...
The user can add as many search lines as desired by adding more properties. To add properties the user can either double click the desired property or drag and drop. Once the user has selected a property they will need to choose the operation from the drop down box and enter in a filter value.
Property is a field associated with the record the user is querying. Property field type is the 'type' of data being viewed. In the vendor query you will see all the Property fields associated with a vendor and beside each property field it lists the type in parenthesis ().
- Integer - a whole number that can be positive, negative, or zero
- String - a sequence of symbols or values, example of a string is an account number '1234567' or vendor name 'Sample'
- Boolean - true or false
- Calendar - is a date (YYYY/MM/DD, MM/DD/YYYY)
- big decimal - any fractional number
- int - a whole number that can be positive, negative, or zero
- set - multiple values
Operation is a process or validation to determine a particular presence or quantity
- eq - equal
- oneof - list of possible values; must be separated by commas
- ne - not equal
- like - begins with
- contains - consists of
- vendor example: "name1.name1 contains school" will search for vendors with the word "school" anywhere in the first name field.
- between - range; values must be separated by commas
- vendor example: "number (integer) between 1003,1006" will search for vendors with vendor numbers between 1003 and 1006
- isNull() - blank
- notNull() - not blank
- gt - greater than
- ge - greater than or equal to
- lt - less than
- le - less than or equal to
- notOneof - exclude list of possible values; must be separated by commas
- sort - to place in order
- vendor example: "lastactivitydate sort" will sort vendors by last activity date
Value - is a value entered by the user based on what they are searching for and the property field type; for some operations this may be a list or range with the values separated by commas
Once the user is ready to search they would then click on the . The removes the particular search line and clears the entire advanced search query. As properties, operations, and text are entered there is an expert box that fills in automatically. The expert search box may also be used by itself if the user prefers to write their own query using the properties and operations. The expert search is useful for troubleshooting and for easy sharing of queries with other users.
The advanced searches can be saved and recalled later, and will also be available as filters in the detail reports. If the user chooses to save the search they would enter in a Query name and click on . To recall a previously saved query select the desired one from the drop down box on the right hand side of the advanced query and all previously saved criteria is loaded in. At this point the user may make changes if desired and once satisfied with the query they would then click on the .
...