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 for locations include:</li>
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To filter the Data Entry Forms displayed in the table:
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*''Data Enterer'' – returns data entry forms with a data enterer that contains the specified value.
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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 Entry Date'' – returns data entry forms with a data entry date 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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*''GUID'' – returns data entry forms with a GUID that contains the specified value.
 
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*''Report ID'' – returns data entry forms with a report ID that contains the specified value.
 
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*''Workbench Status'' – returns data entry forms with a workbench status that contains the specified value.
 
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*''Form Name'' – returns data entry forms with a form name that contains the specified value.
 
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*''Organisation'' – returns data entry forms with an organisation 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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{{note| The Date Entry Form Template (name) may be added as column but may not be used as filter criterion.}}
  
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{{NavBox HowTo Workbench}}
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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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