You set filtering criteria and select files on the form.
File Selection Filter Section
In this section, enter the search criteria for selecting the files that you want to view. You can leave fields blank.
Field | Description |
Date Range
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Enter a beginning and ending date range in these two fields. This is the date that the file was created.
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Search Text
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Enter text from the file's name.
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User ID
|
To search for a file that was uploaded by a specific user, enter the ID of a
Vision user. To search for files uploaded by any user, leave this field blank.
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Application
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From the drop-down list, select the application in which to search for files.
Options are:
- AP Disbursement
- AP Invoice
- AP Voucher
- Client
- Contact
- Create Voucher from PO
- Credit Card Reconciliation
- Employee
- Equipment
- Expense Report
- Interactive Billing
- Lead
- Marketing Campaign
- Merge Template
- Opportunity
- Project
- Purchase Orders
- Purchase Requisitions
- Receiving
- Request for Price Quote
- Request for Price Quote - Suggested Vendors
- Units
- Units by Project
- Vendor
Leave this field blank to search for files from all applications.
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Refresh Files List
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Click this button to return the search results for the criteria that you entered in the File Selection Filter section.
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Files Grid
The files that match your search criteria display in this grid after you click the
Refresh Files List button.
Files Grid Toolbar
Field | Description |
Drop-Down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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Files Grid Fields
Field | Description |
Application
|
This displays the
Vision application from which the file was uploaded.
|
File Name
|
This field displays the file's name.
|
Description
|
This field displays the file's description.
|
User ID
|
This field displays the ID of the
Vision user who uploaded the file.
|
Create Date
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This field displays the date on which the file was created.
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