NextGen | Bulk Actions: The Filter Builder Screen

NextGen | Bulk Actions: The Filter Builder Screen

About

This article clarifies how you can expand on selections made on the Bulk Actions Screen, by adding conditions or groups on the Filter Builder Screen.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable.

This article covers Bulk Actions: The Filter Builder Screen for the new and improved NextGen version of the system.

An Example of the NextGen Landing Page


To access the article that explains Bulk Entries for Multiple Employees for the Classic version, please select this link:  Classic | Bulk Entries for Multiple Employees

An Example of the Classic Landing Page


Edition

This feature is available on Lite, Premier and Master.



Existing data can be filtered by applying selections to the column headings on the Bulk Actions Screen.  The column headings will change based on the Action Type selected. 

The Bulk Actions Screen


The Filter Builder Screen

Once selections have been applied on the Bulk Actions Screen, the selections will display next to the Filter Icon.

Example of a Filter Applied




The Filter Builder Screen can be used to review or expand on selections already made by adding conditions or groups.

The Filter Builder Screen




Example: A Single Condition

The Bulk Actions Screen


The Company Level User clicks on the Filter Icon to access the Filter Builder Screen.

The Filter Builder Screen


Example: Add a Condition

Following the previous example, the Company Level User wants to filter Actors who reside in Gauteng (North).  

The Filter Builder Screen


The Filter Builder Screen


The Filter Builder Screen


Upon saving, all employees’ records for Actors who reside in Gauteng (North), are returned:

The Bulk Actions Screen


Tip
Alternatively, the Company Level User could have selected the Region/Location from the Bulk Actions Screen.

Example: Adding a Group

Following the previous example, the Company Level User wants to filter Actors who reside in Gauteng (South) and Crew who reside in Gauteng (North).

Once the groups have been added, the Filter Builder Screen displays as follows:

The Filter Builder Screen


Upon saving, the relevant employees’ records are returned:

The Bulk Actions Screen


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