Difference between revisions of "Search and Results Dashboard Main Toolbar"

From ProStar Geocorp
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For example, opening the '''Operation Maintenance''' item, and selecting the '''Maintenance''' '''Report''' sub-item opens the '''Search Dashboard''' in the lower left portion of the window.
 
For example, opening the '''Operation Maintenance''' item, and selecting the '''Maintenance''' '''Report''' sub-item opens the '''Search Dashboard''' in the lower left portion of the window.
  
[[File:TE Search and Results Dashboard 1.png]]
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[[File:TE Search and Results Dashboard 1.png|RTENOTITLE|link=]]
  
 
After you enter your search criteria and then click '''Search''', (or just click '''Search''' without adding criteria) the Results Grid and available tools displays below:
 
After you enter your search criteria and then click '''Search''', (or just click '''Search''' without adding criteria) the Results Grid and available tools displays below:
  
[[File:TE Search and Results Dashboard 2.png]]
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[[File:TE Search and Results Dashboard 2.png|RTENOTITLE|link=]]
  
 
*Users can scroll up or down left or right to display more information.  
 
*Users can scroll up or down left or right to display more information.  
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The Results grid offers tools allowing users to edit items, map records, view more or less information, and export information.
 
The Results grid offers tools allowing users to edit items, map records, view more or less information, and export information.
  
[[File:TE Search and Results Dashboard 3.png]]
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[[File:TE Search and Results Dashboard 3.png|RTENOTITLE|link=]]
  
 
 
 
 
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Select the location and change the name as necessary, then click '''Save'''.
 
Select the location and change the name as necessary, then click '''Save'''.
  
[[File:TE Search and Results Dashboard 4.png]]
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[[File:TE Search and Results Dashboard 4.png|RTENOTITLE|link=]]
  
 
'''NOTE''': to export all records (and not just the records that currently display, you must select '''All Records''' from the '''Records Per Page''' field (see below).
 
'''NOTE''': to export all records (and not just the records that currently display, you must select '''All Records''' from the '''Records Per Page''' field (see below).
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Use the&nbsp;'''Drill Down Filter'''&nbsp;field to narrow the list of results in the Results Grid.&nbsp;<br/> Start typing a value in the&nbsp;'''Drill Down Filter'''&nbsp;field (for example, a UserID, a Form Name, a date), and the results grid will narrow the results to display only those Forms with that value included.
 
Use the&nbsp;'''Drill Down Filter'''&nbsp;field to narrow the list of results in the Results Grid.&nbsp;<br/> Start typing a value in the&nbsp;'''Drill Down Filter'''&nbsp;field (for example, a UserID, a Form Name, a date), and the results grid will narrow the results to display only those Forms with that value included.
  
[[File:TE Search and Results Dashboard 5.png]]
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[[File:TE Search and Results Dashboard 5.png|RTENOTITLE|link=]]
  
 
&nbsp;
 
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''NOTE: to Export all records, you must have all records displaying in the Results grid.''
 
''NOTE: to Export all records, you must have all records displaying in the Results grid.''
  
''[[File:TE Search and Results Dashboard 6.png]]''
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''[[File:TE Search and Results Dashboard 6.png|RTENOTITLE|link=]]''

Revision as of 14:38, 5 September 2018



Overview

Selecting one of the main and sub-items in the Administration and Module Dashboard automatically opens the Search Dashboard directly below it.

For example, opening the Operation Maintenance item, and selecting the Maintenance Report sub-item opens the Search Dashboard in the lower left portion of the window.

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After you enter your search criteria and then click Search, (or just click Search without adding criteria) the Results Grid and available tools displays below:

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  • Users can scroll up or down left or right to display more information.
  • Users can also drag the border of the dashboard to the right, thus expanding the amount of information visible in the grid.

The Results grid offers tools allowing users to edit items, map records, view more or less information, and export information.

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Edit

Depending upon the type of information you're querying, users may or may not have the option to "edit" a specific feature. 
If the Edit button displays, then select the applicable record in the grid, then click the Edit button (for example, click the Edit Maintenance Report button as shown in the image).

 

MapIt

Depending upon the type of information you're querying, users may or may not have the option to see the specific location of that item on the Map. 
If the MapIt button displays, then select the applicable record, then click the MapIt button, and the map will zoom to the specific location on the map, with a point, line or polygon indicating the location of that feature. 
Another option is to double-click the record. Double-clicking the record has the same result as clicking the MapIt button.

 

Column Filter

Use the Column Filter button to select which columns display in the Results Grid.

Click the down-arrow to open the list of columns, then select or clear the check boxes next to the column title.

 

Export Visible Fields

Click the Export Visible Fields button to export the current list of issues displayed, with the current visible set of columns.

A browser window displays, allowing you to select the location to save the file, and the option to change the name.

Select the location and change the name as necessary, then click Save.

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NOTE: to export all records (and not just the records that currently display, you must select All Records from the Records Per Page field (see below).

 

Export All Fields

Click the Export All Fields button to export the current list of issues displayed, with ALL columns available.

A browser window displays, allowing you to select the location to save the file, and the option to change the name.

Selection the location and change the name as necessary, then click Save
NOTE: to export all records (and not just the records that currently display, you must select All Records from the Records Per Page field (see below).

 

Drill Down Filter

Use the Drill Down Filter field to narrow the list of results in the Results Grid. 
Start typing a value in the Drill Down Filter field (for example, a UserID, a Form Name, a date), and the results grid will narrow the results to display only those Forms with that value included.

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Records Per Page

Use the Records Per Page field to control how many records display in the Results Grid.

NOTE: to Export all records, you must have all records displaying in the Results grid.

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