Filters (CS209010)
Some inquiry or processing windows may display a great deal of information, making it difficult for users to find the data they generally need. For example: If a specific inquiry window displays transactions in a table on dozens of pages but users need to see only the most recent transactions, you can apply a default filter to the table that would display only transactions for the past three days.
The filters created in this window cannot be modified in the windows on which they are applied.
What to do from this window
| Button | Description |
|---|---|
| Make filter not shared | Makes the selected filter available in the window it applies to for only the user who created it. This button appears when select an existing filter or after you save a new filter. |
The top part
You can use this area to create a new filter or to select an existing filter to view or edit its details.
| Element | Description |
|---|---|
| Filter ID | The unique identifier of the filter. For a new filter, leave this field blank; once the filter is saved, the system will insert its name in this field as a ID. |
| Name | The name of the filter. For a new filter, enter a name that describes the type of data that is shown with this filter. |
| Screen ID | The window you select from the sitemap to which the filter will be applied. |
| View | The table in the window (selected in the Window ID field) that the filter is to be applied to. Filters can be applied to the data in tables only. If the selected window has multiple tables, they will be displayed in a drop-down list in this field. |
| Is default | A check box that you select to make the filter the default filter for the selected table. |
The table
This table contains the filter conditions. Conditions are created with respect to the data available in the window chosen in the top part. A filter may contain a number of simple conditions or lines combined into one logical expression with brackets and logical operators (And and Or).
| Column | Description |
|---|---|
| Active | A check box that indicates (if selected) that the condition is active for the chosen window and table in the window. |
| Brackets | A group of opening brackets to group logical conditions. |
| Property | The property associated with the system graph and particular table. |
| Condition | The logical operation to apply to the value of the chosen property. The following options are available:
|
| Value | The value you enter for the logical condition used to filter the data, if the selected condition requires a value. The value you enter must conform with the data type of the selected property. You can enter or select a fixed value or one of the predefined parameters. The predefined parameters are listed in About creating temporary or reusable filters. |
| Value2 | The second value for the logical condition, if the selected logical condition requires a second value. (For example: The Is between logical condition requires a second value.) The value you enter must conform with the data type of the selected property. You can enter or select a fixed value or one of the predefined parameters. The predefined parameters are listed in: About creating temporary or reusable filters. |
| Brackets | A group of closing brackets to group logical conditions. |
| Operator | The logical operator to be used between groups of logical conditions. |