Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 12 Next »

Saved Filters

We created a Saved Filters tree that allows the user to create and save commonly/frequently used filters. Utilizing this tree with the Tag Bundles Tree makes it super powerful. It will help save time by not having to go to folio and re-querying same filters every time or having to memorize the different filters. All this does is queries the filters against the database.

Using Saved Filters

To use the Saved Filters tree, the user will want to make sure they set it as visible in the Select Tree... drop-down. Once visible, the user can select it in the Available Trees panel to create their custom filters to save and reuse. To see example, look at Tag Bundles Tree.

New Saved Filter/Add

To create a Saved Filter, the user would select the parent tree and then either click on the plus sign (plus) and then selecting "New Saved Filter" or the Add button on the grid view side. The user can also create a new one while having a Saved Filter selected.

Once selected, the user will be prompted with the below popup that they need to fill out or cancel.

  • Name - pick a name for the saved filter
  • Filter - pick a filter of what you want to query for in the database

Once done, click on the Add button to create it. Then it will display the Saved Filter in the grid view where they can see quick info on it or any they may have.

Thats it, now the user has a Saved Filter that they can now use with the Tag Bundles Tree.

Delete

To delete a Saved Filter, the user can accomplish this a few ways and they are below.

  • Select parent tree and then clicking on the minus sign (minus), which will prompt a popup below for the user to select available Saved Filters to delete.
  • Another is to select the Saved Filter under the parent tree and clicking the minus sign (minus), which will prompt a warning popup if the user wants to continue to delete the selected Saved Filter.
  • The third option is to select the Saved Filter from the grid view and clicking the Delete button, which will prompt a warning popup like above to confirm deletion.

Edit

To edit a Saved Filter, the user can accomplish this a few ways and they are below.

  • Select parent tree and then clicking on the edit icon will prompt the below popup to select from available Saved Filters to edit. Then after selecting one, they will be prompted with similar popup when first creating one.
     
  • Another is to select the Saved Filter under the parent tree and clicking the edit icon, which will prompt the edit popup.
  • The third option is to select the Saved Filter from the grid view and clicking the Edit button, which will prompt the edit popup like above.

New Folder

If the user has a lot of Saved Filters, they can use the "New Folder" option to organize them.

The user can find that option in the Available Trees Tools Menu by clicking on the plus sign (plus) and selecting New Folder when having the parent tree selected.

Once selected, the user will be prompted with the below popup to select a folder name.

Once created, the folder will appear under the parent Saved Filter tree, where the user can then select and drag and drop Saved Filters onto the folder to nest them in there.

  

If the user selects the Saved Filters first to be included in the same folder, then clicking to create a new folder, it will put them all in the same folder. The user won't have to drag and drop them in there.

The rest of the tool properties apply to the folder as well such as editing and deleting.

Grid View Results

Once the user has created a Saved Filter, they can view the records it returns by selecting the Saved Filter under the parent tree in Available Trees panel.

If any are returned, they'll be displayed on the right side on the Grid View. It's like running the query in folio. In our case, we're querying for all the points with navName of "Damper" and under a specific floor.

  • No labels