Purpose: Allows for working with all saved criteria in the system. If a user is no longer at the association this routine allows for managing the saved criteria owned by that user. Selected criteria can either be deleted or have the owner changed to a different user.
Launch Point: This routine can be launched from the following location(s):
•Utilities à Routines à Supervisor Functions à
Example: When the routine is launched a window will open
The grid shows all saved criteria in the system grouped by module.
Above the grid is a filter row. This allows you to filter the display on any field in the parent row of the grid.
Selecting an item from the drop down list in a field will limit the records already displayed in the grid to those which have the selected value in the field. Seen in the example above, you can also type text into the filter row. This will limit the records already displayed in the grid, to those which start with the text entered. To clear the display filter, click the remove filter icon in the right of the field in the filter row.
The parent row displays information about the saved criteria. Click on the plus sign to the left of the saved criteria row to see the child rows detailing the criterion for that saved criteria.
There are child groupings for each criteria set and one child detail row for each field in the set. The child detail rows show the table, field, condition and details for that field.
To delete saved criteria first check the box to the left of the parent row for all of the saved criteria to be deleted. Then click the Delete Selected button.
A message will be displayed showing the number of saved criteria that have been selected to be deleted. To delete the criteria click OK.
Once the saved criteria have been deleted this message is shown.
To change the owner of a saved criteria, first check the box to the left of the parent row for all of the saved criteria to change the owner on.
Then click the down arrow on the Change Owner on Selected button. A drop down list of users will open. Click on the user to be the new owner of the selected saved criteria.
A message will be displayed showing the number of saved criteria that have been selected to have the owner changed. To change the owner on the criteria click OK.
Once the saved criteria have had their owner changed this message is shown.
Watch the Manage Saved Criteria video: