Filters and Lists

In this article we'll learn:

  • How the Filter Bar is structured
  • How the Filter and Search function work
  • How Lists are structured
  • How to work with Lists in the Workflow

In this article we discuss the structure and function of both Filters and the Search function. For a detailed description, please take a look at the articles: Filter and Search functions and Lists.

1. Filters

Filters are complex, "reusable" selections within a database. You can combine several criteria to limit what is displayed in a List. As an example, a list of all print-ready labels from a customer that should be produced on a specific substrate can be saved as a filter and used as needed.

1.1. How Filters are structured

In the Filter Bar, filters can be managed and searched for. The Filter Far consists of two areas:

  • Filter – This area consists of Set filter [1], Save, Apply and Delete filter [2], Active Filter (when no Filter is applied, we see "No Filter Set") [3] and Refresh icon [4].
  • Search – This section consists of the Search input field [5] and an option [6] to select/deselect the search criteria.

Figure 1: The minimum configuration of the filter bar

PMS WebGui :: Production Jobs

1.2. Working with the Search function and Filters

Lists can be filtered using specific criteria or searched for using specific terms.

1.2.1.

The following options are available for filtering lists:

Set Filter [1] – By clicking on Set Filter the user can define a filter consisting of one or more criteria.

Save, Save As, Apply and Delete Filter [2] – If a filter was previously set, the user can save the current filter. If several filters have been applied, the user can use the drop-down menu to apply the previously saved filter, save as (which creates a new filter) or delete an existing filter.

Active filters [3] – Each criterion selected in the Set Filter dialog is displayed as a black chip (tag) containing the filter criteria. In the example below, we see two Tags [7] displayed. Within the tag, the parameters for the selected criterion are displayed, allowing the user to see at a glance the criteria according to which the list is currently filtered. The user can delete individual criteria or even all criteria, which in turn displays all data records in the list.

Refresh [4] – It may occur that new records have been created or deleted in the meantime, therefore the user must update the list to see the current status of all records in the list.

Figure 2: The Filter shown below displays all orders from the Customer »Mr. Hans Peter Schneeberger« whose Order Number starts with »2020« in the list.

PMS WebGui :: Orders

1.2.2. Searching Lists

The following options are available when using the searching function for lists:

Search Input Field [5] – Here you can search for specific entered text in the currently filtered list.

Search in – Users can select the criteria to be used for the text entered in the search field in the context-sensitive Search Options menu [6]. When fewer criteria selected, the search will be more accurate. Please note that User-defined Fields [10] are also available in the Search Options menu.

Figure 3: The Search Options available for the Production Job List [8] and the Order List [9].

PMS WebGui :: Orders

1.2.3. Search Settings

If the user interface consists of settings or action areas, in some cases the complete Filter Bar is omitted. Because settings areas must still be searched, a search bar is offered in some settings areas. As with the Search Function in the Filter Bar, the Search Input Field [11] with Search Options [11] is also available here. Performing a search in the search bar is handled in the same way as in the Search Input Field of the Filter Bar.

Figure 4: Using File Management as an example, we see the Search Input Field in the settings area.

PMS WebGui :: File Management

2. Lists

In Lists, a collection of thematically related information is displayed, uniformly repeated line by line. Lists are thus a method of displaying as much content as possible in a space-saving form.

2.1. How Lists are structured

As a rule, Lists are always structured the same way and their handling is the same. The essential parts of a List are:

  • Pagination [13] red – This dictates the amount of entries per page and which set of pages are displayed. Limiting the number of entries in the display area has a positive effect on the loading times for Lists. If the List has several entries, pagination is applied automatically to the List.
  • Header [14] yellow – The header of the List has the following elements:
    • Column labels [16] – Labels describes the type of information that is displayed below the header.
    • Sorting Arrows [17] – Allows the user to sort in ascending, descending or sequential order.
    • Column dividing lines [18] – For visual separation between the column labels and for adjusting the column width (by simply clicking and dragging the line)
    • Column Criteria [19] – Allow the user to choose and display relevant criteria (in the form of columns).
  • Display Area [15] blue – Entries displayed in the display area depend on the settings enter for both Pagination and applied Filters and any entries in the Search Input Field. Which information is displayed can be adjusted by showing or hiding columns using the Column Criteria icon.

Figure 5: The Order List.

PMS WebGui :: Aufträge

2.2. Working with Lists

Lists can be modified by the user as desired with regard to the contents displayed and displayed entries can also be sorted.

2.2.1. Defining the appearance of a list

To define the appearance of the List, proceed as follows:

  1. Click on the Column Criteria menu [19] (Figure 5) and select which columns should be displayed in the List.

Figure 6: The Column List with Column Criteria displayed.

PMS WebGui :: Production Jobs
  1. Determine the arrangement of the columns by moving the Column Criteria [20] in the header to the desired position.
  2. Then adjust the width of all columns by moving the dividing line [21] at the end of the column. After adjusting the column width for one column, the column widths of the other columns are adjusted accordingly. Note that by double-clicking on the separator line, the column width is adjusted to the maximum length of the displayed data records.

Figure 7: The display area with the List Header.

PMS WebGui :: Orders

2.2.2. Sorting Lists

To sort the contents of a list in the display area by information type (e.g.: name), the user must click on the arrows [22] or single-click on the column label. A further click on the column label switches to the next available sorting type. Lists can be sorted in three different ways:

  • Arrows are inactive: Sorting is done by date of creation
  • Upward Arrow is active: Sorting is in ascending order
  • Downward arrow is active: Sorting is in descending order

For detailed information on nested lists, please see the article: Working with a List