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to the list immediately. <li> to apply it to the list immediately and save it so that it can be applied again at any time. <li> Apply the filter and then save it. </ul>
  •  to apply it to the list immediately and save it so that it can be applied again at any time.
  • Apply the filter and then save it.

If you want to save the Filter, you must enter a Name for it. You do not have to enter a Name for a Filter if you only want to apply it.

Step 1

From the Services, select the record type list for which you want to apply a filter.

Step 2

Click the Filter... button in the List task bar that displays at the top of the list. A Filter Details pop-up dialog displays.
 

Step 3

In the Visible To field, select whether you want the Filter to be visible to only to the logged in user, to any logged in user, or to any logged in user that belongs to the same user group as the logged in user.
 
A user can apply any visible Filter to a list, and can modify any Filter that is visible to that user or that user group. A user may not be able to update a filter that is visible to all users, but can save/modify that filter local to the user.

Step 4

If you want the filter to be available for use for all record type that use filters, click the global checkbox.

Step 5

Using the field descriptions below as a guide, select criteria for the Filter.

Step 6

When you have selected the filter criteria, you can:

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<ul>
<li>
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...

<ol> <li>
  1. Field
  1. in
  1. the
  1. record
  1. Details
  1. for
  1. this
  1. record
  1. type
  1. on
  1. which
  1. to
  1. base
  1. the
  1. Filter.
<li>
  2. Comparison
  1. operator.
<li>
  2. Value(s)
  1. to
  1. compare
  1. the
  1. Field
  1. in
  1. the
  1. record
  1. Details
  1. with
  1. (not
  1. case-sensitive).
</ol>

Field Name

Description

Details

This section contains detailed information about the Filter record.

Anchor
Table
Table
Table

Universal Controller table (record type) to which this Filter applies.

Anchor
Global
Global
Global

Indication for whether or not this filter will be available for multiple record types (see Global Filters).

Anchor
Visible To
Visible To
Visible To

Users that can see this Filter in the Filters drop-down list and apply the Filter to the list.
 
Options:

  • Me: only the logged in user can see and apply this Filter.
  • Everyone: all logged in users can see and apply this Filter.
  • Group: All users belonging to the selected group to which the logged in user belongs can view and apply this Filter.

Anchor
Name
Name
Name

Name of this Filter.

Anchor
Filter criteria
Filter criteria
Filter

This section contains the criteria for the Filter.

Anchor
Match All
Match All
Match All

Specifies that when this Filter is applied, the list will displays all records that match all of the criteria.

Match Any

Specifies that when this Filter is applied, the list will displays all records that match any of the criteria.

Anchor
Filter Criteria fields
Filter Criteria fields
Add ( + ) icon (Filter Criteria fields)

Allows you to add three criteria fields for this Filter:

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Note
TitleNote

If you are filtering on date-related fields using the between (inclusive) comparison operator (SQL BETWEEN condition), the database query can produce unexpected results when the later date is specified before the earlier date.


Buttons

This section identifies the buttons displayed above and below the Filter Details that let you perform various actions.

Save

For a new Filter; applies the Filter to the list and saves a new Filter record in the Controller database.

Anchor
Save As
Save As
Save As...

For saved Filters; Creates a copy of the filter with a different Name and/or Visible To fields.

Apply Filter

For a new, unsaved Filter; applies the filter to the list.
 
For an applied Filter; allows you to see the results of any changes made to the Filter criteria before updating the Filter.

Pin Filter

For a Filter; allows you to pin (select) the Filter as the default Filter for the list.

Unpin Filter

For a Filter; allows you to unpin (de-select) the Filter as the default Filter for the list.

Clear Filter

For saved Filters; clears the Filter of all criteria field values.

Update

Include Page
IL:Update button
IL:Update button

New

Displays empty (except for default values) Details for creating a new record.

Delete

Include Page
IL:Delete button
IL:Delete button

Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this Filter.

...

<ul> <li> Click the <b><u>G</u>o
  • Click the Go To...
</b>
  •  button
  • in
  • the

Step 1

From the Services, select the record type list for which you want to apply a filter.

Step 2

Either:

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 that displays at the top of the list. 
<li> Press the

Access Key Combination

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  •  that displays at the top of the list.
  • Press the Access Key Combination that is appropriate for your browser / platform to highlight the Go To... button, and then press the Enter key.

A Go To pop-up dialog displays.
 

Step 3

Select an operator for the Go To filter (the current value of the Go To Operator user preference displays by default), enter a full or partial record name, and click the Go button. The list then will display only records that match your Go To filter selections.
 

Note
titleNote

Selecting an operator that is different than the current Go To Operator user preference value does not change that user preference value.


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