docs/8.0/ayanova/docs/ay-start-form-data-tables.md

@@ -2,6 +2,10 @@
 
 Data tables are used to view, report, bulk process through extensions or open AyaNova business objects for editing.
 
+Many columns will contain items that represent other objects in AyaNova and are displayed by a url that you can click on to open that record indicated.
+
+Date, time and currency columns are displayed according to the web browser's default however they can be overriden in the [User settings form](home-user-settings.md).
+
 ## Common menu options
 
 Most data tables in AyaNova share the same common menu options. One ore more of these options might not be available for _all_ forms depending upon the Roles assigned to the current User or the type of AyaNova business object being listed.
@@ -131,79 +135,82 @@ Columns are sorted by clicking on their names to toggle their sort mode betwen a
 
 ![data table sort](img/form-data-table-sort.png)
 
-In this example it can be seen that the data has been sorted by the Customer Name column *first* in *ascending* order indicated by the number 1 beside a downward pointing arrow sort indicator.
-
-It is sorted by the work order column *secondarily* in *descending* order indicated by the number 2 beside an upward pointing arrow sort indicator.  
+In this example it can be seen that the data has been sorted by the Customer Name column *first* in *ascending* order indicated by the number 1 beside a downward pointing arrow sort indicator and then sorted by the work order column *secondarily* in *descending* order indicated by the number 2 beside an upward pointing arrow sort indicator.  
 
 This results in a list ordered by customer name first from a to z then by work order number from highest to lowest.
 
 To remove a sort click on the column header name until the sort arrow indicator disappears.
 
+The column position does not affect the sort order only the selection made.
+
+
 #### Filtering columns
 
-### Filtering dates
+Columns are filtered by clicking on their filter icon ![filter icon](img/form-data-table-filter-button.png).
+
+This will open the filter dialog where a filter can be set or edited:
+
+![filter example](img/form-data-table-filter-dialog-new.png)
+
+In the example above a new filter is being applied to the `Customer` column indicated in the name at the top.  This filter will cause the data table to show only customers who have a Name that start with "J", "K" or "L".  
+
+As seen in the example more than one filter can be applied in a single filter to include or exclude records and you can choose an `AND` type filter that returns only data that matches *all* filters entered or an `OR` type filter that will return data that matches *any* of the items in the filter list.
+
+Filters are created by first selecting a type of filter from the "Filter" selection list.  The types of filters offered vary depending upon the type of data in that particular column.
+
+Some filters require a Value to be entered and others do not. If the filter requires a value one or more controls will appear below the filter selection and a value must be entered for that type of filter.
+
+For example a date based column filter has pre-selected date ranges available such as "Last year" and those do not require a value, however you can also select a Before filter which does require a date to be entered.
+
+Once your filter selection is made click on the `+` add button to make it official.  If you click on `save` before clicking on `+` add the filter will *not* include your selection.
+
+To remove a filter from a column or edit it click on the column filter icon again and either remove or adjust the items in the filter or select delete to remove them entirely.
+
+Once you have your filters selected how you like them you can save all the filters applied to the current list by using the [saved filter](#saved-filter) feature to save them for re-use.
+
+##### Case sensitivity
+
+Text filters will be affected by the [filtering is case sensitive](adm-global-settings.md#filtering-is-case-sensitive) global administration setting.  The default is for them to *not* be case sensitive.
+
+
+##### Filtering dates
 
 When viewing data in AyaNova that is filtered with one of the relative date filters (for example a filter of "TODAY"), this time zone setting is taken into account in order to ensure that the user sees data appropriate to _their time zone_. This means that two people with browsers in different time zones using a filter of TODAY for a date field may see different list of results from each other.
 
-todo: document that emojis can be used in any text field and key combo on windows is winkey-period
--other os's too?
 
-todo: WIKI controls
-
-todo: DATA TABLES link to it's own page
-
-Need help page specific to DataTable usage, link to it from the top of all manual pages that are for DataList UI pages (e.g. Customers page)
-Note: arbitrary 1024 max char text field length, truncates after that.
-Note: Special note to indicate that filtering by a column then hiding that column is supported as a feature
-User won't see the filtered column if they hid it but the filter still applies
-User can tell it's still filtered by the prescence of the filter reset button (circle with X inside) to the right of the filter selection list
-note: filtering system, column view system, saving filter, case sensitivity, tokens etc
-hidden query-affecting columns: Data Table column selector button will change to larger and accented when this is the case and the column selector form will highlight these hidden columns that affect the view with raised elevation, accent color and filter+sort icon (both show, there is no distinction which type of way it's affecting)
-
-Data table filtering on Duration / interval type columns:
-Filters are limited to greater than or less than due to nature of this type of data which is very hard to match precisely due to millisecond differences
-making equals or not equals useless for exact comparison. In addition these types of fields always have a value even if it's zero so they don't work with Has value / no Value either
-Greater than and less than can be used to match any value desired by using two filters one greater one less and use of the OR or AND option as appropriate
-Case sensitivity and filtering - controlling
-
-## Data Table TAG filters
+##### Filtering TAGS
 
 All tags are lower case always, case is not relevant in Tag filters.
 
 Order is not relevant in Tag filters, so {green, red} is no different than {red, green} when filtering is applied
 
-### Filter types supported
+Tag filter types supported:
 
-#### Equality
+###### Equality
 
 Exactly equal compare entire search term array to tag array in db - all terms in search exactly present and no others in db record
 e.g. {red,green,blue} will return records with tags {green,red,blue} but _not_ match {red,green,blue,orange}
 
-#### Not equal
+###### Not equal
 
 The opposite of Equality; specifically exclude rows that exactly match all the search terms
 e.g. {red,green,blue} will return records with tags {red,green,blue,orange} but _not_ match {green,red,blue}
 
-#### NO value
+###### NO value
 
 Will return records with no tags set at all
 
-#### Has value
+###### Has value
 
 Will return records with any tag set
 
-#### Contains
+###### Contains
 
 Returns records that contain the specified search tags. Records may have other additional tags but that's ok as long as it has the search term ones
 e.g. {red,green,blue} will return records with tags {green,red,blue} and also {red,green,blue,orange}
 
-#### Not contains
+###### Not contains
 
 All terms in search query _NOT_ present in db record, don't care what else is in db record as long as it's not the search terms (order insensitive)
 e.g. {red,green,blue} will not return records with tags {green,red,blue} and also not return {red,green,blue,orange} but would return {red,green,black}
 
-sorting
-
-selecting
-
-extensions