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Submitted by jan_rifkinson on 2008/12/03 13:19

Until I get a handle on IQ, I'm using the Inbox for all my work. However I added some fields.

One of them is 'Journal'

Journal is a boleean field yes / no

Back in the inbox I create an item with today's date & I add notes in the html window tthat describe my day

I check 'Journal'

Now I went to the current grid titled 'Journal'

I added a colum from my field 'Journal'

This column is not filtered, ie. 'ALL'

I would have thought that the items checked with 'Journal' should show up in the Journal view but this is not happening.

Clearly I've done something wrong, don't get the concept (as it's been many years since I've used EccoPro), etc.

I wanted to have a Grid / View with only Journal items, i.e. items w notes in html window

There may be a better way to approach this task. If so, what is it?

And I don't understand the use of the popup editor

Thank you.

Comments

You idea of using a Journal field is good.

However the Journal view (or grid) has by default no source (i.e. it shows all items) but with the DateFilter enabled. This allows you to view items based on their creation date (check the DateFilter left-most textbox).

To resolve this, simply create a new grid and set its source to be your Journal field

Details in Getting Started

Extract:

The Grid(s)

As you put more and more information in SQLNotes it becomes crucial to be able to show just the section that you want to see. The Grid, the primary working window, is where you can achieve such a thing. A Grid displays items and selected fields -- items correspond to lines, and fields are shown in columns.

SQLNotes is very flexible in the way it presents your information. Items are selected (or filtered, shown) from all the ones your entered in the database, using the edit boxes at the top of the grid, in what is called the source bar (see below). Each grid (you can have as many as you wish, and even display several at the same time) have those to define the content.

Here's a description of the source bar :

The Source Box: You'll find a drop-down list of all the available fields. In the example shown here, we see all items related to projects (i.e. that have something in the field Project). Much more complex criteria are possible (i.e. Project="Somiro" or Project AND EstimatedCost>10000 will filter out the first 2 items)

Thanks for that post, Pierre.

Your line, "As you put more and more information in SQLNotes it becomes crucial to be able to show just the section that you want to see.", is right on. This is something that I have struggled with at times. (Among other things!). My current main database insists on showing all items in the Welcome grid. I have to show the Source Bar and change the source to SQL Notes every time I open it. Yet the HTML pane always shows the correct data. No doubt it is due to some filter or other setting that I cannot find, so I just completely ignore that grid and hope that nothing similar occurs in any other grid.

As you mentioned, what you can view in each grid is crucial, particularly as the data grow. There are areas of the IQ UI where this could probably be made much easier. Hope we get there someday!

Jim

> My current main database insists on showing all items in the Welcome grid

That shouldn't be. Once you set the source for a grid, it sticks, unless you change it again. You could open the Grid management window and check what it says there (in the source part). (Note that when you change the source in the source bar it's important to press enter afterwards.)

> Yet the HTML pane always shows the correct data.

What do you mean ?