Section 5.4       Search Results Grid

The results grid displays the results of a search in a grid. The user can define which fields are available in the grid using the column selector, filter one or more of the fields in the grid, save searches, perform mass edits, and export search results. Each grid function is detailed below.

Section 5.4.1                   Column Selector

The column selector allows the user to decide which attributes (fields) are displayed in the search result grid. There are three (3) types of attributes; system, extracted and user defined. Extracted attributes are automatically populated based on the configuration. User defined attributes require a user to either accept the extracted value or are entered manually. System attributes are those that are applied by WIB™. The user can select attributes based on type.

     

Section 5.4.1.1           Default Grid Columns

By default, all attributes are displayed when entering the search page. An end-user can customize this view by arranging the order of the columns and deciding which attributes to show in the grid. These settings are kept for the user.

      Section 5.4.3.1           Box Level Results View

      Box level data is not shown. Box level shows the results for those boxes that match the criteria of the search.

      The results in the grid show the images that match the criteria of the search.

     Section 5.4.3.3           Detail Results View

Section 5.4.3.3.1                  Box Level Sort

The results grid can perform multi-valued sorting based on the order of columns selected. The first column sorted will be succeeded with a 1, second column 2, through the n^th column.

Section 5.4.3.3.2                 Image Level Sort

The child or image records inherit the parent grid sort and allows for one additional column sort.

Section 5.4.4.1           Private Saved Search -  (Roadmap)

Private saved searches are only visible to the user that created the search. To make a search private set the privacy flag when saving the search.

Section 5.4.4.2           Public Saved Search

By default, saved searches are public. Any user with access to the workspace will see the search. A user will not be able to see the results for attributes they do not have access rights to view. The user who creates the search must select Private when saving the search to make the search private.

Section 5.4.5.1           Mass Edit Single Value Field

The user can select multiple records and perform a mass edit on a single field. Each field must be edited independently. Make sure the Check Box is selected in the Column Selector. Check the box for the records you would like to perform a mass edit. Select the Edit button in the footer of the Search Results Grid. The Check Box in the Header selects all the records. Use the drop down menu in the Mass Edit dialog box to select the attribute you would like to update. Type in the value you would like to appear in the attribute. Select Save Changes. Now all the selected records are updated with the value entered in the Mass Edit dialog box.

Section 5.4.5.2          Mass Edit Multi Value Field (Roadmap)

The user can select multiple records and perform a mass edit on a single field. Each field must be edited independently. Make sure the Check Box is selected in the Column Selector. Check the box for the records you would like to perform a mass edit. Select the Edit button in the footer of the Search Results Grid. The Check Box in the Header selects all the records. Use the drop down menu in the Mass Edit dialog box to select the attribute you would like to update.

Section 5.4.5.2.1                  Replace all Values in a Multi-Value Field 

Type in the value(s) you would like to appear in the attribute. Separate each value with a comma. Select Save Changes. Now all the selected records are updated with the value entered in the Mass Edit dialog box.

Section 5.4.5.2.2                 Append a Value to the Value(s) in a Multi-Value Field

Turn on the append feature to add/append a value to the values already in the field. Type in the value(s) you would like to append to the current value(s) in the field. Separate each new value with a comma. Select Save Changes. Now all the selected records are updated with the value(s) entered in the Mass Edit dialog box. The new value(s) will appear at the end of those values that were already in the field.

Section 5.4.6.1           Create Export Package

Once the Export is activated, the Create Export package dialog appears. Complete the fields to generate the export. The following describes each field/option for creating an export package.

Section

5.4.6.1.1                  Name

Name the export package. Create a name that is unique. All export packages are visible so the more detailed the Name the easier it will be to find and complete the export.

Section 5.4.6.1.2                 Description

The description allows you to expand on the criteria of the export package where it is not possible to create a name that includes all the characteristics of the export package.

Section 5.4.6.1.3                 Configuration

A configuration must be created prior to exporting search results. Refer to Section 13.2 Export Package Configuration.

Section 5.4.6.1.4                 Query

JSON language-independent format that defines the criteria of the performed search for repeated execution and delivery of search results. This allows WIB™ Review to perform the same search each time without having to define the criteria each time the user wishes to perform the search

Section 5.4.7                  Record Detail Pane

A user can select any of the rows returned in a search and view the details of the record in the details pane. The details pane is a vertical view of the record with the attributes and image strip. The details pane has the following sections.

Section 5.4.7.1           Image Carousel

Thumbnail view of the recorded images. Selecting an image from the image strip opens the image in a pop out window.

Section 5.4.7.1.1                  Image Detail Pop out Window

The image detail pop out has the OCR text for the image, extracted values, notes, image type, the date the image was created and a larger viewer window with image controls. The user can navigate to the next and/or earlier image in the image strip from the Image Detail pop out window.

Note: The Image Text, Attributes, and Notes are for the specific image and not for all the images in the container record.

Section 5.4.7.2           System Attributes

System attributes are attributes that are automatically assigned for each record in WIB Review. System attributes include but are not limited to creation date, image count, image type, capture Geo-location, and edit date. These are read only and cannot be edited.

Section 5.4.7.3         Notes

Notes are a brief record of facts, topics, or thoughts, recorded as an aid to memory. Notes provide users with the ability to communicate context for a record. Context is not always clear from the attributes of a record.

Section 5.4.7.4          OCR Text

The user can view the OCR extracted from the images. The OCR is contiguous if viewing the entire record (image type = box) meaning the OCR for all images is displayed. The OCR for a specific image is displayed when viewing an image record.

Section 5.4.7.5          Attributes

Attributes fall under two categories: Extracted and User defined. Both attribute categories are displayed with the name of the attribute shown between the two categories.

Section 5.4.7.5.1                 Extracted Value Attributes

Extracted values are displayed on the left of the preview pane and in the index window on the left.

Section 5.4.7.5.2                User defined Value Attributes

User defined values are displayed on the right of the preview pane and in the index window on the right.

Section 5.4.7.6          Open Record in Review

The user can navigate directly to the record in Review from the record identifier (barcode) link icon in the grid