Difference between revisions of "Searching and Filtering Searches"

From ProStar Geocorp
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#<span style="color:#1f497d">Kendo UI Grid search update.</span> <ol style="list-style-type:lower-alpha">
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== Search and Results ==
</ol>  </ol>
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*<span style="color:#1f497d">This update did changed how the user searches initially. The<br/> Old:<br/> [[File:|211x208px]]<br/> New:<br/> [[File:|224x167px]]</span>
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*<span style="color:#1f497d">Once search is pressed, it no longer opens a table below in the dashboard. It will now open in a new full window dialog in the main screen:<br/> [[File:|1079x608px]]</span>
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*<span style="color:#1f497d">Using Mapit Will minimize the window and take you to the feature (MapIt also works with user added layers):<br/> [[File:|964x609px]]</span>
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*<span style="color:#1f497d">Clicking on the minimized dialog will resize it.</span>
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*<span style="color:#1f497d">You can also now do concurrent searches, which is done via tabs in the dialog:<br/> [[File:|639x403px]]</span>
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*<span style="color:#1f497d">All Mapable layers now have the ability to be filtered on the map by the kendo search grid. The map filters are controlled by the drill down AND the individual column filters. The map filter buttons are disabled if there are no grid filters active.<br/> [[File:|548x347px]]</span>
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*<span style="color:#1f497d">Once a filter is applied, the “Filter Map” button is enabled. The filter only works when the layer you are filtering has columns that match the filter. Some layers are configured differently than the search grid, so if the column in the grid does not have a match in the layer, it will ignore this filter when you filter the map.<br/> [[File:|551x352px]]</span>
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*<span style="color:#1f497d">After you click “Filter Map” the “Clear Map Filter” button is enabled and will clear all map filters when clicked.<br/> [[File:|634x405px]]</span>
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*<span style="color:#1f497d">The gird has also applied column filters for each column. Different Column types have different filters. (Numbers, Dates, Text, etc)<br/> [[File:|956x445px]]<br/> As you can see there are a lot of different options.<br/> [[File:|142x223px]]</span>
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*<span style="color:#1f497d">Add/Remove visible columns from the table</span><br/> &nbsp;
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*</ol>
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<span style="font-size:11.0pt"><span style="font-family:"><span style="color:#1f497d">The drill down filter now has new functionality. You can pick between the drill down filter checking for all columns in the DB, or only columns that are currently visible. The filter is also now setup to query ALL columns, not just text fields. Any fields that are not text are treated as text for the search to add functionality and usability for columns that may not be text. It defaults to visible columns, for efficiency purposes.</span></span></span>
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&nbsp;
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= Search and Results Dashboard Main Toolbar =
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Selecting one of the main and sub-items in the&nbsp;'''Administration and Module Dashboard'''&nbsp;automatically opens the&nbsp;'''Search Dashboard'''&nbsp;directly below it.
 
Selecting one of the main and sub-items in the&nbsp;'''Administration and Module Dashboard'''&nbsp;automatically opens the&nbsp;'''Search Dashboard'''&nbsp;directly below it.
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For example, opening the&nbsp;'''Operation Maintenance'''&nbsp;item, and selecting the&nbsp;'''Maintenance'''&nbsp;'''Report'''&nbsp;sub-item opens the&nbsp;'''Search Dashboard'''&nbsp;in the lower left portion of the window.
 
For example, opening the&nbsp;'''Operation Maintenance'''&nbsp;item, and selecting the&nbsp;'''Maintenance'''&nbsp;'''Report'''&nbsp;sub-item opens the&nbsp;'''Search Dashboard'''&nbsp;in the lower left portion of the window.
  
http://prostarcorpsupport.com/images/7/74/TE_Search_and_Results_Dashboard_1.png
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[http://prostarcorpsupport.com/images/7/74/TE_Search_and_Results_Dashboard_1.png http://prostarcorpsupport.com/images/7/74/TE_Search_and_Results_Dashboard_1.png]
  
 
After you enter your search criteria and then click&nbsp;'''Search''', (or just click&nbsp;'''Search'''&nbsp;without adding criteria) the Results Grid and available tools displays below:
 
After you enter your search criteria and then click&nbsp;'''Search''', (or just click&nbsp;'''Search'''&nbsp;without adding criteria) the Results Grid and available tools displays below:
  
http://prostarcorpsupport.com/images/0/0c/TE_Search_and_Results_Dashboard_2.png
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[http://prostarcorpsupport.com/images/0/0c/TE_Search_and_Results_Dashboard_2.png http://prostarcorpsupport.com/images/0/0c/TE_Search_and_Results_Dashboard_2.png]
  
 
*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.
  
http://prostarcorpsupport.com/images/9/90/TE_Search_and_Results_Dashboard_3.png
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[http://prostarcorpsupport.com/images/9/90/TE_Search_and_Results_Dashboard_3.png http://prostarcorpsupport.com/images/9/90/TE_Search_and_Results_Dashboard_3.png]
  
 
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Select the location and change the name as necessary, then click&nbsp;'''Save'''.
 
Select the location and change the name as necessary, then click&nbsp;'''Save'''.
  
http://prostarcorpsupport.com/images/5/5b/TE_Search_and_Results_Dashboard_4.png
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[http://prostarcorpsupport.com/images/5/5b/TE_Search_and_Results_Dashboard_4.png http://prostarcorpsupport.com/images/5/5b/TE_Search_and_Results_Dashboard_4.png]
  
 
'''NOTE''': to export all records (and not just the records that currently display, you must select&nbsp;'''All Records'''&nbsp;from the&nbsp;'''Records Per Page'''&nbsp;field (see below).
 
'''NOTE''': to export all records (and not just the records that currently display, you must select&nbsp;'''All Records'''&nbsp;from the&nbsp;'''Records Per Page'''&nbsp;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.
  
http://prostarcorpsupport.com/images/0/0e/TE_Search_and_Results_Dashboard_5.png
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[http://prostarcorpsupport.com/images/0/0e/TE_Search_and_Results_Dashboard_5.png http://prostarcorpsupport.com/images/0/0e/TE_Search_and_Results_Dashboard_5.png]
  
 
&nbsp;
 
&nbsp;

Revision as of 13:41, 11 January 2019

Search and Results

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.

http://prostarcorpsupport.com/images/7/74/TE_Search_and_Results_Dashboard_1.png

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:

http://prostarcorpsupport.com/images/0/0c/TE_Search_and_Results_Dashboard_2.png

  • 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.

http://prostarcorpsupport.com/images/9/90/TE_Search_and_Results_Dashboard_3.png

 

Contents

 [hide

Edit[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[edit]

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[edit]

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[edit]

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.

http://prostarcorpsupport.com/images/5/5b/TE_Search_and_Results_Dashboard_4.png

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[edit]

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[edit]

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.

http://prostarcorpsupport.com/images/0/0e/TE_Search_and_Results_Dashboard_5.png

 

Records Per Page[edit]

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.