Working with Filters
You create filters to extract and view precise data from a large number of records.
When you apply filters, you generate focused results to optimize your search. Filter based search helps you retrieve various combinations of data by adding predefined filters. It reduces the effort to retrieve specific set of records related to various items, packages, and transaction documents. You can then export the search results as a CSV or Excel file which save the effort to first download the entire summary and then apply filters to narrow down what is needed.
You can provide values for the attributes that you want to filter on and the
operator to use for filtering. The available operators depends on the attribute's data
type. For example, operators for filtering text values are different than the operators
for filtering date ranges. Filters are combined together using and
logic, which means only those records that meet all filter criteria are displayed.
Typical operators include the following:
- starts with
- match phrase
- does not match
- is/is not
- Before/After
You can apply filters by using the following search techniques:
- Search complete words - If you're searching an item with multiple words in the name, enter any of the words. For example, a search keyword as N95 Respirator and Surgical Mask would retrieve all the items where the type matches the given keyword.
- Search exact phases - Use Match Phrase to search data by entering a sub-string within a given value that exactly matches the attribute value. For example, a search sub-string 002 from a document number would retrieve all the documents that contains 002 in it regardless of their document types.
- Filter by Dates - Use calender controls to query the list based on date fields. For example, filter the list of documents that are submitted before or after a specified date and time.
Currently, the filter based search is available on the following component dashboards:
| Module | Component Dashboard |
|---|---|
| Operations | Documents |
| Items/Packages | |
| Monitoring | Document Diagnostics |
| Configurations | User Management - Trading Partners |
| User Management - Users tab | |
| User Management - Groups tab |