Customize

Most data types show up in customizable grids.  The user is able to select the fields that they want to appear in each grid by clicking on the  in the upper right hand side of the grid and check marking the column header name, as well as the order of the columns by simply dragging and dropping them in the desired order. Column widths may be changed by hoovering over the column line and dragging it to the desired size.

Grid results are "lazy-loaded", meaning that you can scroll down through all of the data and it gets loaded as you go.  This means there is no limit on maximum records that can be returned, and no "page numbers" to deal with to see your results.  Clicking on a row in the grid brings up a highlight view of the record you are on.  To remove the summary view the user can click on the row again or click on the  in the corner of the view.

Filter

Users will be able to filter grid results directly via a "filter row" . The default for any text search fields is to select fields starting with the value that you enter.  You may use '%' as a wildcard to find fields containing a value.  For example, '%abc%' would select records with 'abc' anywhere in the field.  Date fields and other numeric fields will appear as a range of values.

Sort

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

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. 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 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 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.  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 .

Advanced Search Video

Grid Video