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Table of Contents

Filter

We have created a Filter feature that allows the user to find the records they are looking for in an easy user friendly UI popup instead of having to think hard and manually typing in the filter query they will need.

How to use the Filter

The user can find the Filter in multiple locations when trying to execute changes on records or just for filtering. Below are couple of examples.

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For example below, I just typed tags: vav and equip and heating and hvac in without using the Filter and got the same results.

Kind Of...

This option allows the user to choose a starting point with a type (site, equip, etc) and then from there they can add conditions and/or tags to specify it more. So let accomplish the same as before with Similar Too.. by finding all heating vavs.

So lets select Kind Of... option.

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Now in the drop down, the user has options to select from to start off the filtering. In our case, we are going to select Find All Equips.

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Then after selecting something, the user can add conditions and/or tags to specify their filter more to what they want. Click on Add Conditions and then on the (plus) next to the And/Or toggle bar to open up an Add window. We want to select Tag Existence Block.

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Now after selecting Tag Existence Block, the user can now add tags that the VAVs have to narrow down the search. We are adding heating and vav because we don't want other types of equips.

To add tags, click on the (plus) next to Has All/Has Either/Has None toggle bar and add heating and vav tags.

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Now the user can click on Test to see how many are being found. Also Save this filter if they plan to be reusing it often. They can also Execute the filter to see the results. You can see we found 30 VAVs like before.

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Exact

This option basically filters to the exact object the user selects.

After selecting this option, the user will be presented with a navigation tree that the user can use to navigate to the exact object.

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Here the user navigates to exact object. In our case we'll select Vav-01.

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After selecting exact object, click on the Go button to see the result. You can see the filter will always be the id of that object.

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