Filter & Replace Feature

How to: Use the filter & replace feature.

Environment: Comsense Advantage & Enterprise

In this article:

What is Filter & Replace?

Filter and replace is a feature that allows you to filter a list of line items to a smaller list and uniformly update all filtered line items with the same information. This feature is available in multiple windows across Comsense. The filter and replace feature increases the efficiency of updating multiple line items.

The three types of filter and replace are slightly different and are distinguished by their section of the software:

Door & Frame Windows (Advantage)

*Note: The Door and Frame windows save automatically, be attentive when using the filter and replace feature in these windows!

This section applies to the Door and Frame windows in the Estimating and Detailing sections of Advantage. In these windows:

  • You must manually turn on the filter and replace feature
  • Filter and replace are two separate line items when the feature is turned on
  • You must include the manufacturer in the filter and replace line items
    • The manufacturer determines the field options 
  • Updates save automatically

The Filter line item is above the Replace line item.

Click image to enlarge
Door Scheduling window; shows the location of the Filter line item.
Image 1: Filter Line Item

The Replace line item is below the Filter line item. 

Click image to enlarge
Door Scheduling window; shows the location of the Replace line item.
Image 2: Replace Line Item

Using Filter & Replace in the Door & Frame Windows

In the Door or Frame window:

  1. Check the Filter and the Replace checkbox
    • The Filter and Replace line items will appear
Click image to enlarge
Door Scheduling window; shows Filter and Replace checkboxes.
Image 3: Filter & Replace Checkboxes

In the Filter line item:

  1. Enter the Mfg Code
  2. Enter the filter criteria
  3. Click the filter Checkmark
    • The list will filter according to the filter criteria
Click image to enlarge
Door Scheduling window; shows the filter criteria and the location of the filter checkmark button.
Image 4: Filter Criteria

In the Replace line item:

  1. Enter the Mfg Code
  2. Enter the replace information
Click image to enlarge
Door Scheduling window; shows the replace information and location of the replace checkmark button.
Image 5: Replace Information
  1. Click the replace Checkmark
Click image to enlarge
Door Scheduling window; shows the fields updated by the replace feature.
Image 6: Updated Fields

The filtered line items now include the Replace line item information.

Tip: Clear the Replace line item immediately after making your changes to prevent any irreversible accidents.

To clear the Replace line item, Click the X.

Click image to enlarge
Door Scheduling window; shows the X icon.
Image 7: Clear Button

Advantage

This section applies to filter and replace in Advantage except the Door and Frames windows. In these windows:

  • There is one line item for both the Filter and Replace function
  • You must select Filter or Replace using the radio buttons
  • Filter is selected by default
  • Updates do not save automatically
Click image to enlarge
Inhouse Labor window; shows the location of the Filter and Replace radio buttons and line item.
Image 8: Filter & Replace Radio Buttons

Using Filter & Replace in Advantage

In the fillable line item:

  1. Enter the filter criteria
Click image to enlarge
Inhouse Labor window; shows filter criteria in the line item fields and the location of the checkmark icon.
Image 9: Filter Criteria
  1. Click the Checkmark
    • You can use the checkmark icon next to the radio buttons selections OR on the fillable line item
  2. Click the Replace radio button
    • The fillable line item will clear

In the fillable line item:

  1. Enter the replace information
Click image to enlarge
Inhouse Labor window; shows the replace information and the location of the checkmark icon.
Image 10: Replace Information
  1. Click the Checkmark
    • The fields will update
Click image to enlarge
Inhouse Labor window; shows the fields updated by the replace feature.
Image 11: Updated Fields
  1. Click Save

The filtered line items now include the Replace line item information.

Tip: Save after each filter and replace is done correctly. If a mistake is made after that, you can close the window without saving.

Enterprise

This section applies to filter and replace in Enterprise. In these windows:

  • Filter and replace are two line items
  • The Filter line item is above the Replace line item
  • The Replace line item is below the Filter line item
  • Updates do not save automatically
Click image to enlarge
Customer Management window; shows the location of the Filter line item.
Image 12: Filter Line Item
Click image to enlarge
Customer Management window; shows the location of the Replace line item.
Image 13: Replace Line Item

Using Filter & Replace in Enterprise

In the Filter line item:

  1. Enter the filter criteria
    • The list will filter automatically
Click image to enlarge
Customer Management window; shows the filter criteria.
Image 14: Filter Criteria

In the Replace line item:

  1. Enter the replace data
Click image to enlarge
Customer Management window; shows the replace information and the location of the Replace icon.
Image 15: Replace Information
  1. Click Replace
    • The fields will update
Click image to enlarge
Customer Management window; shows the fields updated by the replace feature.
Image 16: Updated Fields
  1. Click Save

The filtered line items now include the Replace line item information.

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