Filters
Overview
Universal Controller lets you apply filters to lists throughout the user interface.
You can:
Create a filter and either:
Apply it only to the list for which it was created.
Apply it to multiple record types (see Global Filters) .
Create any number of Filters for a list, and any amount of criteria for each Filter.
Create a Filter and apply it to a list without saving it; you will not be able to re-apply it to the list.
Create a Filter and save it; the filter is automatically applied to the list and saved so that you will be able to re-apply it to the list at any time.
Save a previously saved Filter under a different name. You can edit the re-named Filter and apply it to the same list as the original Filter at any time.
By default, no filtering is applied to a list. This is indicated by the default value (-- No Filter --) for the Filter field in the List task bar. However, you can pin a saved Filter to a list to make that the default Filter for the list.
You also can create a quick, one-time filter (it is not saved) that allows you to sort a list by record name (see Go To Filter).
Creating a Filter
To create a Filter:
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. |
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:
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. |
Note
You also can create a filter by viewing a saved filter on the Filters list and clicking the Save As... button. This new filter applies only to the record type list of the saved filter, but you can change any of its filter criteria.
Global Filters
Global filters can be created from any supported record type and can be used/applied in any record types.
For example, you can create a global filter for a type of task and use that same filter in Triggers or any other supported records.
Filter Fields
You can create global filters with the following common fields and use them on any supported record types.
Whichever record type has all of these common fields, the global filter can be created and re-used from other record types.
Field | Description |
|---|---|
Name | Name of the record |
Description | Description |
Member of Business Services | List of Business Services |
Created | Created Date |
Created By | Created By |
Updated | Updated Date |
Updated By | Updated By |
UUID | UUID of the record |
Supported Record Types
You can create global filters for the following record types.
Agent
Agent Cluster
Application
Bundle
Bundle Target
Calendar
Credential
Database Connection
Email Connection
Email Template
OMS Sever
Peoplesoft Connection
SAP Connection
Script
SNMP Connection
Task
Task Instance
Trigger
Variable
Virtual Resource