Advanced Filter Editor
Advanced Filters enable you to manually configure filters. Users should have a working knowledge of SQL (Structured Query Language) before attempting to use Advanced filters. For most users, the Build A Filter is sufficient.
Important: Advanced Filters cannot be converted to Basic Filters.
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Displays the number of records found by the filter currently being created/edited. |
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Stores the filter for future use while setting the name of the filter. |
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Executes the filter. |
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
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Open the module that contains a basic filter that you want to convert to an advanced filter.
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Select the
. The Filters tool opens.
- Select a Basic filter from the filter list.
- Select Edit.
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In the Filter Builder, select Advanced. The following warning appears:
- Select Continue. The Advanced Filter Editor opens.
- Modify the filter as needed.
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Select Save As. The following pop-up appears:
- Enter a name for the filter.
- Select Save.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
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Open the module for which you want to build an advanced filter.
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Select the
. The Filters tool opens.
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Select Build A Filter. The Filter Builder pop-up appears.
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Select Advanced. The following warning appears:
- Select Continue. The Advanced Filter Editor opens.
- Enter a SQL statement in the text box, starting with the table from which to select records. The statement will always include Select * from at the beginning.
- Important: SQL statements must contain all required information in the proper order to avoid warnings and inaccurate filter results.
- Use the Select Table Name drop-down to select a table related to the desired module.
- Use the Select Column Name drop-down to select a field from that table. Doing so will insert tablename.fieldname into the SQL statement.
- Use the Select Reserved Word drop-down to insert a reserved word into the SQL statement.
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Continue writing your SQL statement. Your SQL statement should contain the following, in this order:
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SELECT, FROM, WHERE, ORDER BY, GROUP BY
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To save the filter, select Save As.
Important: Filters saved from the Advanced tab will be saved as Advanced filters. Advanced filters cannot be edited using the Basic Filter Builder.
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To immediately run the filter, select Run.
For more information, refer to Reserved Words.