Data Management User Interface Elements

The following elements are common on Data Management pages.

Table 2-2 Elements Common on Data Management Pages

Button Description
View button.

Customize your view. Options include:

  • Columns—You can choose "Show All" to display all columns or choose individual columns to display.

  • Detach—Use to detach the column grid. When you detach the grid, the columns display in their own window. To return to the default view, select View, and then click Attach or click Close.

  • Reorder Columns—Use to change the order of the columns that are displayed. You can select a column, and then use the buttons on the right to change the column order.

Detach button.

Use to detach the column grid. When you detach the grid, the columns are displayed in their own window. To return to the default view, select View, and then click Attach or click Close.

Refresh button. Refreshes the data. For example, if you submit a rule, refresh to see if the status changes from Running to Complete.

Note:

Refresh does not display on the Data Management setup screens.

Query by Example button.

Use to toggle the filter row. You can use the filter row to enter text to filter the rows that are displayed for a specific column.

You can enter text to filter on, if available, for a specific column, and then click Enter. For example, on the Process Details page, to view only processes for a specific location, enter the name of the location in the Location text box.

The Query by Example button displays on the following Data Management setup screens: Target Application, Import Format, Location, Data Load Workbench, and Process Details.

To clear a filter, remove the text to filter by in the text box, and then click Enter.

All text is case sensitive.

Search button. Use to select an artifact on a page, such as a target application, member, or general ledger responsibility. When you click the Search button, the Search and Select dialog box is displayed. In some cases, available advanced search options enable you to enter additional search conditions. See Advanced Search Options.