This guide will cover the functionality of the Trip search functions and provide examples of how they can be used to customize your Trip search page. This same functionality is available on all pages (Aircraft, Personnel, Quotes, Expenses, Crew Records > Qualifications, Maintenance > Inspections, Discrepancies and Job Cards, Accounts, Contacts, Leads, Vendors and Deals. Each page type provides a list of items that can be selected to search upon. We refer to them as filters.
Some filter language defined:
Dropdown Menu - The dropdown menu at the top of the filters options box allows you to select default searches, ones that you have saved and ones that have been shared with you by other users. This allows you to easily select those searches so that you do not have to recreate them every time you access the trip search page. The last search that was run from this drop down will be saved for the next time you load the page.
Display Columns - The display columns option allows you to select which columns will appear in the table and what order they appear in.
Column Filters - You can quickly and effectively drill down into records that are pertinent to you through the filters. We will cover their full functionality later in this guide.
Match All Filters - The match all filters feature allows you to add (and) and compare (or) column filters.
1. Access Display Columns in the search page. Put your cursor in the display columns text box. A menu list of columns will appear in drop down menu below the display columns.
2. Select the display columns you would like to display in the table.
3. Click Search when complete and the table will update to the right of the filters options.
Filters are contextual which means there is a different set of options under each of them based on the type of data. For example, if you are applying a filter based on a text field (Accounts), the options would be bring back trips where the customer Account is Case Technologies or ends with Aviation. If you're filtering on something like Departure Time which is a date based filter the options are things like more than 10 days or this month. For example, if you wanted to search for all trips where the actual departure date/time was in the past and all legs were not logged, your filters would look like the ones in the image below.
These filters allows you to filter rows based on whether an item evaluates to true of false. An example of a column where this applies is All Legs Logged. If you select True, the table will only display trips where all legs have been logged. If you select False the table will only show trips that still have legs that haven't been logged.
These filters allows you to filter rows by text. There are several sub-functions within this function and they are defined below. In this example we are using the 'Is' sub function to view all trips that align with the Case Technologies Account. If you wanted to add an additional sub-filter you could do so by clicking the Add Filter button.
Is - This sub-filter allows you to filter by the complete text value and return one value that matches your sub-filter. For example, if you input an Account name it would filter out all Accounts that didn't match your input.
Is not - This sub-filter allows you to filter by the complete text value and return all values that do not match this sub-filter. For example, if you input an Account name it would return trips for all Accounts other than the one you put in.
Starts with - This sub-filter allows you to search by the first portion of text in an Account's name. For example, if you were looking for trips for a customer that flew under multiple company names that all started the same way (Rutger Manufacturing and Rutger Manufacturing Inc), you would be able to input starts with Rutger.
Ends with - This sub-filter allows you to search by the last portion of text in an Account's name. For example, if you input Inc because you knew the Account name ended with Inc this filter would return all Accounts that ended with those letters.
Contains - This sub-filter allows you to search by a portion of text in the Account's name. For example, if you input McDonald because you knew the Account name contained those letters the system would return all Accounts with those letters (for example, John McDonald LLC and McDonalds Corp).
These filters allow you to filter rows based on date values. Relative sub-filters allow you to filter the columns relative to today's date or current value. The Absolute sub-filters allow you to filter based specific dates or values you input. There are several sub-filters for Relative and Absolute, they are defined below. In this example we are utilizing a Relative sub-filter to view trips that departure more than 10 days from today. If you wanted to add an additional sub-filter you could do so by clicking the Add Filter button.
More than - Returns values that are more than the value you indicated relative to a current value.
Exactly - Returns values that match the value you indicated relative to a current value.
Less than - Returns values that are less than the value you indicated relative to a current value.
Custom - Returns values with the range you selected relative to a current value.
After - Returns values after the value you indicated.
On - Returns values that match the value you indicated.
Before - Returns values less than the value you indicated.
Between - Returns values within the range you selected.
These filters allow you to filter rows based on numbers. There are several sub-functions within this function and they are defined below. In this example we are using the 'Is More Than' sub function to view all trips where the delay time was more than 15 minutes. If you wanted to add an additional sub-filter you could do so by clicking the Add Filter button.
Saving Filtered Tables and Exporting the Table
At the bottom of the filters area, you have the ability to save one of your searches and share it with other users in the organization. Once all of the filters have been entered and the search run, you will click on the Save button. There will be three main options (Create New and Overwrite). If you select Create New, it will save a new search in the drop down at the top of the filters page to allow you to run it again. On the other-hand, if you click Overwrite, you will be able to select an existing search and replace it with the newly created one. Finally, if you click Save when you have a saved search loaded up already, there will be a third option to Edit which simply updates the existing search with the new parameters.
If you save the search as it, it will be available only to you in the drop down menu. If you select the Shared checkbox you will be able to select individual personnel and/or groups that will also have access to the same search.
Once a search has been run, there are various export options at the top left corner of the table (Copy, CSV, Excel, PDF and Print.