User Level: Beginner
Civil Pro Cloud has a number of filtering, searching and grouping options. These include:
- Grid Filtering Options
- Grid Grouping
- Action Menu Searching
- Advanced Searching
- Related Items Searching
Filtering is available in most pages, some have additional and "Advanced search" button available for users to perform custom filtering.
By default, the search bar filters through the currently displayed columns/fields.
Grid sorting by column
Grids can be sorted by most columns by clicking or right clicking on the column header. The arrow next to the column indicates the sort direction (up for ascending)
Views and column chooser
If available, the grid's visible columns can be changed via the 'Views' menu items. The columns can also be further customised via the 'Column chooser' menu, where it will show a popup with all the available columns. To add the columns, drag them from the pop up into the grid.
The size of most columns can also be changed by click+dragging the column header's border.
When satisfied, the current view can be saved as a 'Custom View'
Grid Filtering Options
The Grid Filtering options are accessed from the right hand side of the Grid Toolbar from the filter icon. Seen highlighted above. This has the four options:
- Clear Sorting All
- Column Chooser
- Filter Editor
- Show Filter Row
Clear Sorting All
Clear Sorting All removes any sorting on the Data Grid. The Grid can be sorted by any visible column by clicking on the column header. After sorting by various columns the sorting can be removed by using the Clear Sorting All function.
Most Data Grids in Civil Pro Cloud hold much more information then can be displayed neatly or effectively. To simplify this Civil Pro hides many columns by default which can then be accessed by the Column Chooser. Once opening the Column Chooser you can click and drag any column into the grid so you can see the information.
The Filter Editor is another access point for the Advanced Searching option for the Data Grid. Read further below to learn more about the advanced search feature.
Show Filter Row
The Show Filter Row function lets you filter the information by a specific value in a specific column. Clicking the Show Filter Row function opens the filter row shown in the image above which allows you to filter the data. To filter all columns by the same value check the Action Menu Searching function below.
Most of the Civil Pro Cloud Data Grids have the ability to group data by any of the column headers. You can tell if a Grid can group data by checking if it has the highlighted marker in the image above. Data can be group by clicking and dragging the column header to the Grid Toolbar. This will result in a grid like below.
Action Menu Searching
The Action Menu Search option allows you to search the entire grid for a set of characters. The Search option is accessed from the magnifying glass on the Action Menu. Below is an example of how the Action Menu Search works when searching for "road" and "ELP". Note that your recent searches are saved by the Search function so that you may quickly navigate back to a previous search by simply clicking on the search you want to make.
You can remove your search from the Grid by clicking the cross in the Search Box.
Advanced Searching can be accessed in two ways. Either from the Advanced Search button in the Action Menu Search Tab or by using the Filter Editor in the Grid Filter Options. The Advanced Searching function uses the form pictured below.
This form can be filled out with many varieties of logical connections to produce a detailed search. This is demonstrated in a simple form below.
This search produces the following Grid. The Advanced Search can be removed from the grid by clicking on the cross in the search box.
Related Item Searching
Some registers allow you to search data by searching for related items. A good example of this is the Lot Register which allows you to filter the data in the register by which Tag Codes are related to the data. For a basic overview of how this work continue reading or for a more detailed explanation into the specific way a particular register enables this find the register you want to learn about here.