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Users will be able to filter grid results directly via a "filter row" Image Removed. The , which is directly beneath the column headings as shown here: Image Added

The default for any text search fields is to select fields starting with the value that you enter.  You may use also include '%' as a wildcard to find fields containing a value.  For example, '%abc%' would select records with 'abc' anywhere in the field.  The default for date fields and other numeric fields is to select values greater than or equal to the value entered.

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 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 thus 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 user can add as many search lines as desired by double-clicking or dragging and dropping more properties from the "Properties" box into the center section.  Then  The last step is to click on  to apply the search criteria to the grid.

The Image Added can be used to remove a search line, and Image Addedcan 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.

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 Image Added. 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 Image Added.

Advanced Search Column Details:

A "Property" is a field associated with the record the user is querying. 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 ().

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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.

The Image Removed can be used to remove a search line, and Image Removedcan 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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Advanced Search Video

Grid Video

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