Query Results - Sort and Filter

When you run a search for existing records on any of the query screens, you can apply sort and filter options to the list of results. To do so, after you run the query and are shown the list pane with the search results, select the Filter icon in the toolbar at the bottom of the pane.

Sorting and filtering options are not available for procedure and vendor lookups.

Sorting

You have two sorting options:

• Field - Select Field to choose which field should be used to sort the results.

• Order - By default, this is set to Ascending. Select Order to change this to Descending.

You can sort by any field available in the module in which you are searching.

Filter

You have three filtering options:

• Field - Select Field to choose which field should be used to filter out the results.

• Operator - By default this is Equals. This is tied to a value you enter in the field below it. Select this field to select another operator - Less Than [the Value], Greater Than [the Value], or Contains [the Value].

• Value - Select the field to enter a value to filter by, based on the Operator.

You can only filter by a field that you selected for your query results list on the Profile screen.

For example, if you're doing a work order query, and your profile is set up so that you see Description, Account, and Type on the Query Results screen, you can only filter by one of those three fields.

When you're done adding your sorting and/or filtering values, select the Apply button. You will be returned to the query results screen.

To return to the query results without applying any sorting or filtering options, select the module button in the top-left of the screen.

If you applied sorting or filtering options previously, and now you want to remove those filters, select the Clear button at the bottom of the screen. Then, select Clear Sorting, Clear Filter, or Clear All.