Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
tutorial:working_with_lists [2017/07/17 03:27] – rozanna | tutorial:working_with_lists [2021/07/04 22:51] (current) – [Customising] Dhanya | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | {{indexmenu_n> | + | {{indexmenu_n> |
- | ====== Working with lists ====== | + | ====== |
- | Whenever you perform a search in mSupply resulting in more than one item being found, you will be presented with a list of records (be they items, names, contacts or another list) that matches | + | Whenever you perform a search in mSupply resulting in more than one item being found, you will be presented with a list of records (e.g. items, names, contacts or another list) that match the criteria you entered. |
- | mSupply uses two types of list display. Shorter lists, such as those you see when you view an invoice, or view the stock for an item employ a list with a striped background. These lists have resizable and moveable columns, and have an indicator to show the sorted column. Their use is discussed in the next chapter. | + | mSupply uses two types of list display. |
+ | - Shorter lists, such as an invoice or stock lists, are displayed | ||
+ | - Longer | ||
+ | In this tutorial section, look at the tools for handling of the longer lists. | ||
- | When these lists are displayed, a series of buttons are present | + | When longer |
{{ : | {{ : | ||
- | **Customising the columns viewed: **Clicking the **Customise** button in the toolbar will display this window: | ||
- | {{ : | + | =====General===== |
- | On the right is a list of columns | + | **Viewing or editing |
- | On the left is a list of available columns. To add a column to the view, click on the item in the left-hand | + | **Column widths:** The easiest way to change |
- | To remove a column select | + | **Choosing |
- | **Renaming columns:** By clicking twice on a field name in the right hand list you can change the column title. | ||
- | **Column widths: **The easiest way to set column widths is to drag the dividers between the columns in the list view.. | + | =====Customising===== |
- | Note that if the total column width is too wide for the window, a horizontal scroll bar is added to the list allowing you to view columns to the right of those displayed. | + | Clicking |
- | **Choosing the column order: **To change the sequence of the columns in a list, drag a column header to a new location. This is done when viewing the // Item list// window, not in the // Customise columns// window. | + | {{ :tutorial: |
- | **Viewing or editing a particular record: **To view or edit a record, double-click the row in the list you wish to view. A new window will open showing | + | The list on the left-hand side gives all of the available fields (displayed |
- | **Ordering (Sorting) lists: **Ordering | + | To add a field to your view, click on the field in the left-hand |
+ | To remove a field from your view, select the field(s) to remove from the right-hand list,. Then click //< <//, the left-pointing button, to move the fields back to the available list. | ||
+ | |||
+ | You can not remove the first column for any list as it is the key column to identify each row uniquely. | ||
+ | |||
+ | **Renaming columns:** By double-clicking on a field name in the right-hand list you can change the column title. | ||
+ | |||
+ | |||
+ | =====Ordering===== | ||
+ | |||
+ | Ordering a list is the same as sorting it. Frequently a column may be ordered by clicking on the column heading. The column will be sorted in ascending order. **Ascending** means: | ||
* A > Z (upper and lowercase are not considered different) | * A > Z (upper and lowercase are not considered different) | ||
* 1 > 2 > 3 for numbers | * 1 > 2 > 3 for numbers | ||
* earlier dates to later dates | * earlier dates to later dates | ||
+ | ** Descending** means the opposite of **Ascending**. | ||
- | ** Descending** means the opposite of ** Ascending** | + | <WRAP center round tip 550px> |
- | Note that ordering a list does not add or remove any records from the list. It simply changes the order in which the records are displayed. | + | Should you require two (or more) sort parameters, clicking the //Order by// button |
- | Should you require two (or more) sort parameters, clicking the ** Order by** button | + | |
{{ : | {{ : | ||
- | The ** Available Fields** list will reflect the type of records you are viewing. | + | The //Available Fields// list will reflect the type of records you are viewing. |
+ | |||
+ | To order by a particular field, double-click it in the left-hand list. You can also drag fields to the right-hand list, or highlight the field in the left-hand list and click the right-pointing arrow. You can order by multiple fields by adding further fields to the right-hand list. Double-clicking on the //flags// and //item name// fields | ||
{{ : | {{ : | ||
