Subset Filtering Overview
SapphireOne Subset Filtering provides a series of functions under the Options menu for elegantly filtering the results of any transaction list in order to prepare it for further management. These include Show Subset, Show Last Set, Show All, Omit Subset, Save Set and Load Set.
Selecting Records
Select/highlight the records that the user wants to be either retained or omitted from the results in the list. This is achieved Using a combination of the Command (MacOs), Control (Windows) and Shift Key to select individual records or a range of records respectively.
- Shift Key – To select a range of records, select the first and last record of the desired group of records while holding down the Shift key.
- Control Key – Individual items may be selected or deselected by clicking on a row while holding down the command (MacOs) or Control (Windows) key while selecting.
Subset Filtering Overview
SapphireOne provides a series of functions under the Options menu for elegantly filtering the results of any transaction list in order to prepare it for further management. These include Show Subset, Show Last Set, Show All, Omit Subset, Save Set and Load Set.
Selecting Records
Select/highlight the records that the user wants to be either retained or omitted from the results in the list. This is achieved Using a combination of the Command (MacOs), Control (Windows) and Shift Key to select individual records or a range of records respectively.
- Shift Key – To select a range of records, select the first and last record of the desired group of records while holding down the Shift key.
- Control Key – Individual items may be selected or deselected by clicking on a row while holding down the command (MacOs) or Control (Windows) key while selecting.
Show Subset
After your selection has been made, select Show Subset in the Options menu. SapphireOne will then remove all records that were not selected/highlighted and leave the selected records in the reduced list.
The result of this example following the application of ‘Show Subset’ will be as follows.
Show Last Set
Selecting the Show Last Set option will tell SapphireOne to show the last list that was displayed prior to the application of a filter option within the current Transaction/Inquiry list.
Show All
Selecting the Show All option will tell SapphireOne to show all records as it did when the list is first displayed to the user.
Omit Subset
This option is the reverse of the Show All option. The Selected records will have been removed from the resulting list
Save Set
By default subset filtering will not be retained when a list is closed. Save set will allow the user to retain their filtered results. You can save a single filtered list per inquiry screen per user. This saved set will remain saved for the user for the duration of the logged in session. This can be replicated across every Inquiry or Transaction screen. A unique set can be saved by the user for each screen.
Load Set
If the user has saved a set before closing their filtered Inquiry or Transaction Inquiry screen, this list can be reopened using the Load Set command from the SapphireOne Options menu. This will be retained for the duration of the logged in session only. The user has the ability to reload sets from every single Inquiry and Transaction Inquiry screen when that set has been saved.