Wiki source code of Filters
Last modified by MasterApps Support on 2021/06/17 13:09
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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. | ||
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3 | [[image:Attachments.WebHome@mceclip0.20b2a.png||style="max-width:648px" alt="mceclip0.png"]] | ||
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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. | ||
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7 | [[image:Attachments.WebHome@mceclip1.b5226.png||style="max-width:690px" alt="mceclip1.png"]] | ||
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11 | ==== **Search Bars** {{id name="search-bars" /}}==== | ||
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13 | The **Search Bar** is used by simply typing into the text box and hit __Enter__ to filter according to your search. | ||
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15 | [[image:Attachments.WebHome@mceclip2.1f2a2.png||style="max-width:206px" alt="mceclip2.png"]] | ||
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19 | ==== **Filters** {{id name="filters" /}}==== | ||
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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.). | ||
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23 | When you are happy with your filters, select **Apply Filter** to set your chosen filters. | ||
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25 | [[image:Attachments.WebHome@mceclip3.c922b.png||style="max-width:226px" alt="mceclip3.png"]] | ||
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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. | ||
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31 | ==== **Remember Filter** {{id name="remember-filter" /}}==== | ||
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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. | ||
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35 | [[image:Attachments.WebHome@mceclip4.91aea.png||style="max-width:291px" alt="mceclip4.png"]] | ||
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39 | ==== **Remove Filters** {{id name="remove-filters" /}}==== | ||
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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. | ||
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43 | [[image:Attachments.WebHome@mceclip5.b8918.png||style="max-width:304px" alt="mceclip5.png"]] | ||
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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. |