Lookup Window

In PANTHEON, the lookup window is found among the navigation buttons on a form.

It is used for:

• Searching
• Sorting
• Filtering

WARNING For an explanation of the differences between filtering and sorting, see Filtering and Sorting..

The search table can be opened by clicking the (three dots) icon or by typing in the field.

WARNING There is an important difference between a selection table and a search table. While the former allows us to search only within one field (ID), the search table allows us to search through multiple fields from a register or a document. For more information on how the search table works, see HERE.

The search table opens a new window, which is divided into three parts.

1. Search table header

The header of the search table is a row, where we select how to sort records and, if necessary, enter the information that we are looking for (see Sorting records in the search table).

Each time the search table is opened, the program offers a specific primary key for distinguishing between records in the database (order number, ID of the item for materials, etc.) as the default search criteria. On the left side, we can select the sorting method (e.g., by number). If needed, we enter the element, or the first few initial characters of the element that we are looking for, into the field on the right. The program will place us on the first record that matches the selected criteria.

WARNING For more explanations on how to use the setting to show the basic default document classification, see HERE.

2. The central part of the search table

The central part of the window is used to select the filtering criteria for searching records (see Filtering records in the search table).

We can always use combinations of filtering and sorting processes.

The central part also contains the Confirm button for confirming the selected search filters and the Cancel button for exiting the search table.

WARNING You can sort the data in individual columns by any data, in descending or ascending order, by clicking the column name field (see Sorting data).

3. Records display

The records display is generated in the lower part of the window. If there is a large amount of data, the window view can be changed using the scroll bar. For a better overview, the window displays only the more important fields, which are used for searching, and additional fields, which help us distinguish between records.

WARNING If you see a red icon in the top right corner of the window, it means that the scope of content that can be displayed is smaller than the scope of content that could be displayed (within the Navigator, which operates on a tentative step of 80 records per package). This means that the scope limit is at least 80 records or more (this is mainly only an approximate number, to optimise data access). You can limit or change the Navigator scope settings in the administration panel, in the Number of rows in search window setting. For more information about this setting, see HERE.