Filtering Records in Asset Management

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Quick Nav: Applies to any View, any Grid

Asset Management allows for keyword and drop-down selection filtering in any table (grid) throughout the application. Filtering allows a user to separate respective data from the whole data list. This process does not remove data from the application but provides a quick way to find/view the respective data.

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Note: When using drop-down menus, there is no need to press the "Enter" key on the keyboard.

Applying Grid Filters

Most Asset Management grids have filters below the grid headers. You may enter and/or select from available drop-down menus to activate a search using the filter(s) provided. The following example uses the "Catalog" grid.

FilterExample.PNG

  1. Review the grid headers and determine necessary filters for the respective data.
  2. Under the filter header, enter the filter criteria under the desired header, then press Enter on the keyboard.

In the following image, we filtered by Product Type of “LCD projector” and narrowed the information to four possible LCD projectors. We can easily see the Sharp model.

FilterExample1.PNG

  1. Populate multiple filters to narrow the information further, if necessary.

Understanding the "Tags" Grid Filter Controls

barcodes.gif Tags

filters.png Basic Filters

Basic filters are used for sorting specific tag information. There are two different kinds of basic filter controls:

  • combodrop.png Combo dropbox - Displays when there are less than 25 items to select from

combodrop.png

  • autocomplete.png Autocomplete box - Displays when there are more than 25 items to select from. Enter text into the field to select results.

autocomplete.png

filters.png Advanced Filters

Advanced filters are used for sorting specific tag information. There are two kinds of advanced filter controls:

  • Tag or Serial List – Allows a user to filter by a specific tag or serial number. Tag or serial numbers can be added by typing or scanning. Up to 500 tags or serial numbers can be searched for at one time.

list.png

Custom Filters

CustomFiltersedit.png

  1. "And/Or" statements
  2. Add Expression
  3. Add Group
  4. Filter Group

Use addexpression.png Add Expression and/or addgroup.png Add Group to identify the desired filter(s). Filter the "Tags" grid using any of the column headers and filter settings including:

  • Under Add Expression:
    • Contains
    • Does Not Contain
    • Starts With
    • Ends With
    • Equal To
    • Not Equal To
    • Greater Than
    • Less Than
    • Greater Than or Equal To
    • Less Than or Equal To
    • Between
    • Not Between
    • Is Empty
    • Not Is Empty
    • Is Null
    • Not Is Null
  • Link filter expressions and/or groups with the four "And/Or" statements (including "And," "Or," "Not And," and "Not Or").

When finished adding tags, click on go.png Apply Filters.

From this point, you have the option of editing columns, performing a bulk edit, performing a quick transfer, or e-mailing a report.