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:
Equality: Contains the Equality check box and the list of field values that appear in the column from which you accessed the filter menu. The Equality check box lets you specify that you want to see only the records whose field contains the value that is equal to the one that you select in the list of values. For an example of using the Equality option, click here.
Greater or Equal: Contains the Greater or Equal check box and the Value text box. The Greater or Equal check box lets you specify that you want to see only the records whose field contains a value that is greater than or equal to the value that you type in the Value text box. The Value text box lets you type the value by which the records should be filtered. For an example of using the Greater or Equal option, click here.
Less or Equal: Contains the Less or Equal check box and the Value text box. The Less or Equal check box lets you specify that you want to see only the records whose values are less than or equal to the value that you type in the Value text box. The Value text box lets you type the value by which the records should be filtered. For an example of using the Less or Equal option, click here.
Range Filter: Contains the Range Filter check box and the From and To text boxes. The Range Filter check box lets you specify that you want to see only the records whose field contains a value that falls between (or include) the range that you define using the values that you type in the From and To text boxes. The From and To text boxes let you type the values by which the records should be filtered. For an example of using the Range Filter option, click here.
Text Searching: Contains the following options, which you can use to search for the desired records:
Text Searching check box: Lets you specify that you want to search for the records that contain the search criteria specified in theSearch Typelist andFindtext box.
Search Type list: Lets you specify the degree to which you want to search for the value that you type in the Find text box. This list contains the following options:
Starts With: Specifies that you want to search for records whose field contains a value that begins with the value in the Find text box.
Ends With: Specifies that you want to search for records whose field contains a value that ends with the value in the Find text box.
Contains: Specifies that you want to search for records whose field contains a value that includesthe value in the Find text box.
Equals: Specifies that you want to search for records whose field contains a value that matches exactly the value in the Find text box.
Find text box: Lets you specify the value by which the records should be filtered.
For an example of using the Text Searching option, click here.
Not Equal: Contains the Not Equal check box and the list of field values that appear in the column from which you accessed the filter options menu. The Not Equal check box lets you specify that you want to see only the records whose field does not contain the value that is equal to the one that you select in the list of values. For an example of using the Not Equal option, click here.
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:
: Removes the filter from the grid, and you will need to re-define the filter to apply it to the grid again.
: Indicates that the filter is currently applied to the grid. You can clear a filter from the grid (without removing the filter altogether) by clearing this check box. To re-apply the filter to the grid, select this check box.
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