Defining quick filters on forms

Filter a list of records on forms to display only those records that meet your specified criteria.

Note: The system applies the filter in addition to any filter criteria specified in a Dataspy that is applied to the list.

Note: To filter multiple fields simultaneously on the list view, click Grid Menu, and then select Show Filter Row. The system displays the filter row on the list view. Select the operators for multiple fields, click Filter Menu, and then click Run Filter. The system displays the records matching the filter criteria.

Open any form containing a list of records.

Note: On list views, the system displays the number of records that were located using the specified Dataspy on the filter bar.
Select the Filter field on which to filter from the first drop-down list.

Note: For forms that include custom fields, the custom fields are displayed at the end of the filter drop-down list. Only custom fields associated to the entity of the screen AND associated to a class with an organization for which the user has query rights will be displayed. If more than one entity exists for the screen, then only the primary entity will be used.

The field being queried, which is the first field of the three, defaults to the first column in the grid unless the first column is a non-data bound select check box. To change the default quick filter, modify the grid layout then save the changes.

See Saving the list layout.

The operator of the quick filter, which is the second field of the three, can default to Starts With or Contains. Set the value of the QUICKDEF install parameter to S or C.

Select an operator from the second drop-down list. See the following table for operator options:


Operator	Definition
Starts With	Search for items with a description that begins with the entered value.
Equals	Search for items with a value equal to the entered value.
Does Not Equal	Search for items with a description that does not equal the entered value.
Contains	Search for items with a description that contains the entered value.
Does Not Contain	Search for items with a description that does not contain the entered value.
Ends With	Search for items with a description that ends with the entered value.
Is Empty	Search for items with a description that has no entered value.
Is Not Empty	Search for items with a description that has any entered value.
Less Than	Search for items with a value less than the entered value.
Greater Than	Search for items with a value greater than the entered value.
Less Than or Equals	Search for items with a value less than or equal to the entered value.
Greater Than or Equals	Search for items with a value greater than or equal to the entered value.
Selected	Search for items where the check box is selected. This applies to check box fields only.
Not Selected	Search for items where the check box is not selected. This applies to check box fields only.
Either Selected or Not Selected	Search for items where the check box is either selected or not selected. This applies to check box fields only.

Enter the value for which to filter in the third field.

Note: If the field on which you are filtering is displayed on a Record View page, the third field in the quick filter will display according to that field type: text box, drop-down list, lookup, check box, or calendar.
Click Run.