Filter Search Pane

Filter Search Pane is employed within components like tables, Gantt charts, etc. that manages multiple data fields. Its purpose is to sift through raw data based on the values present in the columns, allowing users to refine and narrow down the displayed information according to specific criteria.

Filter Search

Filter IconClick on the Filter option within the components of IFS Cloud pages to open Filter Search Pane.

 

Filter Search Pane

Filter Search Pane

Filter Search Window

The components of the Filter Search Pane are explained below:

Label Name Description
A More
  • Click the More drop down menu to access all the fields associated with the Filter Search Pane.

Filter Search Pane Drop Down Menu

  • Enter a field name in the Filter fields section to locate the desired field.
  • Click the Reset button to deselect your selection and revert to the default checkbox field selections.
  • Click the Checkbox next to a field to add it to the Filter Search Pane.
B Favorites
  • Filter for the records which are marked as favorites.
    Favorite Icon
C Apply
  • Apply your filters after selecting all the filter criteria by clicking the Apply button.
    Apply Icon
D Saved Filter
  • Click on the Saved Filter drop down menu to View / Manage all the filter search configurations saved previously.

Saved Filter Window

  • Click on any Saved Filter Title to add those filters to the component.
  • Click on Apply Latest Filter to perform the most recent filter search on the component.
  • Search for : This section cannot be modified and it is prefilled with all the filter criteria you selected on Filter Search Pane.

Save Filter

  • Click the Save Filter option to save your current filter configuration.

Save Icon

Save Filter Window

  • Fill in the fields:
  • Name : Fill the Name field with a desired name for the custom filter combination.
  • Notes : Add any notes / comments regarding the filter combination in the Notes field.
  • Search for : This section cannot be modified and it is prefilled with all the filter criteria you selected on Filter Search Pane.
  • Order by : This section cannot be modified and it is prefilled with all the data organizing criteria.

Manage Saved Filters

  • Click the Manage Saved Searches option to modify your saved page searches.         

Manage Saved Filters Icon

Manage Saved Filters

  •   Fill the following:
  • Saved Search : Click on the Saved Search drop down menu to select the Saved Search record you wish to modify.
  • Name : Modify the Name of the Saved Search.
  • Notes : Modify the Notes of the Saved Search.
  • Search for : This section cannot be modified and it is pre-filled with all the search criteria selected on Filter Search Pane.
  • Order by : This section cannot be modified and it is pre-filled with, records order by data.
  • Functionality of the buttons:
  • Search: Apply the modifications and initiate filtration.
  • Delete: Delete the saved filter. 
  • Cancel: Cancel the modification.

 
E 3 Dot Menu
  • Click on the 3 dot menu to access additional capabilities in Search Pane.

3 Dot MenuFilter Settings

Filter Settings

  • Modify the Filter Search interactions by utilizing the options in Filter Settings menu.

Filter Settings Window

Run Filter

  • Define how a filter should be applied to a component.
  • When criteria is changed (As soon as you change a search criteria).
  • Only when search button pressed (Wait until you press the Search button).

Startup Behavior

  • Select which data to be shown in the component when it first opened.
  • Show default data.
  • Use filter - Show data according to the filters defined in Filter Search Pane.

Note: Certain columns which are not visible within the components might also be included as search criteria, even though the fields are not visible to you you can still filter records according to it.

Filter Records Based on a Date/Time Value In a Different Timezone.

In the Filter Search Pane, Date/Time fields include a separate timezone selection drop down menu, allowing you to select a date/time values in a timezone other than your current working timezone.

Records added to the system could have been created with different date/time values in various timezones. After applying this condition to Page Search, all records created between 00:00 and 24:00 in your selected timezone on the chosen date will be displayed.

filter timezon

Note: Upon selecting a date/time value different from your current working timezone, a timezone badge will appear in the applied filter to indicate your chosen timezone.

Short Keys Associated with Filter Search Pane

Refer to the short keys section explained on Page Search Pane.