Restrictions: All/Include/Exclude

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In many places in the system you are able to apply restrictions to reports and actions.

The components on the form usually look something like these:

       

 

Set the restrictions by selecting the appropriate radio button in the appropriate restrictions panel.  The radio buttons you may choose from are:

All – Selecting this option will instruct the system to include all items within the Include form for the respective restriction category on the report.

Inc / Include – Selecting this option will instruct the system to include only items specified in the Include form.  The Include form is invoked by selecting the Include radio button.

Exc / Exclude – Selecting this option will instruct the system to exclude all items specified in the Exclude form.  The Exclude form is invoked by selecting the Exclude radio button.

Cur - Current context only.

 

   

 

Search by

Description – By entering data into this field, the system will locate a record with a matching description.  This field does an incremental search. The record list is presented in alphabetical order. You may also click on the column heading "Description" to alphabetize the list.

Number – By entering a number into this field, the system will locate a record with a matching number. You must tab out of this field after entering the number to be matched. The list will be presented in numeric order. You may also click on the column heading "Number" to list in numeric order.

Select by

This choice only appears when selecting channels and/or groups. Click "Channel" to list channel records, and click "Group" to list group records.

Checkbox

Click the checkbox on the left of the record description to select that record.

OK

Press OK to accept the selected values and continue.

Reset

Press Reset to uncheck all records.

Cancel

Press Cancel to cancel this operation.

Help

Press Help for help with the procedures for this form.

 

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Copyright © 2002-2003 Summit Software Systems, Inc. All rights reserved.
Last modified: Thursday July 22, 2004.