icons for fields that are empty in the selected entry.
The 'AutoType' Dragbar button behaves in a slightly different manner: Dragging it to an input area on another Window (e.g. Browser) will cause Password Safe to begin AutoType from there.

Notes:

  • There appears to be an issue using the new AutoType Dragbar image with Internet Explorer (tested with V7, V8 & V9) in that any characters typed before the first tab character are lost. This does NOT occur with Firefox and Chrome browsers. Although we have a solution for this (we send a Tab followed by a Shift+Tab to return to the selected window only when using this Dragbar AutoType image), the side-effect is that you can only use the Dragbar AutoType image to replace any existing string in that window by the expanded AutoType string. If dropped in a window of another application the result will depend on how that application processes the Tab and Shift+Tab characters.
  • If the control key is pressed while clicking on a Dragbar icon, the relevant text is copied to the clipboard in addition to being pasted when the mouse button is released. This can be useful in cases where the drop "missed" by a pixel or two, allowing you to perform a paste operation, rather than trying to drag again.

To display or hide the Dragbar, check or uncheck the Dragbar Visible menu item.

Expand All

Expands all groups, making all entries visible (Nested Tree view only).

Collapse All

Collapses all groups (Nested Tree view only).

Subviews

Subviews

"Subviews" are predefined filters that when selected, show only the entries that match their criteria.

As all filters, they can be cleared by double-clicking the red and white striped "filter active" indicator at the bottom right of the Status Bar, as can be seen in the following images where the filter is active.

1. Unsaved changes

If item Save database immediately after Edit or Add in menu Manage → Options → Backups is unchecked, changed item will not be saved immediately, but they will be shown in a different colour. See the next picture:

Overview of all entries:
Data with changes

By checking this item, only changed and unsaved items will be shown. If this filter is active and you save your database changes, it will be cancelled and the full database will be displayed.

Overview of all changed entries:
Data, only changes

Note: As long as there are some unsaved items, there will be a "*" in the status area at the bottom of the application's window.

2. Expiry dates

If you select this menu item, only entries with a defined expiry date will be shown in the list. It does not matter that the expiry date is in the past or future.

If there aren't any entries with expiry date, this menu item will be grayed out.

Expired Password Filter

3. Last Find results

If you select this menu item, only entries that were found during the last Find operation will be shown. If a Find hadn't been performed or it had been cleared, then this menu item will be grayed out. If the Find Toolbar was visible when this filter was activated, it will be closed, since no new Finds can be performed whilst this filter is active. Find Next (F3) and Find Previous (Shift-F3) will still be available.

Note: If this filter is active, as it is based on displaying entries in the database found during the last Find operation and only these, i.e. the Find operation is not redone should the database be changed. For example:

  • If an entry is edited so that it no longer satisfies the previous Find, it will still be displayed.
  • If an entry is duplicated, the new copy will not be included in the display.
  • If an entry is deleted, it will be removed from the display.
  • If the above deleted entry is reinstated, i.e. via Undo (Ctrl-Z), the entry will again be displayed.
  • If new entries are added either directly or, say, via Merge, these will also not be displayed as they were not in the database when the last Find operation was performed.

Last Find Filter

User defined Filters

A "filter" is a criteria (or set of criteria) that an entry either matches or doesn't match. Password Safe allows you to define filters and display only those entries that match a given filter. For more information on defining and using filters, see here.

Change Font

Change Fonts

Select a different font for displaying entries in the List or Tree views, and for displaying passwords in the Add and Edit Entry dialog boxes. You can also specify the font to use in the Virtual Keyboard. Note that this font must be able to display Unicode characters. Supported fonts include: "Arial Unicode MS" (which comes with Microsoft's Office suite), "Arial Unicode" and "Lucida Sans Unicode", although you may select another using the appropriate menu item.

Reports

View Reports

If you save the results of Compare, Export, Find, Import, Merge, Synchronize and Validate operations to disk, they are stored in the same directory as the database. If you repeat one of these operations and again save the report to disk, it will overwrite any previous report for this operation without requesting permission. You may view these reports at a later date when you open a database in this same directory.

Refresh F5

Refreshes the display either by pressing the F5 key or clicking on this menu item.