Searching and Filtering Items

Search and Filter are common methods to locate and collect existing content in apps.

InfoQube isn't short of ways to do this, each way having pros and cons. These are :

  1. Grids and other UIs, each collecting content that matches a set of criteria
  2. Grid Auto-Search (Ctrl+F3, F3 for next match)
  3. Grid Column Filter (drop-down list of values from the column header)
  4. Grid Filter Dialog
  5. Grid Filter by Selection
  6. Grid Hoist items
  7. Source Filter (and Sort, as sorting is another way to find and collect content)
  8. Alphanumeric Filter and Date Filter Toolbars
  9. Live-Search UI
  10. Advanced Search pane
  11. Double-click on a [field] or #tag to show matching items

With all these different methods to "find" stuff, what IQ was missing, in particular for new users, is a simple, centralized and user friendly way to do this.

The new Find and Filter dialog (Ctrl+F) provides this:

a

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The dialog is non-modal, meaning that it can be left open. It is context sensitive, so users can change grid or grid column. Current Find / Filter context is shown at the bottom of the dialog.

Many actions that can be done through this dialog can also be done using direct commands. The following two tables show the equivalent commands:

1- Empty Find string

Action Current View Entire File
Find Next N/A N/A
Select by Value No equivalent command N/A
Filter by Value Grid > Column Filter > Filter by Selection (Ctrl+Shift+G) N/A
Hoist Selected Items Grid > Hoist (Ctrl+H) No equivalent command
Show in Live-Search N/A N/A
Show in Search Grid No equivalent command

 

2- Non-empty Find string

Action Current View Entire File
Find Next Grid > Auto-Search (Ctrl+F3, F3 for next match) N/A
Select Items No equivalent command N/A
Filter View Grid > Column Filter > Grid Column Filter (Ctrl+G) N/A
Hoist Items No equivalent command No equivalent command
Show in Live-Search Omnibox (Ctrl+Shift+F), enter text and hit Enter
Select Search Current Grid
Omnibox (Ctrl+Shift+F), enter text and hit Enter
Select Entire File
Show in Search Grid No equivalent command
Can use Live-Search and then show the results in a Search grid

1. Find Next

Find Next works in a very similar way as the Find command in word processors:

  • Enter some text and click Find. Found text is highlighted in the grid
  • Press F3 to see the next match
  • Find is performed on the currently selected column
  • It uses the grid built-in Auto-Search feature
  • Click the Undo button to cancel Auto-Search
  • If Auto-Search has been disabled by an interaction with the grid, the Find / Filter button may stop to work. When this happens, click the Undo button and then click again on Find / Filter to resume

2. Select by Value / Select Items

  • If the Find string is empty, this action will select all items in the current grid with the same value as the selected value
  • If the Find string is not empty, this action will select all items in the current grid that match the find string
  • The number of selected items is shown on the main IQ status bar
  • Once items are selected, 2 actions are of particular interest: Filter View and Hoist Items (see below). One can also makes changes to all selected items using the Properties pane
  • Click the Undo button to unselect matched items and reselect the items that were selected prior to performing this action
  • It is possible to enter a single tag to select all items having this tag (enter #Tag1)
  • There are no equivalent command. Details here: 1. Selecting Items

3. Filter by Value / Filter Items

  • If the Find string is empty, this action will do a Filter by Selection command. Details here
  • If the Find string is not empty, this action will do a Grid Filter command. Details here
  • Click the Undo button to remove the filter

4. Hoist Selected Items / Hoist Items

  • If the Find string is empty, this action will Hoist the selected items. Same as Grid > Hoist (Ctrl+H)
  • If the Find string is not empty, this action will Hoist all items that match it
  • Click the Undo button to turn Off Hoist

5. Show in Live-Search

  • Enter a Find string
  • Select the Scope (Current View or Entire File)
  • Select the Match Type
  • Click Find / Filter to open the Live-Search tab with the search results

6. Show in Search Grid

  • If the Find string is empty, you must enter a Filter in section 5. See below
  • Otherwise, enter a Find string
  • Select the Scope (Current View or Entire File)
  • Select where to look for the text (which text field(s))
  • Optionally add a Filter criteria (section 5). It can include any number of fields or #tags
    such as IQDoc, #Links, #Grids AND Done is Null, etc
  • Click Find / Filter to open the Search grid with the search results