There are many ways a record can be found in Zutec Online. This article will summarise these ways, as well as providing links to more detailed articles.
You can search for any sort of information within Zutec via Global Search. This includes records, attachments, and data within attachments.
Global Search is located in the top-right at the top menu of every project. Type in whatever information you are looking for, and the results will appear in a new screen.
For more information on Global Search, click here.
To search for data contained within a table (excluding data contained within the attachment), type into the search field contained at the top of every table.
Press the 'Enter' key once you have entered your search term. The table will then show any relevant information.
For more information on table searching, click here.
You can also use the sorting function to sort your data by any field within a table. Data is sorted alphanumerically in either ascending or descending order.
The two arrows pointing up and down indicate a field that is not currently sorted.
To sort a field in ascending order, click the two arrows (above) once.
To sort a field in descending order, click the two arrows (above) twice).
For more information about sorting data within a table, click here.
Specific records can be found by using the filtering function on Zutec to reduce the number of records displayed.
To create a Data Filter, click the 'Manage Data Filters' button at the top of the table.
This loads the Manage Data Filters menu.
Data Filters operate like a sentence; use the series of dropdowns to filter for the data you want to see.
Once you have selected a filtering option, click 'Create Rule'. You can add more fields to build a more complex filter.
Once you have finished building a filter, click the green 'Apply Filter to Data' button.
If you need to save the filter, enter a name in the 'Filter Name' section and click 'Save Filter Set'. Saved filters are available via the 'Load Data Filters' button at the top of every table.
For more information about Data Filters, click here.
Quick Filters allow easy filtering of column data via the table view (rather than the Manage Data Filters menu as described above).
To use the Quick Filters, click the filter icon next to a column heading.
Data within the field will appear in the dropdown. Select the option(s) via the tick boxes.
Once your selection(s) have been made, click 'Apply'.
For more information about Quick Filters, click here.