Filter Search Pane can be found 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.
Click on the Filter Search icon to open
Filter Search Pane.
Note: Sometimes certain fields
might not be visible within a table but those fields can still be utilized as a
Filter Search criteria.
Example: Following diagram shows fields in
Filter Search pane (Order No(1),Customer No(2)) and their
corrosponding columns within a table(a).
More
You can use this option to add additional filteration fields to Filter Search Pane.
A.
First, click More drop down menu to access all the fields associated with Filter Search Pane.
Enter a field name in the Filter fields section to locate the desired field.
Note : You can click the Reset button to deselect your selection and revert to the default checkbox field selections.
Finally, click the Checkbox next to a field to add it to the Filter Search Pane.
B : Favorites
You can save your current filtered search to your favorites, allowing you to easily reuse the same filters by selecting the saved search from your favorites list.
C : Apply
Apply your filters after selecting all the filter criteria by clicking the
Apply button.
Saved Filter
Click on the Saved Filter drop down menu to View / Manage all the filter search configurations saved previously.
D.
First, click on the Saved Filters drop down menu to View / Manage all the
filter search configurations saved previously.
Next, click on any Saved Filter Title to add those filters to
the section.
You can also click on Apply Latest Filter to perform the most recent
filter search on the section.
How to Save a
Filter Search
Use the Save Filter option to save your current filter
configuration
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.
How to Manage Saved
Filters
Use the Manage Saved Filters option to save your current applied search filters
Click the Manage Saved Searches option to modify your saved page searches.
Next, click on the Saved Search drop down menu to select the Saved Search record you wish to modify.
Fill in the fields:
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.
Additional Options:
Order by:
This section cannot be
modified and it is
prefilled with, records
order by data.
Search: Apply the modifications and initiate search.
Delete: Delete the saved
filter.
Cancel: Cancel the modification
of saved filter.
3 Dot Menu
Click on the 3 dot menu to access additional capabilities in Filter Search Pane.
F.
Filter Settings
Modify the Page Search interactions by utilizing the options in Search Settings menu.
1. Run Filter Section define how the filter should be applied :
When criteria is changed: As soon as you change filter criterias, a filter search will be triggered automatically
Only when Search button pressed : System will wait until you press the Apply button to initiate a Filter search.
Modify the Page Search interactions by utilizing the options in Search Settings menu.
2. Startup Behavior Section Select which data to be shown in the component when it first opened:
Show Default Data: Default data defined by the system administrator will be shown when you first open up a section
Use Filter: The filter will be applied according to your preferences below.
New Filter : Populate the data after applying a new filter.
Run Latest Filter : Populate the data according to most recently applied filter.
Saved Filter : Populate the data according to a saved filter.
You can select a saved filter by using the drop down menu which appears when you select Saved filter radio button.
How to Filter Records Based on a Date/Time Value In a Different Time zone.
In the Filter Search Pane, Date/Time fields include a separate time zone selection drop down menu, allowing you to select a date/time values in a timezone other than your current working time zone.
Records added to the system could have been created with different date/time values in various time zones. After applying this condition to Page
Search, all records created between 00:00 and 24:00 in your selected time zone on the chosen date will be displayed.
Note: Upon selecting a date/time value different from your current working timezone, a time zone badge will appear in the applied filter to indicate your chosen time zone.
+
