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| cats:procedures:traffic:batchtraffic [2022/06/30 19:34] – amanda | cats:procedures:traffic:batchtraffic [2022/06/30 22:45] (current) – amanda |
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| These are the icons, left to right: | 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. | * Browser (paper with blue ball): Print the list to HTML. |
| * Excel sheet (Excel x and paper): Open the list as a spreadsheet. | * 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.}}] |
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| Enter a value for the filter and pick Apply. | Enter a value for the filter and pick Apply. |
| [{{:cats:procedures:traffic:batchtraffic_enterfiltervalue.png|Enter a value in 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. | You can include/exclude sales invoiced or allocated screens by checking and un-checking the provided boxes.</note> |
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| <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 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> | <note tip>Filters are singular, meaning choosing one, then another, will apply only the LAST ENTERED filter to the list of traffic screens.</note> |
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| | 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.}}] |
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| | 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.}}] |
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| | Select a value from that list and pick "Set Filter". |
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| | 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.}}] |
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| | 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.}}] |
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| | 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.}}] |
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