Searching and Filtering Searches

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Revision as of 14:29, 11 January 2019 by CareyW (Talk | contribs)

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.

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

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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

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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.

Search Grid 05.png

 

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.

Search Grid 10.png

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.

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.


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.

 

 

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).