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  • Applies it to the list immediately.
  • Saves it so that is can be applied again at any time.

Also,you must save a Filter if you want to pin the Filter to the list so that it replaces -- No Filter -- as the default Filter for the list.

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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

  • User creating this Filter.
  • Everyone
: all

  • Any 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
  • user.
  • <group name>
    Any user in the specified group or groups, selected from a list of groups that the user creating this Filter is a member of or groups that this Report is currently already visible to.
Note

If you unselect a group that you are not a member of from the Visible To column, and submit the change, you will not be able to add that group back. You can only select and unselect visibility for groups that you are a member of.


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:

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

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