Filter the line item list

 

Some business processes can include many line items, and filtering the list of line items can make the form easier to use. To narrow the list of line items you see, you need to use Primavera Unifier’s Find function. The Find function will search for and display specific line items according to the criteria you specify.

To filter the line item list

1 On the BP form, click the Find button. Primavera Unifier displays the Find window.

The Find window shows fields from the line item list, which you can use to narrow the list of line items you see. Each field shows an operator, such as “contains” or “equals,” which you can use to specify more precisely which line items you want to see on the list. In the example Find window above, you could narrow the list of line items to show only certain class levels or cost categories.

2 To specify search criteria, first choose the operator you want to use on the field, such as “equals,” “does not contain,” or “is empty”.
3 Enter the value the field should contain, or click the Select button and select the value from the list that appears.
4 Click Search (or press Enter).

Primavera Unifier displays all the line items that met the search criteria you entered.

If you choose to, you can cancel the filtering action by clicking [Cancel Filter] or the x icon in the upper-right corner of the Find window. Primavera Unifier will restore the list of line items to its unfiltered state.

 

 

 

 


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