LESSON INFO

Audience

  • End users who need to locate records in grids (for example, inventory items, shipping orders).
  • Supervisors who support investigations and troubleshooting.

Prerequisites

  • You can log in to Themis-Trace.
  • You are working in the correct facility for the work you are doing.

Skills you’ll build

  • You can use the grid Search Row (column filters) to narrow results.
  • You can use Query Builder (Filter Editor) to build multi-clause queries.
  • You can run a query, clear a query, and recognize when a filter is hiding records.

LESSON OUTLINE

How searching and the Query Builder work in Themis-Trace

  • There are two common ways to narrow a grid
    • Search Row (column-by-column filters).
    • Query Builder (multi-clause filter using Field, Operator, and Value).
      • Filter-edit icon opens Query Builder for the grid.
  • What Query Builder changes
    • Selecting Apply Filter executes the query and updates the grid.
    • Selecting Clear / Remove Filter returns the grid to the initial view.
  • Operators matter
    • Default operator is = (exact match).
      • Running a query in Inventory Items where Assigned ID=123 will only return an item whose Assigned ID is exactly 123.
    • Use Like for partial matches.
      • Running a query in Inventory Items where Assigned ID is like 123 will return all items whose Assigned ID contains the string ‘123’.
    • Use Is Empty and Is Not Empty to find missing values.

Confirm you are ready to search safely

  1. Open a grid that supports Query Builder (example: Inventory > Inventory Items).
  2. Confirm the grid shows results before filtering.

Use the Search Row

  1. In the grid, select the Search icon to open the Search Row.
  2. Under the column you care about, use the Filter icon to pick an operator.
  3. Enter your filter value.
  4. Confirm the grid updates.
  5. Clear the filter to return to the full list before moving on.

Use the Query Builder

  1. In the grid, select the Filter icon to open Query Builder.
  2. Build one clause:
    • Field: choose a field from the grid.
    • Operator: choose an operator (default is =).
    • Value: enter the value (if required for the operator).
  3. Add a second clause using +.
  4. Choose And/Or to control how clauses combine.
  5. Select Apply Filter to execute and update the grid.
  6. If you get unexpected results, select Clear Query (or Remove Filter) to return to the initial view.
  7. Shortcut (when supported): press Enter to execute the query.

Note: Users should expect to see a decrease in performance on sufficiently large queries (e.g. several “Starts With” clauses, generic searches with too many results).

Safe edits

  • It is recommended to alter queries by changing one clause at a time, then re-running, for traceability.
  • When changing a search strategy:
    • First, Clear Query / Remove Filter.
    • Then apply the next filter.
  • Use Is Empty and Is Not Empty instead of guessing whether the data is missing.

Verification

  1. Start from an unfiltered view.
  2. Apply a single-clause Query Builder filter using =.
  3. Confirm the grid updates.
  4. Clear the query and confirm the grid returns to the initial list.
  5. Apply a two-clause filter using And.
  6. Confirm the result set is smaller than the initial list.

COMMON ISSUES

    • Likely cause

      • A Search Row filter or Query Builder clause is still active.

      • You are in the wrong working context (for example, the wrong facility).

    • Checks

      • Use Clear Query (or Remove Filter) and confirm the full list returns.

      • If the grid has a Facility column, confirm the facility values align with your work.

    • Fix

      • Clear filters, then re-apply one clause at a time.

    • Likely cause

      • You used a broad operator (for example, Like) without a second clause.

    • Checks

      • Review whether the operator is Like vs =.

      • Confirm the Field you selected is the field you intended.

    • Fix

      • Add a second clause with And.

      • Switch to = if an exact match is appropriate.

    • Likely cause

      • Wrong Field, wrong Operator, or a clause combined with Or when you meant And.

    • Checks

      • Confirm the Field names match the grid columns you are looking at.

      • Confirm the operators used:

        • = is exact.

        • Like is partial.

        • Is Empty does not require a value.

    • Fix

      • Clear and rebuild the query.

      • Re-run after each clause change.