SEARCHING FOR A CATALOGUE ITEM
many different ways of viewing your catalogue items, and searching for
a particular item. While not all may be specifically related to
searching, they all help you view the data differently, which can make
it easier to find what you are looking for.
There are different
of changing how your data is viewed:
These methods are
described below. They are not mutually exclusive - more than one
methods can be performed at the same time. The examples below
show the Catalogue Tab, but all of
the methods described can be performed on the Patients Tab as well.
COLUMN ORDER AND WIDTH
You may sort by one
or more columns. To sort by the first column, simply hover the
mouse over the column heading and click anywhere in the heading except for the blue button that
appears in the far right of the heading. This blue button is used
for Filtering - see further below.
Once you have
sorted by the first column, you will see a symbol in the far right of
the column header (see area circled in red below):
If you click the column heading again, the sort order will change from ascending order to descending order:
If you then hold down the Shift key and click on another column heading, it will perform a secondary on that column while maintaining the primary sort on the original column. Note below how the primary sort is on Status, but the secondary sort is on Patient, which means that within the Currently on Loan items the items appear sorted by Patient.
If you do not hold down the Shift key and then click on another column heading it will cancel all other sorting and only sort by that column.
To remove the
sorting from a column, hold down the Ctrl
key and click on that column's heading.
Another way of
viewing the data is to group by the data in a column. To do this
you simply click down on a column heading and drag that column heading
to the grey area above the column headings which reads "Drag a column
header here to group by that column" and then release the mouse
button. The below example shows the catalogue items grouped by
the Patient column.
can expand and collapse groups - this example shows all group values
expanded except for the empty value.
You may group by
more than one column. The example below shows the primary
grouping of Author's Surname,
with a secondary grouping of Author's
First Names. The expanded rows show that there are two
different authors with the same surname of "Westphal". Note that
you can adjust the sort order of the grouped columns the same as you
did above in "Sorting" - by clicking on the column headings, which are
now in the "group-by box" area.
To cancel the sorting, drag the column headings back to their original locations (or to a new location).
All of the above
methods simply present your data in a different way - but you still
have all of the data showing (although some data may be collapsed
inside a group). To really find what you are looking for,
sometimes it is best to restrict what data is actually being
displayed. This is called filtering
There are two way
to perform filtering:
OPTION 1 - USING THE SEARCH BAR
In Baslogue® you
can do filtering by using the search bar which is location at the top
of the grid area, just underneath the column headings:
When you click into this area, the burgundy coloured area goes away, and is replaced by fields that you can enter values into. Here is an example where the user has click into the Item Name field:
Now you can start
typing values into this field, and the available rows in the grid will
reduce based on the search values you enter. For example, the
user types in the value "jungle" and only the following items are
displayed - because these item names are the only items that begin with
the word "jungle":
The above example
only shows those lines that start
with "jungle". What is you want to find those items with the word
"jungle" anywhere in the title? To do this, place an asterisk ("
* ") at the start of the search value. For example, the following
search returns two extra items:
You may refine your
search by adding search values in other column - for example, below the
user has refined the above search by searching for the Author "Hare":
When you are done with searching and what to return to the full list, you can either clear out all of the search values, or simply click on the red cross in the bottom left-hand corner of the grid.
Note that a special
filter can be applied by selecting the Show
OPTION 2 - USING THE SEARCH DROP-DOWN LIST
IN A COLUMN HEADING
If you hover the
mouse over a column heading you will see a small button appear in the
far right of the column heading (see the area circled in red below):
If you click on this button you will see a list of values used in this column. You can then select one or more of these values:
You will then see only the items that match one of these values. The Filter Status panel (see below) will show the criteria that has been set, while the search will only show the first values selected. You may do this on multiple columns to refine your search further.
Click the red cross in the Filter Status panel above to clear all filters that have been applied.
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