Difference between revisions of "Searching and Filtering Searches"

From ProStar Geocorp
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== '''Export Fields''' ==
 
== '''Export Fields''' ==
  
Click the '''Export to Excel''' button to export either all columns or only visible columns depending on which radial button is selected in the options presented in the upper right.
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Click the '''Export to Excel''' or '''Export to PDF''' button to export either all columns or only visible columns depending on which radial button is selected in the options presented in the upper right. Only the filtered options will be exported, so in order to export all available data, make sure to use the '''Clear Filters''' button before exporting.
  
[[File:Search Grid 14.png]]
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[[File:Search Grid 14.png|RTENOTITLE]]
  
 
A browser window displays, allowing you to select the location to save the file, and the option to change the name.
 
A browser window displays, allowing you to select the location to save the file, and the option to change the name.
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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'''.
  
== '''Drill Down Filter'''[[http://prostarcorpsupport.com/index.php?title=Search_and_Results_Dashboard_Main_Toolbar&action=edit&section=6 edit]] ==
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== '''Filter Search Results''' ==
  
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.
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Use the&nbsp;'''Search Box'''&nbsp;to narrow the list of results in the Results Grid. This option will search either '''All Columns''' or '''Visible Columns''' depending on which option is selected in the radial option.<br/> Start typing a value in the&nbsp;'''Search Box'''&nbsp;field (for this example: 376), and the results grid will narrow the results to display only those fields with that value included.
  
[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]
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[[File:Search Grid 07.png]]
  
&nbsp;
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Certain columns may also have the ability to filter results within the column depending on the column's data type. Multiple comparison operators for filtering different data types are available toi help the user further refine their search within a column.
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[[File:Search Grid 12.png]]
  
 
== '''Records Per Page'''[[http://prostarcorpsupport.com/index.php?title=Search_and_Results_Dashboard_Main_Toolbar&action=edit&section=7 edit]] ==
 
== '''Records Per Page'''[[http://prostarcorpsupport.com/index.php?title=Search_and_Results_Dashboard_Main_Toolbar&action=edit&section=7 edit]] ==

Revision as of 14:39, 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 Quick Search item, and selecting the Map Layers sub-item opens the Search Dashboard in the lower left portion of the window.

RTENOTITLE

You can choose available layers fro search from the dropdown and then click Search when you are ready to begin your search.

RTENOTITLE

After you enter your search criteria and then click Search, (or just click Search without adding criteria) the Search Grid and available tools displays in a seperate window within Transparent Earth

Error creating thumbnail: The system cannot find the path specified.

Error code: 1

The search grid window can be minimized by clicking the minimize button in the upper right. It will minimize to the lower left of the map viewport. Double clicking the title bar of the Search Grid will expand the window cover the entire area of the map viewport.

The Search Grid offers several tools to allow users options for refining search parameters.

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.

RTENOTITLE

 

Column Filter

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

Click the column filter button to open the list of columns, then select or clear the check boxes next to the column title.

RTENOTITLE

Export Fields

Click the Export to Excel or Export to PDF button to export either all columns or only visible columns depending on which radial button is selected in the options presented in the upper right. Only the filtered options will be exported, so in order to export all available data, make sure to use the Clear Filters button before exporting.

RTENOTITLE

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.

Filter Search Results

Use the Search Box to narrow the list of results in the Results Grid. This option will search either All Columns or Visible Columns depending on which option is selected in the radial option.
Start typing a value in the Search Box field (for this example: 376), and the results grid will narrow the results to display only those fields with that value included.

Search Grid 07.png

Certain columns may also have the ability to filter results within the column depending on the column's data type. Multiple comparison operators for filtering different data types are available toi help the user further refine their search within a column.

Search Grid 12.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.

 

 

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).