Toolbar: Difference between revisions

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(Created page with "<translate> == The Search and Filter Toolbar == The toolbar for searching and filtering is available for many tables in Pro 9, and is used to find units of what is listed in that specific table, e.g. persons, objects, organization groups or reports. The toolbar also enables file export of the table content. === How to - Use the Toolbar Search === The toolbar search is useful to highlight rows that contain a given word or number. # Enter the characters (letters or...")
 
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==  The Search and Filter Toolbar ==  
==  The Search and Filter Toolbar == <!--T:1-->


<!--T:2-->
The toolbar for searching and filtering is available for many tables in Pro 9, and is used to find units of what is listed in that specific table, e.g. persons, objects, organization groups or reports. The toolbar also enables file export of the table content.
The toolbar for searching and filtering is available for many tables in Pro 9, and is used to find units of what is listed in that specific table, e.g. persons, objects, organization groups or reports. The toolbar also enables file export of the table content.




=== How to - Use the Toolbar Search ===  
=== How to - Use the Toolbar Search === <!--T:3-->


<!--T:4-->
The toolbar search is useful to highlight rows that contain a given word or number.
The toolbar search is useful to highlight rows that contain a given word or number.


<!--T:5-->
# Enter the characters (letters or numbers) you want to search for in the toolbar textbox
# Enter the characters (letters or numbers) you want to search for in the toolbar textbox
# Select in what column you want to search by using the drop-down menu
# Select in what column you want to search by using the drop-down menu
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=== How to - Use the Toolbar Filter ===  
=== How to - Use the Toolbar Filter === <!--T:6-->


<!--T:7-->
The toolbar filter is useful to show only rows that contain a given word or number. The filter functionality is not available in all views where the toolbar is shown.  
The toolbar filter is useful to show only rows that contain a given word or number. The filter functionality is not available in all views where the toolbar is shown.  


<!--T:8-->
# Enter the characters (letters or numbers) you want to filter on in the toolbar textbox
# Enter the characters (letters or numbers) you want to filter on in the toolbar textbox
# Select what column you want to filter on by using the drop-down menu
# Select what column you want to filter on by using the drop-down menu
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=== How to - Go Directly to a Specific Page ===  
=== How to - Go Directly to a Specific Page === <!--T:9-->


<!--T:10-->
In a table with many pages, it is very useful to be able to select what page to show.
In a table with many pages, it is very useful to be able to select what page to show.


<!--T:11-->
# Enter the numeral for the page you want to go to in the box that shows what page you are currently on
# Enter the numeral for the page you want to go to in the box that shows what page you are currently on
# Click '''navigate''' [[Image:Icon Next.png]]
# Click '''navigate''' [[Image:Icon Next.png]]
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=== How to - Change the Number of Hits per Page ===  
=== How to - Change the Number of Hits per Page === <!--T:12-->


<!--T:13-->
#Select the number of hits you want to show per page in the menu
#Select the number of hits you want to show per page in the menu
#:* The page is updated and now shows the selected number of hits
#:* The page is updated and now shows the selected number of hits




<!--T:14-->
'''Note:''' This change is only temporary and if you want to change hits per page on all grid views [[{{Link}}Usersettings|go to My account > Settings]]   
'''Note:''' This change is only temporary and if you want to change hits per page on all grid views [[{{Link}}Usersettings|go to My account > Settings]]   




=== How to - Export the Table Content ===   
=== How to - Export the Table Content === <!--T:15-->  


<!--T:16-->
The table content can be exported in a semicolon, tab or comma separated text file.  
The table content can be exported in a semicolon, tab or comma separated text file.  


<!--T:17-->
# Open the action menu [[Image:Icon Links.png]]
# Open the action menu [[Image:Icon Links.png]]
# Select '''export to file''' and what type of separation you want to use in the export file; ''semicolon'', ''tab'' or ''comma''
# Select '''export to file''' and what type of separation you want to use in the export file; ''semicolon'', ''tab'' or ''comma''

Latest revision as of 08:47, 2 March 2023

The Search and Filter Toolbar

The toolbar for searching and filtering is available for many tables in Pro 9, and is used to find units of what is listed in that specific table, e.g. persons, objects, organization groups or reports. The toolbar also enables file export of the table content.


How to - Use the Toolbar Search

The toolbar search is useful to highlight rows that contain a given word or number.

  1. Enter the characters (letters or numbers) you want to search for in the toolbar textbox
  2. Select in what column you want to search by using the drop-down menu
  3. Click search Icon Search.png next to the drop down menu
    • The row with the first occurrence of the given characters in the selected column will be highlighted
  4. To go to the next occurrence of the entered characters, click next Icon Next.png


How to - Use the Toolbar Filter

The toolbar filter is useful to show only rows that contain a given word or number. The filter functionality is not available in all views where the toolbar is shown.

  1. Enter the characters (letters or numbers) you want to filter on in the toolbar textbox
  2. Select what column you want to filter on by using the drop-down menu
  3. Click the enter key or filter Icon Filter.png
    • The table now only shows rows that contain the given characters in the selected column
  4. To remove the filter and show all rows, click remove filter Icon Remove Filter.png


How to - Go Directly to a Specific Page

In a table with many pages, it is very useful to be able to select what page to show.

  1. Enter the numeral for the page you want to go to in the box that shows what page you are currently on
  2. Click navigate Icon Next.png
    • The selected page is shown


How to - Change the Number of Hits per Page

  1. Select the number of hits you want to show per page in the menu
    • The page is updated and now shows the selected number of hits


Note: This change is only temporary and if you want to change hits per page on all grid views go to My account > Settings


How to - Export the Table Content

The table content can be exported in a semicolon, tab or comma separated text file.

  1. Open the action menu Icon Links.png
  2. Select export to file and what type of separation you want to use in the export file; semicolon, tab or comma
    • The content is exported into a text file that you can save to an appropriate location