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Add series tool in the QB #6166

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CarolineDenis opened this issue Jan 28, 2025 · 0 comments · May be fixed by #4952
Open

Add series tool in the QB #6166

CarolineDenis opened this issue Jan 28, 2025 · 0 comments · May be fixed by #4952
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@CarolineDenis
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CarolineDenis commented Jan 28, 2025

Addition of Series Tool to the Query Builder

A new tool, called Series, should be added to the Query Builder, positioned next to the existing Distinct tool. This tool will complement the Bulk Carry Forward feature in Data Entry.
Series checkbox should only be displayed in the interface for CO table.
Series checkbox should be readonly if Catalog Number is not a part of the query field.
Only one of the two checkboxes Series or Distinct can be checked, if one is selected, the other will be readonly.

Image


Functionality of the Series Tool:

1. Enabling the Series Tool:

  • In the Query Builder, users will have the option to check the box for the Series tool.
  • If the Series box is checked, records in the query results with identical values for all fields (except for the Catalog Number) will be consolidated into a single row.

2. Behavior of the Series Tool:

  • Grouping Criteria: Records with identical values across all fields in the query (excluding Catalog Number) will be grouped together.
  • Range Representation: The Catalog Number values will be displayed as a range for grouped records.
  • Range Representation Exception: If the ID field is included in the query, all records will be return separately.
  • Consecutive Numbers Only: Only records with consecutive catalog numbers will be grouped together. Any gap in catalog numbers will result in separate groups.

Example Demonstration:
Query Fields:

  • Catalog Number
  • Text3
  • Preparation Type Name

Records:

  1. Catalog Number = 0012, Text3 = SomeText, Preparation Type Name = Vial
  2. Catalog Number = 0013, Text3 = SomeText, Preparation Type Name = Vial
  3. Catalog Number = 0014, Text3 = SomeText, Preparation Type Name = Vial
  4. Catalog Number = 0015, Text3 = OtherText, Preparation Type Name = Vial
  5. Catalog Number = 0016, Text3 = OneText, Preparation Type Name = Vial
  6. Catalog Number = 0017, Text3 = SomeText, Preparation Type Name = Vial
  7. Catalog Number = 0018, Text3 = SomeText, Preparation Type Name = Vial
  8. Catalog Number = 0020, Text3 = SomeText, Preparation Type Name = Vial
  9. Catalog Number = 0021, Text3 = SomeText, Preparation Type Name = Vial
  10. Catalog Number = 0022, Text3 = SomeText, Preparation Type Name = Vial

Results After Applying the Series Tool:

  1. 0012 - 0014, SomeText, Vial
  2. 0015, OtherText, Vial
  3. 0016, OneText, Vial
  4. 0017 - 0018, SomeText, Vial
  5. 0020 - 0022, SomeText, Vial

Explanation:

  1. The first three records are grouped together because their catalog numbers are consecutive (0012, 0013, 0014) and their field values are identical.
  2. Record 0015 is not included in the first group because its Text3 value (OtherText) differs.
  3. Record 0016 is grouped separately because its Text3 value (OneText) is unique.
  4. Records 0017 and 0018 are grouped together, but 0020 to 0022 are in a separate group due to the gap between catalog numbers 18 and 20.

Benefit of the Series Tool:
This tool will ensure that records entered via the Bulk Carry Forward feature are consolidated into a single row in the QB results, reducing redundancy and improving clarity.

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