Lookup

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A Lookup Form is a reporting tool that is used throughout Smart IT+. This form allows you to sort, filter and group data to create your own reports and spreadsheets.

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

 

Header Row

Sort ascending or descending by clicking on the header buttons (e.g. Date, Supplier Name etc. in the above form

Sort on more than one column simultaneously by pressing the Shift Key, while clicking on the column headers.

You can move columns around by clicking and dragging the headers.

You can make the columns wider or narrower. To re-size, drag the column-resizing cursor to the left or right.


Filter Row

Search for specific data by typing the search criteria in the blue filter row, just beneath the headings. graphic

See also Edit Filter for more advance filter options.


You can 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


Description Of The Context Menu

Sort Ascending / Descending

Select to sort your data

Show Group By Box / Hide Group By Box (if box is open)

See image above.

You can drag a header for example Supplier Name to this box to group your data per supplier.

To un-group, drag the header back to the header row.

Remove this column

Right click on the column heading you want to remove. You can re-insert it. See Column Chooser below. Closing and opening the form will also restore the columns to its original layout.

Column Chooser.

To re-insert removed columns.

Filter Editor

The Filter Editor dialog allows users to build filter criteria of any complexity using either the tree-like filter builder interface or a text editor.

An alternative way to open the Filter Editor is to use the Edit Filter button, usually just above the horizontal scroll bar on the right of the lookup form.

Filter Editor.

The Filter Editor dialog allows users to build filter criteria of any complexity using either the tree-like filter builder interface or a text editor.

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.