Search and Filter Data

Learn more about searching, filtering, and sorting data:

Use Quick Search

With quick search, you can quickly filter the records in Map view or List view based on your search criteria. 

To use quick search:

  1. Open the project in Map view or List view.
  2. Tap  in the top right corner of the screen.
  3. Enter your search criteria. Uinta filters the records based on the keyword search. 

Note: Uinta does not search geospatial fields.

Filter by Record Type and Field

In Uinta, you can filter the records based on criteria you set. You can filter broadly by record type or narrow the results based on field values. You determine the level of filtering to apply. You can export the filtered data to share with others. (See Export Project, Template, or Data.)

Filter in Map View

To filter the project by layers:

  1. Open the project in Map view.
  2. Tap .
  3. Select the Visible checkbox for the record type(s) that you want to see.
    In this example, the record type Gas is marked as visible. Gas is a parent record type and is associated with other record types, as indicated by the expansion arrow.
  4. To narrow the filter further, expand the parent record type to view all associated record types.

In this example, the parent record type Gas is expanded and has associated records for Gas Line, Meter Gas, Valve Gas, and Gas Fields. 

  1. To filter by the value in a field, expand a record type and select the field by which you want to filter.

In this example, Gas Line is expanded to show the fields in the record.

  1. Select a field.
    In this example, Repair Needed? is the selected.
  2. If desired, select another.
    In this example, Options is selected. 
  3. Enter the filter criteria for that field. 
  4. Tap .
    In this example, Gas Line records are filtered by those needing repair.

Uinta shows the filter.

The Map view and List view display only the records that match the filter criteria you set. Uinta displays the filter criteria on the screen. To clear the filter criteria, tap .

Filter in List View

You can filter the records in List view by record type, user, date range, or matching field criteria. On mobile devices, this functions the same way as the Map view. 

To filter the records in List view on Windows devices:

  1. Open the project in List view.
  2. Tap in Windows.

  3. Select the desired fields and criteria.  
Filter Options
To Steps
Filter by record type Select the checkbox next to the record type you want to view.
Filter by record type and field Expand the record type. Select the field by which you want to filter. Enter the filter criteria.
Filter records added by a specific user(s) Expand User and select the checkbox next to the user. 
Filter records based on the date added Enter a starting and ending date range.

 

Uinta filters the visible records in the List and Map Views. The filter criteria appears at the top of the screen. To clear the filter criteria, tap .

Sort Records in List View

To sort the records in List view:

  1. Open the project in List view.
  2. In Windows, tap . On mobile devices, tap  and choose sort.
  3. Choose the desired sort method.
    • Name
    • Updated
    • Created
    • Record Date. (Tap the arrow to sort up/down.)

Uinta orders the records in List view according to the selected sort method.

Use Global Search

Available in Uinta for Windows only.

Use the global search feature to search and filter records that have relational data. For example, if you search an irrigation controller and it controls five zones with 20 sprinkler heads, all of these records tie to the irrigation controller.

To perform a global search:

  1. Open the project in Map view or List view.
  2. Open the menu  and select Search.
  3. In Filter Options panel, enter the search criteria. You can narrow the search by record type, user, date range, or matching field criteria. 

Uinta displays the records that match your search criteria.

Advanced Filter Options
To  Steps
Save the filter criteria Tap . Enter the name for the filter and tap Save. Saved search filters appear under Saved Filters in the Filter Options panel.
Modify the visible columns Tap . Select the columns that you want to display.
Export the filtered data Tap   and select file format and other formatting options for the exported data. (See Export Project, Template, or Data.)
Sort the records in the list Tap . Sort the records based on the selected criteria. (See Sort Records in List view.)