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Users can sort any column by ascending or descending order by simply clicking on the column header name. To sort by more than one column at a time the user would click on the column header name they wish to sort by first and then hold down the shift key and click on another column header name. The columns are noted with a number beside the column name to show the order it was sorted. The sort can be reset by clicking on any column header name.
Advanced Search
An advanced search function is available by clicking on the Magnifying glass at the top right of the grid as shown below.
Advanced Search is a more elaborate search where the user selects the property field to search on, the operation to search by, and enters what they are searching for. This may be useful for . For example in the Vendor Advanced Query Select Property of 'defaultPaymentType', Select Operation of '.eq', in the third box enter electronic. The user is searching for complex queries or to search by information without having to first add columns to your grid.
The screenshot below shows an example of using the Advanced Query option from the Core/Vendor menu option.
To add properties the user can either double click the desired property from the "Properties" box on the left, or drag and drop it to the center section of the screen. In this example, the property 'defaultPaymentType' was selected and appears in the "Display Name" column. The user would then select an Operation from the dropdown box and enter in a Filter Value. For example, selecting an operation of '.eq' and entering a Filter Value of 'electronic' would result in searching for all vendors with a default payment type of electronic. The information entered in the third box is dependent on the property field selected. If the user chooses a property field of type boolean the user would have to enter in true or false.
The user can add as many search lines as desired by adding double-clicking or dragging and dropping 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.
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from the "Properties" box into the center section. Then click on to apply the search criteria to the grid.
A "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 All properties associated with the type of data you are querying will appear in the "Properties" box. If you hover over each property, it will show you the path to the field and the data type in parenthesis ().
- Integer or int- 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
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. The following operations are available.
- Equals
- One of - list of possible values; must be separated by commas
- ne -Not Equals not equal
- like Like - begins with
- contains Contains - consists ofvendor example: "name1.name1 contains school" will will search for vendors with the word "school" the value anywhere in the first name field.
- between 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() Is Null - blank
- Not null - not blank
- gt - greater Greater than ge -
- greater than Greater or equal to
- lt - less Less than le - less than or equal to
- Less or equal
- 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
- type -
Filter 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
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.
The can be used to remove a search line, and can be used to clear the entire advanced search query.
As properties, operations, and text are entered there is an expert box on the right side of the screen 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, or to copy and paste a query you have received from someone. The expert search is useful for troubleshooting and for easy sharing of queries with other users.
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