Submitted by CodeTRUCKER on 2009/08/30 16:45
Hello Folks!
 
It just occurred to me that it would be very handy to save a Quick Search as a Grid (tab). 
 
I envision a button on the top of the Quick Search dialog that says "Save Search Results as Grid."
 
I think there is a workaround that would do this with filters (?), but I was thinking of something fast and intuitive.
 
Fair winds,
Calvin

Comments

Hi Calvin,
what use do you envision for such a feature ? Just curious.

CodeTRUCKER

2009/08/30 18:05

In reply to by Armando

[quote=Armando]
Hi Calvin,
what use do you envision for such a feature ? Just curious.
[/quote]
Fair question.  Here is an example of how I would use this feature...
  • I want to write a paper on "helicopters."
  • I perform a Quick Search for "helicopters...
  •  273 resuts are produced.
  • I click either the...
    • "Save Search Results to Existing Grid"
    • "Save Search Results to New Grid"
  • I click on the "...New Grid" option and am presented with the new grid dialog
  • I name the new grid "Helicopters Research"
  • When I click [OK] a new grid named "Helicopter Research" is presented.
    • Each item in this new grid is
      • A copy of the data from the source item and...
      • Automatically linked to the source location
  • Now that I have the data concisely listed in a grid (tab), I now create/open a grid to write my "How Helicopters Are Useful" paper.
  • As I compose my paper, I refer back and forth to the "Helicopters Research" saved search results grid.

The primary advantage is that there is no need to search over and over for the same data.  Besides, if I was to do this, the results would include redundant hits from the paper I was writing.

Let me know if this answers the questions.

 Fair winds,

Calvin

Armando

2009/08/30 21:33

In reply to by CodeTRUCKER

It's a good idea. But not sure if it’s that essential as it’s easy to do the same thing relatively quickly, manually.

 

Some things to consider :

 
 

1- Named filters (a way of memorizing filters settings, etc.) are on their way as a feature, so that you wouldn't have to research for the same things over and over, and manually write down your filters. You could have a grid with a recorded list of specific filters for different subjects-projects-contexts. I don't know when this feature will see the light though.

 

2- Like you suggested this is already easily achievable in 3 simple steps :

 
a- as usual use the quick search dialog to make your search
 

b- create your new grid (+ define its source if you're not going to use the IQ automatically created field for the new grid)

 

c- Drag & Drop all the items from the search grid to the new grid. Voilà. (If you have a complex source, there might be some issues -- which would be resolved by manually choosing which fields to assign to new items in the grid, in the grid management window --  but not if the source is simple, i.e. : a single field)

 
 

Keep in mind that creating too many grids might clog your grid menu. I do have many grids too, but it's probably not the best solution in the long term. "Named filters" will alleviate this problem, and also a better type and search functionality in the grid menu (which you can invoke with ctrl shift o -- then start typing, press enter when on the write menu entry... Note that there are 2 different ways of displaying the menu...).

 
 

CodeTRUCKER

2009/08/30 22:00

In reply to by Armando

Makes perfect sense, except how would the additional "helicopter" elements of the "paper" be excluded since the filters are always real-time? 
 
I guess I *could* add a "Date < TodaysDate" filter too.  That would do it, would it not?
 
FYI - I have been reading for days now, and I can not get my head around what is meant by "source!"  I am persuaded that it is simple and I have tried applying different "Source" choices, but the results do not turn out to what I expect.  (Maybe this should be in another thread?) 
 
Fair winds,
Calvin

Armando

2009/08/30 23:40

In reply to by CodeTRUCKER

Interesting. Maybe the "source" term should be modified then.
 
The source is just the main grid filter. It defines the items which will be displayed in a grid. You could choose the Inbox or addressbook fields. You could mix different fields with Boolean  operators like : addressbook and inbox
 
At first, it is advised to use simple source (one field) for each grid.
 
See : Items, Values and Views. There's a description of the source and source textbox.
 
 
I'm  sure that if you focus on the manual, you'll learn more about the basics there than by surfing the forum as most important things in the forum is copied in the manual. That's not always true of  course, but mostly true... ;)
 
 

Tom

2009/08/31 02:08

In reply to by CodeTRUCKER

the glossary -- link to nonexistent node ID 90 -- in the manual is intended as simple definitions, including source:
 
quote:
  • Source \ Grid Source \ Source box  this defines what items are displayed in a grid. The Source is always a field (it can be more but it is recommended to keep the Source simple and add additional criteria to the Filter). When you create a new grid, let's call it "Inventory", a yes/no tick-box field is automatically created by that name. New top-level items in this grid will always have this field (automatically) ticked. The Grid Source can be changed at any stage via the Sourcebar.
    Alt-S toggles the sourcebar which has Source Box, Filter Box, and buttons for the AlphaFilter and DateFilter and the Sort Box. See 2. Getting Started and 3.2 Grids as main UI

CodeTRUCKER

2009/09/11 18:39

In reply to by Tom

Thanks, Guys!  I appreciate the help and boy do I need it!  I used to think I was an intelligent individual, but now I am not so sure?
 
I have been trying to absorb the manual and/or the forum and I am just not getting it!  This is why I have been so quiet here.  I try to read some part of the manual and then try to apply what I have read.  I hit some snag in the experiments and come to the forum to search out some context.  Next, I try to surf the forum (fast-paced here) to let some kind of comprehensive picture morph into view, but I must have a mental block.  Perhaps it is my disenfranchisement with Microsoft and IQ's dependence on MS (is OpenOffice good)?  Maybe it's my recent diet change (pass the tofu, please)?  Maybe it is recent medications that have been prescribed?  Whatever it is... it is a beast, but the good news is I have faced (and beat) this beast before when I began to learn the concepts of programming.   Haha!  Maybe my subconcious remembers the pain of those days and is horrified to relive them!    Yep!  That would do it!
 
Someone once said the "there is no such thing as a stupid question."  Well, I beg to differ and you will have to put up with my "stupid" questions until I learn enough to ask some "intelligent" questions.
 
Anyway, I said all that just to say I am moving at a snail's pace in gaining understanding, but I am grateful for the ready willingness to bolt on some training wheels!  I hope I am not rambling too much?  Thanks again!
 
Fair winds,
Calvin

KeithB

2009/09/11 18:56

In reply to by CodeTRUCKER

[quote=CodeTRUCKER]
...  I used to think I was an intelligent individual, but now I am not so sure? ...
 
[/quote]
That's how a lot of us non-ecco-background users feel/felt!  I can't wait for you to "get it"!
 
A few observations:
 
    1) Please consider attaching your problem test files to a forum post. That way you could roughly describe what's not going according to plan, without having to know all the IQ terminology. Then the rest of us could take a look. Everyone could learn that way.
    2) Jerome has started a tutorial; you're volunteered to be a guinea pig for it!
    3) Look for some videos from me.  Check out the link on #10 on 3. View Menu.  Might be helpful.
    4) vacation in Montreal per Pierre's post?
    5) Did you know Pierre's offer a free phone conversation to get you started?  It's not cheating, either! (I bet it would have saved me countless hours!)
Keith