Lookup

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Lookup Forms

You can create your own spreadsheets, charts, and reports by organizing data with filtering, sorting, and grouping using lookup or detail forms.

Watch the following videos:

How to Print, Email or Export Data from SI+

Lookups General

How To Email Invoices

 

To explain a lookup form, we are going to use the invoice lookup form as an example.

Please note that if you hover your mouse over certain parts of the form below, the cursor (Cursor) will change to a hand (Hand). Click to get specific help on that part of the form.

Select AllCheckboxGrid ReportsSortSummary BarSearch RowRecordsSelect VisiblePrintClearRefreshEdit FilterContextLookup_General

 

Column Header Row Explained

Sort Columns: Click on the header buttons (e.g., Date, Supplier Name, etc.) to sort the data in ascending or descending order.

 

Sort Multiple Columns: To sort by more than one column at the same time, hold down the Shift key while clicking on additional column headers.

 

Move Columns: To rearrange columns, click and drag the column headers to your desired position.

 

Resize Columns: To adjust the column width, drag the column-resizing cursor left or right right.


Filter Row Explained

Search for Specific Data: Type your search criteria in the blue filter row located just beneath the column headings.graphic

Advanced Filtering: For more advanced filtering options, refer to Edit Filter.

 


Double click coloured columns to do specific tasks.

 

Right-Click On The Row To Open The Context Menu

Example of a Right-click menu

 

Lookup_Right_Click

 

Right-click on the header button.

The right-click context menu will open. See image below.

graphic

 

The Header Row Context Menu (Right-click) -- Explained

Sort Ascending / Descending.

Select this option to sort your data in ascending ((A → Z or 0 → 9)) or descending ( (Z → A or 9 → 0) order.

 

Show Group By Box / Hide Group By Box)

Show Group By Box / Hide Group By Box

Toggle the Group By Box on or off.

 

Drag any column (e.g. Customer Name) into the Group By Box to group the data by that field.

To remove grouping, drag the header back to the main row.

 

Tip: Great for summarizing large datasets.

 

Remove this Column.

Hide unnecessary columns (customize the columns displayed):

 

1.Right-click a column heading.

2.Click Remove This Column.

 

To restore it:

 

Use the Column Chooser (see below), or

Close and reopen the form to reset the layout.

 

Column Chooser.

Re-insert hidden or missing columns (Adding columns to a grid):

 

1.Right-click any column header.

2.Click Column Chooser.

3.Drag the desired column back into the grid.

 

Handy for customizing what data you see

 

Adding columns to a grid

 

Filter Editor

The Filter Editor dialog allows users to build filter criteria of varying complexity using either:

oThe tree-like filter builder interface

oA text editor

 

To open the Filter Editor, you can also click the Edit Filter button, typically located just above the horizontal scroll bar on the right side of the lookup form.

Logical OperatorFilter_Editor

 

 

Note:

The report keeps the adjusted column settings only as long as you have the report open. If you want to save your settings, use the Grid Report.

See also the Developer Express: Filter Editor tutorial.

 

Keywords: Column Chooser,Context Menu Explained,Filter Editor,Filter Row,Group By Box,Header Row,Lookup,Remove Column,Sort Columns,Sort Multiple Columns