Stored Searches enable you to create pre-defined list of Items, such as Sites, Accounts, Meters etc. You can 'prefilter' to automatically select a Commodity etc
The search works dynamically, so that if you have add in new Sites etc the Stored Search will automatically include them.
Note: there is not an option on the welcome page or in the Activities dropdown list
There are four fields to complete:
Field | Description |
---|---|
Name | Add a name for the Stored Search |
Select all items of type | Choose which Item you want to start with (ie, Site, Account or Meter) |
Public | Tick if you want the Stored Search to be visible to other Sigma users |
None | Tick if you want to start with a blank page (ie no Sites etc) |
At the bottom of the page you will see the steps that have been taken, ie it has retrieved 208 Items (Accounts)
At this point, you could save the Stores Search (see below), or continue to refine it using the binocular Icon
Once you have started to create a Stored Search, you can then narrow down what is brought back. Each option will change depending on what Item you originally chosen.
Allows you to narrow the list down to a Property Key. for example, the above is a list of Accounts. If you just wanted a list of Accounts that had a particular Property Key attached, use this option.
Allows you to narrow the list down to a particular Flag
Allows you to narrow down the list to things such as Cost Centre names.
Allows you to narrow down the list the Commodity for example
Allows you to narrow down the list to things such as Group ID.
Allows you to narrow move up/down the Tree Selector to other Items such as up to the Sites for all the Accounts selected
In the below example, the list was created as follows:
At any point during the creation, you can remove Items from the list. For example, if you are starting with Site Groups, you may want to permanently exclude some Site Groups.
The actions taken are shown at the bottom of the screen.
When first created it found 208 Accounts, narrowing it down to the Commodity reduced it to 142 Accounts and narrowing it down again to the Active flag reduced the list to 130 Accounts.
Option | Name | Description |
---|---|---|
A | Create a new Stored Search | Click to begin creating a new Stored Search |
B | Remove selected item(s) | Highlight Items in the list, then click this to remove them |
C | Clear contents | Click his to remove all Items in the list |
D | Undo the last step | Click to undo the last step |
E | Revert to Stored Search | Click to cancel any changes |
F | Load Stored Search | Click to load an existing Stored Search (for example if you want to make amendments to it) |
G | Store Search | Click to save the Stored Search |
H | Store Search As... | Click to save as the Stored Search |
I | Delete a Stored Search | Click to delete a Stored Search. Choose from the dropdown list, then click Delete |
To amend a Stored Search, open the Stored Search Activity (top right of Sigma)
If you want to undo the last step (in this example the remove the Active Flag:
The step has now been removed.
Delete further steps or add in new steps and then Save to save over the original Stored Search or Save as.. to keep the original Stored Search and save this as well.
Click here for details on how to use a Stored Search.