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Question about the Order table

How would I pull up the following 3 order numbers together in the order table.:  1003631, 1004710, 1004686?  I do not see where I can enter more than 1 order number.



Best Answer

Great question! To accomplish this you can use the "Include Only" column criteria.  Here is an excerpt from one of our Knowledge Base articles that explains this functionality:


Use "Include Only" and "Exclude" Column Criteria:

"Include Only" allows you to type or paste in multiple values to include in your search criteria (i.e., multiple orders numbers or multiple states)
"Exclude" allows you to type or paste in multiple values to exclude from your search criteria (i.e., if you want to see all orders exceptthose from the state of CA, OR and WA).

After clicking the Column criteria drop-down menu and selecting the Advanced link, these additional search options appear:


Select the Include Only or Exclude option. An Edit link will appear next to each option. For example:



Click the Edit link next to the "Include" or "Exclude Only" search option. The Enter Values screen appears. Here is a screenshot of the "Enter Values" screen for the "Include Only" option which works the same for the "Exclude" option:


If you will be typing each search value, type the first value into the white box and then press Enter. Continue to type values and press Enter after each value. Once you press Enter, an X will appear next to each value. To remove a value, click the X. After typing all values, continue to Step #5

If the search values exist in another source
 (i.e., an email), copy the values from that source. Then click the Bulk Add link. See theBulk Add Values section below.  

After entering values, Click OKYou will return to the table with the column criteria drop-down still active. 

Click Update. Your search results will display.
NOTE: If you want to edit the search values, click the Column criteria drop-down menu again and click the Edit link that appears next to "Include Only" or "Exclude". 

 

 

Bulk Add Values (Available in the "Include Only" or "Exclude" search windows)

 

If values you want to search on exist in another source (i.e., listed in an email or an Excel document), you can copy and paste the values using the Bulk Add Values feature. Make sure you have copied the values from their original source (i.e., email, Excel file.).

After clicking the Bulk Add link in Step #4 in the above instructions, the Bulk Add Values screen will appear:


Right-click in the Paste Values section and select Paste.  Your values will paste exactly as they were copied. 

Review the Preview area on the right to see how the individual values appear. Here's an example of a copied set of data separated by commas:



NOTE: Infoplus will try to determine the Delimiter (the character used to separate values) based on your copied data. For example, in the screenshot above, Infoplus identified that the delimiter was a comma. Use the Preview area to determine if Infoplus correctly identified the delimiter. 

If the delimiter is incorrect, click the Delimiter drop-down menu and select the appropriate Delimiter. Delimiter options include a Space, New line, Tab, Comma, Pipe (vertical bar) and Custom. "Custom" allows you to enter your own delimiter (i.e., a hyphen). 

When all values are displayed as desired, click OK. The main "Include Only" or "Exclude" window will appear with your pasted values. 

Click OK again to perform the search.




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Answer

Great question! To accomplish this you can use the "Include Only" column criteria.  Here is an excerpt from one of our Knowledge Base articles that explains this functionality:


Use "Include Only" and "Exclude" Column Criteria:

"Include Only" allows you to type or paste in multiple values to include in your search criteria (i.e., multiple orders numbers or multiple states)
"Exclude" allows you to type or paste in multiple values to exclude from your search criteria (i.e., if you want to see all orders exceptthose from the state of CA, OR and WA).

After clicking the Column criteria drop-down menu and selecting the Advanced link, these additional search options appear:


Select the Include Only or Exclude option. An Edit link will appear next to each option. For example:



Click the Edit link next to the "Include" or "Exclude Only" search option. The Enter Values screen appears. Here is a screenshot of the "Enter Values" screen for the "Include Only" option which works the same for the "Exclude" option:


If you will be typing each search value, type the first value into the white box and then press Enter. Continue to type values and press Enter after each value. Once you press Enter, an X will appear next to each value. To remove a value, click the X. After typing all values, continue to Step #5

If the search values exist in another source
 (i.e., an email), copy the values from that source. Then click the Bulk Add link. See theBulk Add Values section below.  

After entering values, Click OKYou will return to the table with the column criteria drop-down still active. 

Click Update. Your search results will display.
NOTE: If you want to edit the search values, click the Column criteria drop-down menu again and click the Edit link that appears next to "Include Only" or "Exclude". 

 

 

Bulk Add Values (Available in the "Include Only" or "Exclude" search windows)

 

If values you want to search on exist in another source (i.e., listed in an email or an Excel document), you can copy and paste the values using the Bulk Add Values feature. Make sure you have copied the values from their original source (i.e., email, Excel file.).

After clicking the Bulk Add link in Step #4 in the above instructions, the Bulk Add Values screen will appear:


Right-click in the Paste Values section and select Paste.  Your values will paste exactly as they were copied. 

Review the Preview area on the right to see how the individual values appear. Here's an example of a copied set of data separated by commas:



NOTE: Infoplus will try to determine the Delimiter (the character used to separate values) based on your copied data. For example, in the screenshot above, Infoplus identified that the delimiter was a comma. Use the Preview area to determine if Infoplus correctly identified the delimiter. 

If the delimiter is incorrect, click the Delimiter drop-down menu and select the appropriate Delimiter. Delimiter options include a Space, New line, Tab, Comma, Pipe (vertical bar) and Custom. "Custom" allows you to enter your own delimiter (i.e., a hyphen). 

When all values are displayed as desired, click OK. The main "Include Only" or "Exclude" window will appear with your pasted values. 

Click OK again to perform the search.



Oh cool, I will definitely use this. Thanks!

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