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Select Properties
Make the following menu selections to display this page:
eFinancials—Select—Property Selections
or
ePO—Select—Property Selections
This page also opens for report forms when you click
the Select Properties button.
Use this page to:
- select
one or more properties for a report.
- store
your selections as saved selection and
quickly recall it when running reports.
- change
or delete a saved
selection.
Only properties to which you have been given access
are listed .
Fields
Select All / None box (unlabeled)
Click the box to check (or uncheck) all property
selections in the grid. The selection is updated immediately. Or use individual
check boxes.
check boxes
Click the check box next to each property you
want to select. The selection is updated immediately.
The selected properties can be:
...used as selection criteria when running a report;
or
...saved as a saved
selection. A saved selection
is a group of selections that can be stored, recalled or deleted.
ID / Description
The read-only ID and description of each property
available for selection in the grid.
(blank "saved selection")
lookup
field
Enter a saved
selection name to work with. When you enter a name in this field,
you can:
store
a group of currently selected properties under the name that you enter
into this field -
when you then click the Store Selections
button.
recall
a group of properties that were stored previously in the system with the
name - when you click the Recall Selection
button.
change
the properties stored under the name when you select different properties
- and then click the Store Selections
button.
delete
the name and associated group of properties - when you click the Delete Saved Selection button.
open
the Select Saved Selection pop-up
window and then select an existing selection
name - when you click the lookup icon
.
For additional information, refer to the button
descriptions below.
Recall Selection (button)
Click the button to update the list in the grid
with the selections from a saved selection.
This becomes the current selection. The name currently showing in the
(saved selection) lookup
field determines which saved selection is recalled.
Store Selections (button)
Click the button to store the current selection(s)
showing in the grid with the saved selection
name that
is currently showing in the (saved selection)
lookup
field.
If the name already
exists then the saved selections for that name are replaced.
If the name does
not exist, then the saved selections are added.
Delete Saved Selection (button)
Enter a saved
selection name into the (saved selection) lookup
field and
then click Delete Saved Selection
to delete a stored saved selection
.
Done
Click the Done button to exit the form.
To Select Properties
- From the menu, select Select—Propertry
Selections. Or, from the report
form (where you select the criteria to run a report), click Select Properties.
- For each property
you want to work with, select the check box. Or, to select all properties,
click the Select All / None check
box in the grid header. Changes to your selections are posted immediately.
- Click Done.
To
Store a Saved Selection
- From the menu, select Select—Property
Selections.
- Select the properties
that you want to store. Check individual boxes or click the Select
All / None check box in the grid header.
- Enter a selection
name into the saved selection
field in the header and then click Store
Selection. This adds a new, or updates an existing, saved
selection using the name in the field—with
the properties that are currently selected.
- Click Done.
To
Recall a Saved Selection
- From the menu, select Select—Property
Selections.
- Click the lookup
icon
. The Select Saved Selection pop-up opens.
- Click a saved
selection in the grid. The pop-up closes and you are returned to
the grid. The saved selection
name appears in the lookup field.
- Click Recall
Selection to apply the saved
selection as the current selection. Changes to your selections
are posted immediately.
- Click Done.
To Delete a Saved Selection
- From
the menu, select Select—Property Selections.
- Click the lookup
icon
. The Select Saved Selection pop-up opens.
- Click a saved
selection in the grid. The pop-up closes and you are returned to
the grid. The saved selection
name appears in the saved selection
field.
- Press Delete
Saved Selection to delete the saved selection listed in the saved selection field. The saved
selection name and associated group of properties is deleted.
See Also
Reports
Introduction
Select
Introduction
Properties
Overview