Advanced Select Members Window

Use the search properties to specify the criteria and the parameters by which to search for members to be used in the member list. That list can be used as a level filter, to create a user list, or to help build an expression.

Note: The window also is used when administrators set up roles.

Click the search icon  after you specify your search properties:

  • Enter a value in the search field. Multiple values can be entered by separating them with a semicolon. If the field is left blank, the available list displays all members for the active level.

  • Optionally use the Search By drop-down lists. The first list is to select the attribute relationship to perform the search on. The other list lets you choose whether you want your search to contain, not contain, start with, be equal to, not equal to, greater than, or less than the value(s) specified in the search.

In the following example, we searched for UPC long descriptions starting with “apple” and 5 items were retrieved.

Available Selection list – The list area displays members returned by your search. Click checkboxes next to members then click Add to move the selected members to the bottom portion of the window. Click OK when you are done making various member selections.

Other options and tips:

  • Selecting members in the top portion of the window then clicking OK will add the selected members to a filter and close the window.

  • Click the checkbox in the heading area to select or deselect all members on all pages in the list at once.

  • Use Shift+Click as a shortcut to selecting a range of consecutive members (click the first item, then press Shift key while clicking the last item).

  • Click Add All to add all of the available members, from all pages, to the selected list in the bottom portion of the window.

Columns in this area are sort and drag/drop enabled. In the following example, we clicked the UPC ABC Classification column and dragged it to the first position. We also clicked the Sort icon and changed the sort from ascending to descending.

Note: For all windows that display lists (views, user lists, etc.), there is a single administrative setting on the Application window that controls the page size.

Selected list - displays the members selected for the member list. A count under the Clear All button indicates how many members are included in the member list filter.

To clear members, click checkboxes next to members you want to remove from the filter and then click Clear when you are done making selections.

Other options and tips:

  • Use the checkbox in the heading area to select or deselect all members on all pages in the list at once.

  • Use Shift+Click as a shortcut to selecting a range of consecutive members (click the first item, then press Shift key while clicking the last item).

  • Click Clear All to clear all of the members, from all pages of the selected list.

In the following example, there are four items in the filter and two have been selected with the intention of clearing them. After the Clear button is clicked, the filter will contain only two items.

Use the paging arrows and links at the bottom of the list to move between pages of members. Selections made on various pages are retained as you move between pages in the list.

Note: For all windows that display lists (views, user lists, etc.), there is a single administrative setting on the Application window that controls the page size.

More… -- Click the More button for additional features:

  • Change Filter Type –Click to access the Select Filter Method window if you need to apply a different type of filter to the level (User List, Named Set, or Expression).

  • Clear Filter – Click as a shortcut to clearing the filter from the level.

  • Basic Select – Click to access the Select Members window. This option may not display depending on administrative settings for the level. Administrators determine which version(s) of the window are available by dimension.

  • Display OptionsUse to change the display columns in this window. You can display up to 10 display columns for a level in the Advanced Select Members window.

  • Paste – Click to access the Paste Members window, which lets you copy a list of members into the member list that you are building.