Navigation:  How To Use The Screens > Common Screen Behaviors > Grid List Lookups

At the top of many EnergySteward.com grid screens is an area called a "Lookup" area.  This area is simply a place where you can construct custom queries to pull up specific information within the grid list.  Below is an example of a "Lookup" area:

 

 

Lookup Options - #1 + (tabs) - There can be many available fields which you can use in a lookup.  The tabs at the top provide you with several fields to construct your lookup queries upon.  Click the tabs at top to see what all your options are.

 

Lookup Fields - On each tab can be multiple fields which you can specify to do a lookup.  These fields can be 'pull down list' fields, text entry fields, date fields, etc.  These lookup fields can utilize the asterisks wildcard (in pull down lists OR text boxes).  Some examples:

 

Company ID: Demo  -  No wildcard.  When refresh button is clicked after entering, then only companies with the short ID of "Demo" will appear.

Company ID: D*       -  Will show all companies whose company ID starts with a 'D'.

Company ID: *m*     -  Will show all companies that have an 'm' somewhere within the ID.

 

Important note:  Remember, these wildcards can be entered in a lookup pull down list box AND/OR lookup text box.

 

Binoculars Text -  Sometimes when you have multiple lookup 'tabs' (at top) you will want to enter lookup criteria from many of these tabs.  The text next to the binoculars indicates your currently (based on last refresh) lookup query criteria.  This text provides a summarized notation of the current lookup, taking into account any lookup criteria you might have set within any available lookup tab.

 

Saved Lookups - This pull down list box contains all of your "saved" lookups for this particular screen.  These saved lookup queries are your personal queries which you utilize.  Therefore, adding, updating and deleting items within this list only affect your personal lookup query preferences.  Click the Add (plus sign) button to add current query as a new lookup, Click the View/Edit (pencil) button to change the name of an existing selected saved lookup.  Click the Delete (red X) button to remove the selected saved lookup item from the list. Important note: When you add a new lookup it will add your most recently refreshed lookup values under whatever name you specify.

 

Below is a screen shot example of what you can expect to see when you click the 'Add' (green plus sign button) to add a new lookup.

 

 

Lookup Name - You can enter any name you want for a lookup name here.  We suggest you use a name which is consistent (generally) with the lookup criteria (ie.. in the above example should have called it "My Demo Lookup".  Click the "Add" button and now this lookup query will automatically populate within your "Saved Lookups" pull down list box.

 

These saved lookups will allow you to logoff the system and come in (even several days later) and run these same 'canned' lookups by just selecting them from your list.

 

Important note:  When you click the refresh button it will also update the lookup query (whichever one is selected) to reflect the fields on the current lookup tab areas.