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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 | |||||||||||
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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.
| |||||||||||
| 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. | |||||||||||
| Allows you to add three criteria fields for this Filter:
| |||||||||||
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 |
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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. |
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