A filter indicator takes on the value of the number of elements on a result list, as a function of search criteria.
It is established automatically upon request from the search screen corresponding to the desired list.
In forms where it is present, the filter indicator is a hypertext link to the resulting list.
Rights
The indicator only takes into account the elements to which the connected user is entitled.
For example, if the indicator returns the number of current work orders, only work orders for the access organization and criterion compatible with the user's rights will be taken into account.
Creating a filter indicator
- On the [Search] tab of a function,
enter the search criteria serving as the filter of the indicator, then select [Convert to indicator] on the analysis icon .
→ The detail form of the new indicator appears.
The list of filter criteria contains those filled in in the search form. If necessary, change the values of the criteria to replace them with settings.
- Record the indicator, which will henceforth be present on the list of indicators of the [Analysis] module.
Values of criteria
You can change the values of the criteria, but you cannot add or delete any.
If you wish to change the list of criteria, delete the indicator and recreate it from the search form.
The values of the criteria can be settings (see example below):
- Current date: {sysDate}
- Connected user: {user.code}
- Entity code: {bean.code}
You can also create expression; for example:
- {sysDate} + 1{month} + 1{day} = Current date + 1 month and 1 day.
- {bean.material.code} = Code of the entity asset.
For the list of key words, see Dynamic default values.
Complete example: Late work requests for which I am the addressee
- In the [Work] module, select the [WR search]function.
→ The list of WRs is displayed.
- Select the [Criteria] tab and enter the following search criteria:
- Status: "Waiting to be taken into account" and "Pending completion,"
- Addressee: your user code,
- Max desired end date: Current date.
- Select [Convert to indicator] from the menu of the icon
.
→ The indicator detail form is displayed.
- In order for this indicator to be valid every day and for all users, assign the following values to the criteria:
- Status: value unchanged,
- Addressee: {user.code},
- Max desired end date: {sysDate}.
Additional information: Indicator as a function of a given entity
Let us assume you wish to know the number of work orders in progress at each Location point: Work orders in progress for a given location point.
- In the [Work] module, select the [Work orders] function.
→ The list of work orders is displayed.
- Select the [Criteria] tab and enter the following search criteria:
- Status: In progress, Waiting for supplies,
- Location point: *
→ The indicator will include this criterion.
- In the indicator details:
- Assign the value {bean.code} to the location point,
- Fill in "BOX " (Structure point) for the type of entity.
→ The created indicator can only be displayed in the indicators linked to the detail form of the structure point; see detail form.