- | (You can also drag fields to the right, or click the right-pointing arrow after highlighting the field on the left) | + | **To remove a field:** Highlight |
- | You can order by multiple fields by adding further fields | + | **To change field ordering:** Each item in the **Ordered |
- | **To change to ascending/ | + | **Using formulae:** If you want to order by a formula, click the //Add Formula// button. Here the formula window is shown, and the formula // |
- | To change the direction, click on the triangle. | + | {{ : |
- | **To remove a field: **Highlight the field in the right-hand column, then click the red single left-pointing arrow between the two lists. The double left-pointing arrow will clear the " | + | Using this formula would allow you to identify items whose item code is shorter/ |
- | **Using formulae: **If you want to order by a formula, click the ** Add formula** | + | Click the // |
- | {{ : | + | Once the details are entered, click the //Order by// button to order the list. |
- | Using this formula would allow you to identify items whose item code is shorter/ | ||
- | Click the OK button to close the window. | + | ===== Printing lists ===== |
- | Once the details are entered, click the ** Order by** button | + | You can press the print icon to send the list to Excel. The list will display in Excel with the column headings you have selected. |
- | ===== Finding records ===== | ||
- | In the item list shown above there is a // Find// button. | + | =====Find===== |
- | This button | + | This button |
{{ : | {{ : | ||
- | **Complex finds: **The window shown above has a // Complex | + | **Complex finds:** The window shown above has a // |
{{ : | {{ : | ||
Within this window there are four areas from which you have to choose or set a value for each line of a query. | Within this window there are four areas from which you have to choose or set a value for each line of a query. | ||
+ | - Available fields, select the field that you are looking for | ||
+ | - Operands, select the operand that is appropriate for your search | ||
+ | - Value, enter your specific criterion | ||
+ | - For queries with more than one criterion, click //Add line//, then complete as above but also with the appropriate conjunction | ||
- | - Available fields,from where you make your selection | + | For example, if you want to find all items whose default pack size is greater than ten and whose code starts with **A** these are the required steps: |
- | - Operands, from where you select the one appropriate | + | - Click on //default_pack_size// in the available fields list |
- | - Value, where you enter your specific criterion | + | - Click on //is strictly greater than// in the Comparisons list |
- | - For queries with more than one criterion, click ** Add line** , .then .... | + | - Enter '' |
- | - Click the appropriate conjunction. | + | - Click the //Add line// button |
- | + | - Scroll down the available fields lists then click on //code// in the available fields list. | |
- | For example, if you want to find all items whose default pack size is greater than ten and whose code starts with "A" | + | - Click on //is// in the Comparisons list |
- | + | - Enter '' | |
- | - Click on "default_pack_size" | + | - Click the //Query// button to perform the query |
- | - Click on "is strictly greater than" | + | |
- | - Enter "10" (no quotes) | + | |
- | - Click the ** Add line** button | + | |
- | - Scroll down the available fields lists then click on "code" | + | |
- | - Click on "is" | + | |
- | - Enter "a@" (no quotes) | + | |
- | - Click the **Query** button to perform the query. | + | |
- | Before step 8, the window would look like this | + | Before step 8, the window would look like this: |
{{ : | {{ : | ||
Line 105: | Line 113: | ||
The upper area of the query editor shows a summary of the query that is about to be performed. | The upper area of the query editor shows a summary of the query that is about to be performed. | ||
- | Note that the wildcard character " | + | This example will return a list of items where both the search criteria are met because the conjunction //And// was used. If you wanted |
- | This example will return a list of items where both the search criteria are met, because the conjunction | + | **Saving and Using saved queries:** If you have spent time on developing a particular query, and you are likely to use the same query in the future, click the //Save...// button. You will be asked to choose a name and location to save the query. The saved file is very small. |
- | **Saving and Using saved queries: **If you have spent time on developing | + | Then when a blank query window is first shown, you can click the // |
- | When a blank query window is first shown, you can re-use a previously saved query by clicking | + | Thanks for working through |
- | // Previous: [[tutorial:full_tutorial|The Tutorial]] | + | \\ |
+ | \\ | ||
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||