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

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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.
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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.
  
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:To filter the data entry forms displayed in the table:
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[[Image:WB filter.png|500px|center]]
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<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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To filter the Data Entry Forms displayed in the table:
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*''Approvable'' - returns data entry forms that are approvable or not, depending on value selected.
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<ol><li>From the Workbench window, select the attribute on which you would like to apply the filter from the '''Filter''' list.  
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*''Data Enterer'' – returns data entry forms with a data enterer that contains the specified value.
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{{New_6.0 | In version 6.0 more fields have been added to the Workbench e.g. ''Object ID''.}}</li>
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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.
 
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*''Object ID'' – returns data entry forms with an object ID 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>
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:The data entry forms passing your criteria are listed in the table.
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<li>The Data Entry Forms passing your criteria are listed in the table.</li></ol>
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</ol>
 
  
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{{NavBox HowTo Workbench}}
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{{note| The Date Entry Form Template (name) may be added as column but may not be used as filter criterion.}}
  
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[[Category:COO]]
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{{NavBox HowTo Reconcile and Approve}}
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[[Category:NAA]]

Latest revision as of 09:00, 18 March 2019

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.
    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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