Text Fields Connected to a Module Lookup

Text fields that are validated by a Module Lookup list options to select single or multiple values from a list, and offer special options to indicate that a value exists or that the record corresponds to user information or user favorites.

Define a Report Criteria Expression for a text field connected to a Module Lookup:

1. Locate the field for which you want to specify report criteria.

2. Choose between two options:

   • Select is to return all records in which the field matches the value.

     For example, Shop is Electrical would return all records where the value for the Shop field equaled Electrical.

   • Select is not to only return records where the field does not possess the specified value.

     For example, Shop is not Electrical would return all records in which the value for the Shop field is something other than Electrical.

3. Choose one of the following options:

   • Select a single value for the field:

     1. Select Select from the second field.

        The appropriate Module Lookup opens.

     2. Locate and select the record you want.

     3. Click the Apply button.

        The Module Lookup closes and you are returned to the Report Criteria window with the selected value displayed.

   • Select multiple values for the field:

     1. Select Select Multiple from the second field.

        The appropriate Module Lookup opens, allowing you to select your records.

        If you have already saved report criteria for this field, your previously selected records are listed in the My Selection(s) area.

     2. Locate and select the records you want.

        The records are added to the My Selection(s) area at the bottom of the window.

     3. Repeat this process until you have added all the records you want.

        To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

     4. Click the Apply button.

        The Module Lookup closes and the field you modified has a value of <Multiple Values>.

   • Select Value Exists from the second field if you only want records where the field is not blank or empty to be returned.

   • To filter by records that correspond to the user running the report, select a user option from the second field.

     The available options depend on the field. For example, if you selected [User Repair Center] for the Repair Center field, the system would return all records that have the same Repair Center as the user running the report.

   • To select records that have been defined as favorites by the user running the report, select the [User Favorites] option.