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Overview

The search tool is how you can query data in your inventory and find the information you are looking for. The search panel can be opened by clicking on the opened with the magnifying glass , contain several other sections to help us narrow down that result. All icon (blue star) in the sidebar. This will reveal options to specify your search criteria or chooose a quick filter. After submitting a search, all results will be shown as selected on the map as well as in the grid view.

For more information on the grid see: Data Grid

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and their data will populate the Data Grid.

The sections below will go over the different areas of the search panel.

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Search Panel Functions

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A - Specify Layers

For systems with multiple sets of data or more than one inventory, we data layers, you can select which set to run our search against.

Classes

Our information fields are often grouped into a section of similar fields called a class. In the example, we have ‘Species’, ‘Site’, and ‘Risk’. These expand so that we can filling out our search with the criteria we need.

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Information Tabs

Site information is not the only thing that we can search for. Below our Data Layer and above our classes we have tabs to search for Calls, Work Records, and Work Orders in the systemone you want to run a search on.

B - Information Tabs

Site information is not the only thing that we can search for. You can also choose between searching on Calls, Work Records, and Work Orders.

C - Classes

Attributes are often grouped into classes based on what the attribute represents. For example, Site contains information about the location of the site, Species containg information about the tree at the site, and Risk containg information related to a risk assessment. Clicking on a class will expand it and reveal the attributes to search on.

D - Search Functions

Submit – Clicking on this will submit the search, showing the matching sites as selected on the map and populating the Data Grid with their information.

Clear Form – Clicking on this will remove all search criteria. This is a good practice when running a new search as it gives you a clean slate and prevents any lingering criteria from impacting the search results.

E - Quick Filters

This section is where you can run a Quick Filter or add a new one. For more information, see Quick Filters.

F - Refresh Search Panel

If a list value was added to an attribute list, you can use this button to refresh the search panel and make it available to search on. This also clears all search criteria.

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Unassigned Data

Some fields allow you to search for have an option to include unassigned data by selecting the check-box below itin the search results, located just below the attribute. This allows you to check and see if there are any fields that still need to be assigned.

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Search Within Map Selected Set

If we’ve already made a search, or manually selected sites via the map, we can there are sites selected on the map, the Search Within Map Selected Set checkbox will appear just above the Clear Form and Submit buttons. This allows you to search within that selected set instead of using searching on the whole inventory. This feature is accessible with a checkbox on the search form after having a few sites already selected.

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Quick Filters

Quick filters are a method for saving a specific search to run again if it’s something that is frequently checked.

For more information on setting up and using quick filters see: Quick Filters

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