---
title: "Filters (CS209010)"
description: "You use this window to create, edit, delete, and manage filters that are shared among all users of the system."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customisation/customisation-windows/llms.txt


# Filters (CS209010)

Last modified February 19, 2026

> You use this window to create, edit, delete, and manage filters that are shared among all users of the system.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

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

+ [Add a system filter](https://docs.vismasoftware.no/visma-net-erp/help/customisation/manage-shared-filters/add-a-system-filter/index.md)
+ [Delete a system filter](https://docs.vismasoftware.no/visma-net-erp/help/customisation/manage-shared-filters/delete-a-system-filter/index.md)
+ [Modify a system filter](https://docs.vismasoftware.no/visma-net-erp/help/customisation/manage-shared-filters/modify-a-system-filter/index.md)
+ [Translate filter tab captions](https://docs.vismasoftware.no/visma-net-erp/help/management/manage-locales-and-languages/translate-filter-tab-captions/index.md)

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Button</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Make filter not shared</td>
<td class="vismanet-table__cell">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.</td>
</tr>

</table>


## 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.

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Filter ID</td>
<td class="vismanet-table__cell">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.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Name</td>
<td class="vismanet-table__cell">The name of the filter. For a new filter, enter a name that describes the type of data that is shown with this filter.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Screen ID</td>
<td class="vismanet-table__cell">The window you select from the sitemap to which the filter will be applied.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">View</td>
<td class="vismanet-table__cell">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.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Is default</td>
<td class="vismanet-table__cell">A check box that you select to make the filter the default filter for the selected table.</td>
</tr>

</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**).

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Column</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Active</td>
<td class="vismanet-table__cell">A check box that indicates (if selected) that the condition is active for the chosen window and table in the window.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Brackets</td>
<td class="vismanet-table__cell">A group of opening brackets to group logical conditions.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Property</td>
<td class="vismanet-table__cell">The property associated with the system graph and particular table.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Condition</td>
<td class="vismanet-table__cell"><p>The logical operation to apply to the value of the chosen
property. The following options are available:</p>
<dl>
<dt>Equals</dt>
<dd>Displays records where the value of a value of the specified property is equal to the value in the <strong>Value</strong> column.</dd>
<dt>Does not equal</dt>
<dd>Displays records where a value of the specified property is not equal to the value in the <strong>Value</strong> column.</dd>
<dt>Is greater than</dt>
<dd>Displays records where a value of the specified property is greater than the value in the <strong>Value</strong> column.</dd>
<dt>Is greater than or equal to</dt>
<dd>Displays records where a value of the specified property is greater than or equal to the value in the <strong>Value</strong> column.</dd>
<dt>Is less than</dt>
<dd>Displays records where a value of the specified property is less than the value in the <strong>Value</strong> column.</dd>
<dt>Is less than or equal to</dt>
<dd>Displays records where a value of the specified property is less than or equal to the value in the <strong>Value</strong> column.</dd>
<dt>Is between</dt>
<dd>Displays records where a value of the specified property is between values in the <strong>Value</strong> and <strong>Value2</strong> columns.</dd>
<dt>Contains</dt>
<dd>Displays records where a value of the specified property (string) contains the value in the <strong>Value</strong> field.</dd>
<dt>Does not contain</dt>
<dd>Displays records where a value of the specified property (string) does not contain the value in the <strong>Value</strong> column.</dd>
<dt>Ends with</dt>
<dd>Displays records where a value of the specified property ends with the same character or string as the value in the <strong>Value</strong> column contains.</dd>
<dt>Starts with</dt>
<dd>Displays records where a value of the specified property contains at the beginning the value in the <strong>Value</strong> column.</dd>
<dt>Is null</dt>
<dd>Displays records where a value of the specified property is null.</dd>
<dt>Is not null</dt>
<dd>Displays records where a value of the specified property is not null.</dd>
<dt>Is in</dt>
<dd>(for values of the <strong>user</strong> type): Displays records where a value of the specified property (a user) is included in the work group selected in the <strong>Value</strong> column. You can use this parameter with the <code>@MyGroups</code> and <code>@MyWorktree</code> clauses.</dd>
<dt>Is not in</dt>
<dd>(for values of the <strong>user</strong> type): Displays records where a value of the specified property (a user) is not included in the work group selected in the <strong>Value</strong> column. You can use this parameter with the <code>@MyGroups</code> and <code>@MyWorktree</code> clauses.</dd>
</dl></td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Value</td>
<td class="vismanet-table__cell"><p>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.</p>
<p>The predefined parameters are listed in <a href="/visma-net-erp/getting-started/personalise-the-presentation-of-data/about-creating-temporary-or-reusable-filters/index.md">About creating temporary or reusable filters</a>.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Value2</td>
<td class="vismanet-table__cell"><p>The second value for the logical condition, if the selected
logical condition requires a second value.
(For example: The <strong>Is between</strong> 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.</p>
<p>The predefined parameters are listed in: <a href="/visma-net-erp/getting-started/personalise-the-presentation-of-data/about-creating-temporary-or-reusable-filters/index.md">About creating temporary or reusable filters</a>.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Brackets</td>
<td class="vismanet-table__cell">A group of closing brackets to group logical conditions.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Operator</td>
<td class="vismanet-table__cell">The logical operator to be used between groups of logical conditions.</td>
</tr>

</table>



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