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 |
---|---|---|
For typing text values | Click on the Dialog icon next to the field to select one of the options:
| |
For typing numeric values | In some cases, you can select these additional options displayed in an adjacent dropdown:
For Click the three dots icon to select a range of values. | |
For typing 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. Hold down the Ctrl key to select several values. Hold down the Shift key to select several adjacent values. | |
The search dialog that opens when you click the Magnifier icon to find a specific value. | 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 that opens when you click the three dots icon to select an array of values. | 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:
| |
For selecting a Yes/No value | Click the checkbox to select it. Tip: You may need to double-click the checkbox if it is not selected on a single click. | |
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.
Note. For large number of entries, calculating totals may take several second.
Configuring the Column Layout
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 |
---|---|
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 for fields that are not available for filtering by default. Additional filters can be created for system fields, User-defined fields, and Attribute fields.
To create a custom filter: