Wiki source code of Filters

Last modified by MasterApps Support on 2021/06/17 13:09

Show last authors
1 Many areas of **Injury Master** such as Claims, Documents, Notes, Calendar, People and Contacts provide **Search** and **Filter** options to isolate particular items you are looking for. The **Search Bar** and **Filter** button are provided at the top right corner of any of these pages.
2
3 [[image:Attachments.WebHome@mceclip0.20b2a.png||style="max-width:648px" alt="mceclip0.png"]]
4
5 Other libraries such as those listed in **SETTINGS** only provide a **Search Bar** without Filter options. The Dashboard summaries do not include **Search Bars** but do provide a __Filter__ / __Filtered__ button which appears differently to other pages.
6
7 [[image:Attachments.WebHome@mceclip1.b5226.png||style="max-width:690px" alt="mceclip1.png"]]
8
9  
10
11 ==== **Search Bars** {{id name="search-bars" /}}====
12
13 The **Search Bar** is used by simply typing into the text box and hit __Enter__ to filter according to your search.
14
15 [[image:Attachments.WebHome@mceclip2.1f2a2.png||style="max-width:206px" alt="mceclip2.png"]]
16
17  
18
19 ==== **Filters** {{id name="filters" /}}====
20
21 Filters are used by selecting the **Filter** button to reveal the drop-down options for filtering. The area of **IM** you are in will determine which **FILTER OPTIONS** are available. Most filter options are drop-down lists, some which are unchangeable, others which depend on your account settings (e.g. Users, People, etc.).
22
23 When you are happy with your filters, select **Apply Filter** to set your chosen filters.
24
25 [[image:Attachments.WebHome@mceclip3.c922b.png||style="max-width:226px" alt="mceclip3.png"]]
26
27 Some areas also have a **TAGS** filter, displaying **Coloured Tags** you have created. Select a Tag to automatically apply the filter to show only items with your chosen Tag attached.
28
29  
30
31 ==== **Remember Filter** {{id name="remember-filter" /}}====
32
33 When using a filter, there is a __Remember this filter__ tick-box. If __Remember this filter__ is ticked when you **Apply Filter**, your filter will remain applied until you remove the filter. If the box is unticked, your filter will only remain until you leave the page.
34
35 [[image:Attachments.WebHome@mceclip4.91aea.png||style="max-width:291px" alt="mceclip4.png"]]
36
37  
38
39 ==== **Remove Filters** {{id name="remove-filters" /}}====
40
41 Once a filter has been applied, the grey **Filter** button appears instead as a red **Filtered** button. Behind this **Filtered** option will now appear a **Remove Filter** button, which can be selected to remove your previously applied filters.
42
43 [[image:Attachments.WebHome@mceclip5.b8918.png||style="max-width:304px" alt="mceclip5.png"]]
44
45 NOTE: A common issue that occurs is when Users can’t find an item in a list they are expecting to (e.g. Claims). Look for the **Filtered** button as an indication of if you are viewing everything that you are hoping to.

Child Pages

XWiki