Searching vendors

Eugene Kuchynski — Mon, 26 Apr 2021 10:45:32 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 4/26/2021 10:45:32 AM

To find vendors, you can use default filtering functionality, save custom filters and then quickly change them.

However, sometimes it's not useful to create filters. In the list of vendors, you can find Search vendors button, which opens a toolbar allowing to quickly find vendors by values existing in different fields. You can show and hide search panel by clicking this button:

Search panel allows to find vendors by the following fields:

Native language
Language pairs
Services provided
Specializations (domains)
Average rating
Archive status
Type of vendor
Employment status
Country
City

Values which you can select in these fields are built on a base of actual values existing for your vendors. For example, list of native languages will not have German language until you create at least one vendor with German native language.

To perform a search, simply make selections in this panel, and contents of the list will be updated on fly.

Tags: vendor, searching

Searching vendors

Eugene Kuchynski — Fri, 23 Apr 2021 08:37:53 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 4/23/2021 8:37:53 AM

To find vendors, you can use default filtering functionality, save custom filters and then quickly change them.

Search panel allows to find vendors by the following fields:

Native language
Language pairs
Services provided
Specializations (domains)
Average rating
Archive status
Type of vendor
Employment status
Country
City

To perform a search, simply make selections in this panel, and contents of the list will be updated on fly.

Tags: vendor, searching

Searching vendors

Eugene Kuchynski — Fri, 06 Dec 2019 11:59:47 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 12/6/2019 11:59:47 AM

Although list of vendors, as any list in the application, provides extensive filtering capabilities, sometimes using Edit filter window could be time-consuming. For example, to search vendors by language pairs you have to follow these steps:

Right click on table header and select Filter editor (or Filter Builder in web-version).
Configure approximately the following filter by adding conditions, selecting correct fields and their values:

Of course, it could take a lot of time. Although this filter builder can be useful in many cases (especially taking into account that any filter condition could be saved for future use), there is more convenient way to search vendors. To access vendor search window, click Search vendors button on the ribbon:

The following window will appear:

And how it looks in web-version:

In this window, you can quickly select the following search parameters (in tables you can select as many rows as needed using checkboxes, and system will search by ANY of selected values):

Language pairs
Native languages
Provided services
Supported specializations
Average rating
Vendor type (Staff, Freelancer, Organization, Any)
Archive status (Archived, Not archived, Any)
Employment status (Candidate, On approval, Employed, Declined, Any)
Cities
Countries

When you make selection, click OK to apply search criteria to the list of vendors. In a contrast to usage of filtering features, list will be filtered on database level, which means that data is filtered by database engine (server), and all filtering criteria which you apply in the list will be added (but not override) to current search results. Please remember this, as it could be confusing, because data can be filtered on two levels: database (server) level, and UI level (all filters applied using filter icon in each column).

To change search parameters, simply click Search vendors button again.

To view full list of vendors, click Clear search results button on the toolbar. Database level filtering will be cleared, but filters applied on the UI level will be preserved. UI level filters are displayed below the table, as on the following screenshot:

When you’re viewing search results, you can save current search parameters for future use. For this, click Filters > Save current filter. The following dialog will appear:

In this dialog, you can view filter string which is being saved. When using search function, the applications performs a search (in this case, by language pairs) using ID values, not language pair names, because it is a faster way to find data. That’s why filter string contains codes instead of names. Specify filter name and click OK. Saved filter will be added to the list of filters, which you can select any time later:

After you select saved filter from this list, you can click Search vendors button to modify search criteria.

Tags: vendor, searching