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Step 1 | From the Services, select the record type list for which you want to apply a filter. | ||||||
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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. | ||||||
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:
Save the filterIf you want to save the Filter, you must enter a Name for it. You do not have to enter
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. |
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Field Name | Description | |||||||||||||
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Details | This section contains detailed information about the Filter record. | |||||||||||||
| Universal Controller table (record type) to which this Filter applies. | |||||||||||||
| Indication for whether or not this filter will be available for multiple record types (see Global Filters). | |||||||||||||
| Users that can see this Filter in the Filters drop-down list and apply the Filter to the list.
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| Name of this Filter. | |||||||||||||
| This section contains the criteria for the Filter. | |||||||||||||
| 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:||||||||||
| Allows you to add three criteria fields for this Filter:
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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. | |||||||||||||
| 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. | |||||||||||||
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 | UC71x:Update button | UC71x:Update button | ||||||||||||
New | Displays empty (except for default values) Details for creating a new record. | Delete | ||||||||||||
Include Page | UC71x:Delete button | UC71x: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. |
Unresolved and Variable Fields in a Filter List
For records that have one or more fields in which you can enter a variable instead of selecting a record type, the first of the three Filter Criteria fields includes two selections:
- <record type>Variable
- <record type>Unresolved
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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 |
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New | Displays empty (except for default values) Details for creating a new record. | ||||||
Delete |
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Refresh | Refreshes any dynamic data displayed in the Details. | ||||||
Close | For pop-up view only; closes the pop-up view of this Filter. |
Unresolved and Variable Fields in a Filter List
For records that have one or more fields in which you can enter a variable instead of selecting a record type, the first of the three Filter Criteria fields includes two selections:
- <record type>Variable
- <record type>Unresolved
Variable refers to the Variable check mark field that is provided for a record type field. If you select <record type>Variable, a Comparison Operator, and a Value, and then apply the filter, the list will display only those records that have the Variable field check marked and which match the Comparison Operator and Value criteria.
Unresolved refers to the <record type> field itself in which a variable has been entered. If you select <record type>Unresolved, a Comparison Operator, and a Value, and then apply the filter, the list will display only those records that have the Variable field check marked and which match the Comparison Operator and Value criteria.
Unresolved refers to the <record type> field itself in which a variable has been entered. If you select <record type>Unresolved, a Comparison Operator, and a Value, and then apply the filter, the list will display only those records that have the Variable field check marked and which match the Comparison Operator and Value criteria for the <record type> field.
Examples
The following examples illustrate Variable and Unresolved filter criteria being applied to a task list.
Example 1
Apply this filter criteria to list all tasks for which the Agent Variable field has been check marked.
Example 2
Apply this filter criteria to list all tasks for which the Agent Variable field has been check marked and which contain the characters stonebranch in the Agent field, which identifies and Agent variable.
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You can create a quick filter for a list that will filter the list by full or partial record name.
You can filter for a specific record name or for record names matching a Go To Operator user preference: contains, starts with, or equals.
To create a Go To filter:
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Step 1
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From the Services, select the record type list for which you want to apply a filter.
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Step 2
Either:
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criteria for the <record type> field.
Examples
The following examples illustrate Variable and Unresolved filter criteria being applied to a task list.
Example 1
Apply this filter criteria to list all tasks for which the Agent Variable field has been check marked.
Example 2
Apply this filter criteria to list all tasks for which the Agent Variable field has been check marked and which contain the characters stonebranch in the Agent field, which identifies and Agent variable.
Anchor | ||||
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You can create a quick filter for a list that will filter the list by full or partial record name.
You can filter for a specific record name or for record names matching a Go To Operator user preference: contains, starts with, or equals.
To create a Go To filter:
Step 1 | From the Services, select the record type list for which you want to apply a filter. | ||||||
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Step 2 | Either:
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.
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