Key windows and tables throughout the system, especially those that contain long lists of entries (e.g. Jobs, Vendors, Owners and Item Masters) can be filtered to make it easier to find what you are looking for.
When in an applicable window, clicking the Filter button in the toolbar opens the Filter Wizard, which is used to narrow down the records you are viewing in the main window based on the delimiters you select.
The Filter Wizard possesses many different fields which it uses to filter through the selected table, as well as query operations which can help further narrow the scope of filtration. The available fields by which the wizard filters depends on what table you are viewing, while the query operations remain constant throughout.
For example, the image below contains available filter fields for the Jobs table, Materials table, and Item Masters table, in that order.
The image below constitutes the available query operations, which are the same for all listed tables.
Practical Tips
After you use the Filter Wizard the results of that search will remain displayed in the window until you clear the filter. As an example, if you filtered the Jobs window for records with the word 'sewer' in the description, that is all that will appear in the window until you go back and reset the wizard. To remove the filter, simply click on the Filter toolbar button. When the Filter Wizard opens, click Next in each of the three windows. In the final window, click Delete, and then Finish. The filter will be turned off and all your jobs will once again be displayed in the window.
Also keep in mind that for certain tables, such as the Item Masters table, the Filter Wizard is unable to filter for items that are not currently displayed. For example, if you are aware that an Item Master contains a sub-item called “John Deere excavator,” then you must make sure the sub-item is visible somewhere in the table. This can be done by selecting Options from the menu bar, and then selecting Set Tree Depth. A tree depth of 3 or higher is recommended when filtering for specific items.
The Filter Wizard can also be used to clean up messy tables, especially if they contain items you definitely know no longer see any use. Say for example a vendor deal fell through with those very same John Deere excavators that we just filtered for. We can delete all of these items at once, despite being scattered throughout the job, by opening the Filter Wizard inside the Equipment table with the Equipment Description set to "John Deere." Once that's done, we can select whatever needs to be deleted by highlighting multiple items with Shift-click, then hitting Delete.
Conclusion
Getting started with SharpeSoft is a breeze. Whether you are looking to create a new job or add one, SharpeSoft has got your back. We have the tools and expertise necessary to help you make it happen without breaking a sweat.
You can continue on to other helpful Fast Trax articles found in the Blog section. To learn more about this particular subject, consult your system Help manual, or just give us a call and we’ll be glad to walk you through it.
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