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Sorting and Searching in Table View

Distributor steps for sorting columns and filtering records in any Encompass table view, incl. wildcard (*), exclusion (<>) and greater/less-than searches, and clearing filters. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

How to sort and search in table view
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  1. Using Universal Search, navigate to a table
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  2. The table view is organized in rows and columns, with fields as the Column Header
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  3. Click on a Field column header to see available options
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    • Sort A → Z/Sort Z → A - select a sort order for the data, ascending or descending order
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    • Search - filter to a keyword or value
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  4. There are options for keyword or value search such as:
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    • Search for a specific keyword or value
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    • Perform a Wildcard search by entering an asterisk (*) before the keyword or value
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    • Perform an exclusion Wildcard search (such as <>*dog to show results that do not include the word "dog")
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    • Click the menu icon to select multiple records from a drop-down menu.
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    NOTE: Using < or > will get results less than or greater than the value you enter. This is helpful for dates, prices, or other numerical data
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  5. Click Go after you are satisfied with the filters
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  6. The filter icon will be visible for any column with an active filter. Remember to remove filters if you want to see more results and be aware of any built-in filters
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