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 Unifier 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
- On the BP form and click Search to open the window.
The 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.
You can narrow the list of line items to show only certain class levels or cost categories.
- To specify search criteria, first choose the operator you want to use on the field, such as "equals," "does not contain," or "is empty".
- Enter the value the field should contain, or click the Select button and select the value from the list that appears.
- Click Search (or press Enter).
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. Unifier will restore the list of line items to its unfiltered state.
To display the filtered Total Amount
For Cost-type and Line Item-type business process that display the total amount for line items (in the Total Amount field), you can select to see the total amount for the filtered line items by selecting the Show Filtered Total Amount option when creating your filter. This selection enables you to see the sum of the amounts for all individual line items in your filter list.
Note: If you do not select the Show Filtered Total Amount option when creating your filter, then the value in the Total Amount field displays the total amount for all line items and not the total amount for filtered line items.
If you have multiple tabs, you have the option of selecting the Show Filtered Total Amount option when creating your filter for each tab independently.
The total amount displayed at the bottom of the screen enables you to select:
- Total Amount
- Filtered Total Amount
Total Amount is defined as: Sum of the "Amount" field from across all the line items.
Filtered Total Amount is defined as: Sum of the "Amount" field from the line items which are the result of the Search criteria.
When a Search is active, then the option that you select from the drop-down will be the "Filtered Total Amount."
When the Search is canceled, then the system will default the option back to Total Amount. At any given point of time, you will be able to toggle between the two options.
Example
Filtered Total Amount
Line # | Spend Category | Amount |
|---|---|---|
001 | Labor | $100 |
002 | Materials | $200 |
003 | Labor | $300 |
If the Search parameter is set to "Spend Category = Labor," then after applying of the filter:
Total Amount = $600.00; (Option selected); Filtered Total Amount = $400.00
If the Search parameter is set to "Spend Category = Agreements," then after applying of the filter:
Total Amount = $600.00; (Option selected); Filtered Total Amount = $600.00
If the user cancels the Search, then:
Total Amount (Option selected) = $600.00; Filtered Total Amount = $600.00
Note: There is no page total. The user has the option to select between the above two mentioned totals.