Differences

This shows you the differences between two versions of the page.

--- cats:procedures:traffic:batchtraffic [2022/06/30 17:55] – amanda
+++ cats:procedures:traffic:batchtraffic [2022/06/30 22:45] (current) – amanda
@@ Line 9: / Line 9: @@
 ====Batch Traffic Listing====
 On the CATS homescreen, you can lookup a list of traffic screens based on a multi-filter system. This tool enables you to display all screens that meet certain criteria.
-On the homescreen, enable this option by clicking on the Layout button, then choosing “Traffic Listing” and enabling it.
+Enable this option by clicking on the Layout button, then choosing “Traffic Listing” and clicking the check mark to the left of it.
+[{{:cats:procedures:traffic:homescreenlayoutwindow.png|Pick Traffic Listing to add it to the homescreen.}}]
 Click on the "Click here to select records" link to change the applied filters.
+[{{:cats:procedures:traffic:catshomescreentrafficlistingbox.png|Click on the link to select records using filters.}}]
-Enter some filters and click the ''**Apply**'' button.
+Enter some filters and click the ''**Apply**'' button to see the records that match those filters.
+[{{:cats:procedures:traffic:trafficlistingenterfiltersapply.png|Enter some filters and pick Apply.}}]
+CATS will display the list of traffic screens that match those filters.
+[{{:cats:procedures:traffic:trafficlisting_listoffilteredscreens.png|List of matching traffic screens.}}]
+<note tip>Filters are cumulative, meaning choosing one, then another, will apply both filters to the list of traffic screens.</note>
+<note important>For codes, exact matches are needed, or the list will return blank. Meaning, entering ''**9THWON**'' will not pull up any records, but ''**9THWOND**'' will find the correct items. For other fields, such as "Bill of Lading", only partial matches are needed.</note>
 These are the icons, left to right:
-  * Pencil and green arrow: Open the batch edit screen (see the section below for more information).
+  * Pencil and green arrow: Open the [[https://catstoday.com/wiki/doku.php?id=cats:procedures:traffic:batchtraffic#batch_edit_traffic_screens|batch edit]] screen (see the section below for more information).
   * Browser (paper with blue ball): Print the list to HTML.
   * Excel sheet (Excel x and paper): Open the list as a spreadsheet.
+[{{:cats:procedures:traffic:trafficlisting_printedtoexcel.png|A list of traffic screens printed to Excel.}}]
-<note tip>Filters are cumulative, meaning choosing one, then another, will apply both filters to the list of traffic screens.</note>
 ====Batch Edit Traffic Screens====
 You can see a list of screens that meet specific criteria and edit the fields on those screens and/or create a traffic order from a list of marks associated with those screens.
-Under **File** > **Traffic** > **Batch Traffic** from the Main menu.
+To access this area, pick **File** > **Traffic** > **Batch Traffic** from the Main menu.
+[{{:cats:procedures:traffic:batchtraffic_accessfrommenu.png|Accessing the Batch Traffic Edit feature.}}]
-Select from the list of available filters.
+Select from the list of available filters using the ''**Change Filter**'' link.
+[{{:cats:procedures:traffic:batchtraffic_listoffilters.png|Choose a filter to use to list traffic screens.}}]
-You can include/exclude sales invoiced or allocated screens by checking and un-checking the provided boxes.
+Enter a value for the filter and pick Apply.
+[{{:cats:procedures:traffic:batchtraffic_enterfiltervalue.png|Enter a value in the filter and pick Apply.}}]
+<note tip>
+You can include/exclude sales invoiced or allocated screens by checking and un-checking the provided boxes.</note>
-<note important>For codes, exact matches are needed, or the list will return blank. Meaning, entering ''**9THWON**'' will not pull up any records, but ''**9THWOND**'' will find the correct items.</note>
+<note important>For codes, exact matches are needed, or the list will return blank. Meaning, entering ''**9THWON**'' will not pull up any records, but ''**9THWOND**'' will find the correct items. For other fields, such as "Bill of Lading", only partial matches are needed.</note>
 <note tip>Filters are singular, meaning choosing one, then another, will apply only the LAST ENTERED filter to the list of traffic screens.</note>
+A list of matching screens will pop up.
+Click on the ''**Batch Edit**'' button to change values on the screens and see a list of marks.
+[{{:cats:procedures:traffic:batchtraffic_listofscreenspickbatchedit.png|Select Batch Edit to continue.}}]
+A typical traffic screen will be displayed. All fields with multiple values in them will display ''xxxxxxx'' to indicate this. If a value is displayed, that means all traffic screens have that same value on them.
+To further see a breakdown of values or filter the list of screens by a particular value, click on that field.
+[{{:cats:procedures:traffic:batchtraffic_locationfieldseebreakdown.png|Filter or see a breakdown of values for a field.}}]
+Select a value from that list and pick "Set Filter".
+Now we are filtering by just the screens that are ''**AF**''.
+Pick "Edit" from the menu to change the values on the screen.
+[{{:cats:procedures:traffic:batchtraffic_editthescreens.png|Edit the values on this screen.}}]
+Make all of the changes you want to on this screen. On the right, you will see a list of changes CATS will make.
+[{{:cats:procedures:traffic:batchtraffic_listofchanges.png|A list of changes is displayed on the right of the screen.}}]
+Select the ''**Save**"' button to proceed with these listed changes.
+  * To clear a field, select "Clear" next to that value.
+  * To return a field to its previous value, pick "Reset".
+[{{:cats:procedures:traffic:batchtraffic_clearresetvalues.png|Clear or Reset values in the changes.}}]