Filtering Data

Introduction

List Forms in FirstBIT Software provide several options to quickly find required records and display only relevant information.

Filtering and search tools help users reduce the number of displayed records and work only with data relevant to the current task.

Depending on the type of List Form, users can use the following options:

• Search Bar;
• Find <Value> command;
• Advanced Search;
• Period settings.

The available options may differ depending on the type of List Form and system configuration.

Search Bar

The Search Bar is located at the top of the List Form and allows users to quickly search for records.

To search for information:

1. Enter the required text in the Search Bar.
2. The system searches for matching records and displays the results in the List Form.

The Search Bar is useful when users need to quickly locate records without specifying a particular column.

For example, users can search for document numbers, customer names, item descriptions, or other information displayed in the List Form.

To remove the search criteria and return to the full list of records, clear the value entered in the Search Bar.

[Insert screenshot of Search Bar]

Find <Value>

The Find <Value> command allows users to quickly filter records based on a selected value.

To use this option:

1. Select the required value in a column.
2. Open the context menu.
3. Select Find <Value>.

The system applies the search condition and displays only records containing the selected value.

This option is useful when users need to quickly find all records related to the same value.

For example, users can display all records related to a specific Entity, Warehouse, Project, or Customer.

[Insert screenshot of Find <Value> command]

Advanced Search

Advanced Search allows users to search for information in a specific column using selected search criteria.

To open Advanced Search:

1. Open the context menu in the List Form.
2. Select Advanced Search.

The Advanced Search window contains the following fields:

Search in

Select the column where the system should search for information.

Search text

Enter the value that should be searched for in the selected column.

Search method

Select how the entered value should match the information in the selected column.

The following search methods are available:

• Anywhere in line – searches for records where the entered text appears anywhere in the field value.
• Exact match – searches only for records where the field value exactly matches the entered text.
• At the beginning of line – searches for records where the field value starts with the entered text.

After applying the search criteria, the List Form displays only records matching the specified conditions.

Example:

To find all Sales Invoices where the Customer name starts with "ABC":

1. Select Customer in the Search in field.
2. Enter ABC in the Search text field.
3. Select At the beginning of line as the search method.
4. Apply the search criteria.

The system displays all records where the Customer name begins with "ABC".

[Insert screenshot of Advanced Search window]

Setting Periods

Many List Forms contain information related to a specific time period.

The Set Period option allows users to define the required date range and display only records related to the selected period.

Examples include:

• documents created during a specific month;
• transactions for a selected reporting period;
• records within a required date range.

Using period settings together with search options allows users to quickly locate the required information.

[Insert screenshot of Set Period option]

Removing Search Criteria

To return to the full list of records:

• clear the Search Bar value;
• remove the Advanced Search criteria;
• reset the selected period.

After removing the search criteria, the List Form displays all available records according to user permissions and system settings.

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