About Filtering in the Bulk Data Form

The grid on the Bulk Data Form pages contains options that you can use to filter the records that appear in the grid by the values that are stored in those records. Each column in the grid represents one field in the associated record. In each column header, the icon appears and displays a menu with the following options, which you can use to filter the records by the values in that column:

For an example of using the Text Searching option, click hereClosed.

Assume that you want to see records whose Equipment Short Description field contains the value C-454. In this case, in the Equipment Short Description column, in the Text Searching section on the filter menu, you would specify the criteria as shown in the following image:

...and the grid would contain only records whose Equipment Short Description field contains the value C-454. In this case, the grid would look something like the following:

When you access the Bulk Data Form, if a filter is applied to the records by default, you will still be able apply your own filter to the records and remove the default filter from the records. However, the next time that you access the records using the URL, the default filter will appear.

When a filter is applied to the records in the grid, a description of the filter that is defined will appear at the bottom of the page. You can select multiple filter options at a time to define the desired filter so that you see only the records that you want to see at that time. If you apply more than one filter, the additional filter descriptions appear at the bottom of the page, separated by commas. For example, in the following image, you can see that there are two filtering options defined for this filter: Equipment Short Description != #4 SULFUR CONDENSER and Equipment ID in (HXST 78, HXST 77, HXST 8, HXST 79).

To the left of the filter description, the following icons appear:

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