Search/filter loads Roger Web

 Shippers, Carriers

 Apps: Web App Version: 1.4.1

Overview

  • Search
  • Filters (Advanced & List)
  • Filters Remain Until they are Cleared
  • Special Columns
  • Accessing Filters from the Right Side Columns/Filter Menu

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Filtering Loads

As a Roger user, I want to filter for Loads that meet certain criteria. For example, I want to see loads that only have the Commodity Bone Meal or I want to filter for the loads that have a Net Destination Weight less than a 48,000 lbs.

The Roger platform makes filtering easy and this guide will walk through how filtering works on the Web Interface.

  • Login to the Roger Web Command Center and go to the Loads tab
  • Click on one of (Schedule, Open, Submitted, Approved, Paid or All) Loads Views.

Note

Filters are available on any of these Views (Schedule, Open, Submitted, Approved, Paid or All) 

Search 

A Roger user can filter the contents of a column or multiple columns by typing into the filter box at the top of the column as shown below:                 mceclip0.png

In this case, the user is in the Paid Loads View and they have typed in "Tom" for the Shipper Contact field and the Carrier Name as "Chi". This resulted in a filtered view of Loads that have the Shipper Contacts that contain the phrase "Tom" and Carrier Names that contain the phrase "Chi".

The filter on the column can be cleared by clicking the "x" to the right of the column where the text entry was made. As shown: mceclip0.png

Additionally, The user is able to clear the filter by clicking on the green Clear Filters button at the top of the screen.  

Note: Filters are specific to a View. For example a user can have filters that are different on their Schedule loads View and their Open loads View. These will be saved even if the user closes the browser.

Filters 

Filters are available by clicking the filter (funnel) iconmceclip1.pngto the right of the filter box.  The following window will be shown when the icon is clicked.

mceclip3.png

Users can select the pencil icon mceclip2.pngto perform Advanced filtering or users can select the list icon mceclip7.png to perform List filtering

  • Advanced Filtering allows the user to search for Loads based on conditions or a combinations of conditions.
  • List filtering lets the user filter loads based on one or more specific values in the column.  

Advanced Filtering mceclip2.png

Users can use Advanced filtering on columns of the following types. 

  • Text (Commodity, Carrier Notes)
  • Numeric (Net Destination Weight, Rate)
  • Date  (Load Date, Dispatch Date)

The sections below explain the types of advanced filtering that can be done on each of the columns.

Filters for Text Columns

mceclip4.png

 
  • Contains: Loads with a column cell value that contain the entered text will be visible. 
  • Equals:  Loads with a column cell value that equal the the entered text will be visible. 
  • Not Equals: Loads with a column cell value that do not equal the the entered text will be visible. 
  • Not Contains: Loads with a column cell value that do not contain the entered text will be visible 
  • Starts With: Loads with a column cell value that start with the entered text will be visible 
  • Ends With: Loads with a column cell value that end with the entered text will be visible 

Filters for Numeric Columns 

mceclip9.png

  • Equals: Loads with a column cell value that equal the entered number will be visible. 
  • Not Equals:  Loads with a column cell value that do not equal the entered number will be visible. 
  • Less Than: Loads with a column cell value that are less than the entered number will be visible. 
  • Less Than or Equal: Loads with a column cell value that are less than or equal to the entered number will be visible. 
  • Greater Than: Loads with a column cell value that are less than or equal to the entered number will be visible. 
  • Greater Than or Equal: Loads with a column cell value greater than or equal to the number entered will be visible. 
  • In Range: User will be prompted with two entry boxes to indicate the lowest value to include and the highest value to include. Loads with cell values that fall in this range will be visible.

Filters for Date Columns

mceclip0.png

  • Equals: Loads with a column cell date that equals the entered date will be visible. 
  • Not Equals:  Loads with a column cell date that does not equal the entered date will be visible.
  • Less Than: Loads with a column cell date that is less than the entered date will be visible. 
  • Greater Than: Loads with a column cell date that is greater than the entered date will be visible.  
  • In Range: User will be prompted with two entry boxes to indicate the earliest date to include and the latest date to include. Loads with cell values that fall in this range will be visible.

Once the user selects one of these filter types, the user will be prompted to enter a value. Additionally, the user can click Clear to remove the filter.

mceclip1.png

Important: Filters Remain Until Cleared

Even if the user logs out and logs back into the web interface, the filters remain until cleared.

Filtering using And/OR

Once a advanced filter method is selected as shown above, Roger will prompt the user with the option to use and AND or OR filter. It is optional to use these filters. 

Here are some examples on how to use the AND/OR filters. These filters can be applied for both numeric date, and text based columns. 

AND

mceclip0.png

Shipper is looking for the city "Washington" in the state "Iowa" but Washington is a city in multiple states. The Shipper can use an AND filter to find loads associated with only Washington, Iowa. 

OR

mceclip2.png

The carrier has a blurry scale ticket image and cannot tell if the weight is 52,140 or 51,240 lbs. The Carrier can use an OR filter on these values to find the associated load. 

List Filtering mceclip7.png

Once the filter icon mceclip1.png is selected. Users can select the list icon mceclip7.png to filter by selecting items in a list.

This will allow users to select and deselect specific values in the column that they would like to filter the loads on.

mceclip10.png

  • Checking the box next to the value results in the load being visible and Unchecking the box results in the load being excluded in the filter. 
  • Checking the Select All checkbox will include all the values in the column. Unchecking the Select All button will clear selection of the all values. 
  • Users can select the green Clear button to clear the filter
  • Users will also see No Value appear in the List filter for columns. This value represents that the load does not have a value for the particular column. If this is un-checked, then the load is not included in the filter. 

Using Search Within Lists

Users are able to type in a value and the list will dynamically update to show results that match the entry.

For example. the user types in "op" into the Status List filter. The following happens, where "Open" displays in the list. The user can un-check this value, resulting in loads that match the Open Status not being visible in the view.

mceclip0.png

Note: the Select All acts in the same manner as mentioned above. Where un-checking the value would un-check all the items in the list.  

Special Columns

Some columns like Contains Images, Ready to SubmitDriver Submitted, Shipper Dispatched have a Pre-Defined List selection. A user will only see a mceclip7.png icon when the filter mceclip1.png icon is clicked. 

Thus, users are only able to check and un-check values within the given list. 

Users will also see blank appear in the List filter for these Special Columns. This value represents that the load does not have a value for the particular column. If this is un-checked, then the load is not included in the filter. 

Accessing Filters from the Right Side Columns/Filter Menu

The same filters shown above can be accessed by using the filter menu on the right side of the page.

Select the Filters button and an expansion that includes all the columns in the View will appear. 

mceclip13.png

Users would select the column or columns that require filtering. 

Just as shown above, advanced filtering can be done by selecting the pencil icon mceclip2.pngand List Filtering can be done by selecting the list icon mceclip7.png

AND/OR filters are also available in this view.  

 Note

  • There is a visual cue for when a column has a filter on it, which is the filter icon, and the the order of columns in the side view is the same as the column view
  • Switching between filtering methods clears the other filter method.
  • List filtering will present all values currently retrieved (and included by current filters) into the grid, including "No Value" if any retrieved loads have no value specified. 
  • The free-form boxes on the grid, when in List filtering mode will show a comma-separated list of the selected values. That box will not be editable. And the "x" for clearing will be present.
  • List filtering method will be available for all columns that are filterable, regardless of type.
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