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Entering Field Values
In the jCore system, you will use various field types:
to specify filter values,
to enter search criteria,
and to enter data into the system.
For this purpose, use the following system controls:
Control | Purpose | Usage Tips | ||
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For entering text values | Click on the Dialog icon next to the field to select one of the options:
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For entering numeric values | In some cases, you can select these additional options displayed in an adjacent dropdown:
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For entering currency values | In some cases, you can select additional options (same as for numeric values) displayed in an adjacent dropdown. | |||
Dropdown for selecting one or multiple values that are defined in the system | Click the Magnifier icon to open the search dialog and find a specific value. Click the three dots icon to select a range of values.
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The search dialog for selecting specific values in longer dropdown menus. Opens when you click the Magnifier icon. | Hold down the Ctrl key to select several values. Hold down the Shift key to select several adjacent values. Then click SELECT to make the selection. | |||
The select dialog for choosing an array of values in longer dropdown menus. Opens when you click the Three Dots icon. | Hold down the Ctrl key to select several values. Hold down the Shift key to select several adjacent values. Then click OK to make the selection. | |||
For selecting a date from the calendar | Click the calendar icon next to the field to select the date. In some cases, you can select these additional options:
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For selecting a Yes/No value | Click the checkbox to select it.
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For selecting one of several values | Click the radio button to select it. |
Filtering and Searching in jCore
Most of the tools in jCore (monitors, histories, managers, etc.) initially allow you to filter the list of objects in the system to search for a specific entry. Then you can open any one of those entries to learn its details.
The screen consists of two parts:
Filter Criteria - type or select the criteria to search by and press Enter or click the Filter button.
List of Results - all entries that match the search criteria are displayed in a table.
Calculating Totals
Click the TOTAL COUNT at the bottom of the screen to see the total number of entries matching the filter criteria. This will also calculate totals for amounts in some columns, e.g. Total Assets.
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Note: When there are many results, it may take a few seconds to calculate the Total Count and other totals. |
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All the filter results windows have a default column layout. To customize the layout, click the Column Selector button in the lower-right corner of the screen.
The system opens the Column Selector window. Configure the layout settings. Click Save when you are finished.
Setting | Description |
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Page Size | Determines the number of results displayed in the list. By default this is set to |
Change order of the columns | Select a column name, then click the up or down arrows to move columns right or left in the report layout. |
Fixed Column Size | Select the Fixed Column Size checkbox to freeze the column width. |
Column Resizing | Click Column Resizing and adjust the width of each column. Click Save to save the settings. |
Include in the Report | Double-click the checkbox in the Include in the Report column to display this column in the report. |
Column Name | Double-click the name in the Column Name column and type the column’s name as it will appear in the report. |
Total | Double-click the checkbox in the Total column to calculate the total value in this column. |
Sort By | Double-click the checkbox in the Sort By column to enable the sorting of the records by the selected column. |
Fraction Digits Count | For numeric values select how many decimal digits to display. |
Creating Custom Filters
As a user, in some search windows, you may create additional filters. Custom filters can be created to include system fields, User-defined fields, and Attribute fields.
To create a custom filter:
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Click the Column Selector button in the lower-right corner of the screen.
In the Column Selector window, open the Custom Filters tab, right-click for a pop-up menu, and select Add Custom Condition.
Define the Condition Content as explained in the next steps.
Select the data type (
Select the comparison operator (
Fill out the second part of the expression.
Enter the name of this filter.
Open the View Condition tab to see the final expression. Click Check Expression to verify it.
If all is correct, click Save.
Select the new filter in the list and click SAVE.
The custom filter will be applied to the list of results. Click Filter Content next to the filter field to edit the expression. |