Difference between revisions of "Filter Data Entry Forms Displayed in Workbench"

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(Version 6.0)
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By default, all data entry forms are listed in the table when the Workbench window is opened. You can limit the data entry forms displayed in the table by selecting specific filter attributes.
 
By default, all data entry forms are listed in the table when the Workbench window is opened. You can limit the data entry forms displayed in the table by selecting specific filter attributes.
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[[Image:WB filter.png|500px|center]]
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:To filter the data entry forms displayed in the table:
 
:To filter the data entry forms displayed in the table:
 
<ol>
 
<ol>
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<li>From the Workbench window, select the attribute on which you would like to apply the filter from the '''Filter''' list. Filter options include:</li>
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<li>From the Workbench window, select the attribute on which you would like to apply the filter from the '''Filter''' list. </li>
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*''Approvable'' - returns data entry forms that are approvable or not, depending on value selected.
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{{New_6.0 | In version 6.0 more fields have been added to the Workbench e.g. ''Object ID''.}}
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*''Data Enterer'' – returns data entry forms with a data enterer that contains the specified value.
 
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*''Data Entry Form Status'' – returns data entry forms with a data entry from status that contains the specified value.
 
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*''Date of Information'' – returns data entry forms with a date of information that contains the specified value.
 
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*''Form ID'' – returns data entry forms with a form ID that contains the specified value.
 
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*''Import Issues'' - returns data entry forms with or without import issues, depending on the value selected.
 
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*''Last Updated Date'' – returns data entry forms with a last updated date that contains the specified value.
 
 
<li>Enter a value that the selected attribute filter must be either similar to or contain. Note that the filter is not case-sensitive.</li>
 
<li>Enter a value that the selected attribute filter must be either similar to or contain. Note that the filter is not case-sensitive.</li>
 
<li>Click the '''Apply''' button.</li>
 
<li>Click the '''Apply''' button.</li>
 
:The data entry forms passing your criteria are listed in the table.
 
:The data entry forms passing your criteria are listed in the table.
 
</ol>
 
</ol>
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{{note|You can click the '''Show All''' button to view all data entry forms.}}
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{{note| The Date Entry Form Template (name) may be added as column but may not be used as filter criterion .}}
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:COO]]
 
[[Category:COO]]

Revision as of 02:59, 31 October 2014

By default, all data entry forms are listed in the table when the Workbench window is opened. You can limit the data entry forms displayed in the table by selecting specific filter attributes.

WB filter.png


To filter the data entry forms displayed in the table:
  1. From the Workbench window, select the attribute on which you would like to apply the filter from the Filter list.
    2. New 6.0.png In version 6.0 more fields have been added to the Workbench e.g. Object ID.
  2. Enter a value that the selected attribute filter must be either similar to or contain. Note that the filter is not case-sensitive.
  3. Click the Apply button.
    4. The data entry forms passing your criteria are listed in the table.
Note.jpg The Date Entry Form Template (name) may be added as column but may not be used as filter criterion .
Reconciling and Approving Data in IMSMANG
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