Filter

Filters help users narrow down the amount of records they are viewing. The Filter tool

enables users to create and load filters.

The Existing filters tab shows a list of previously saved filters and allows users to add, edit, and delete filters.

For each filter, the program lists the person who created it, the name of the filter, and whether or not the filter is "advanced." The following functions are found at the bottom of the tab:

The Applied filters tab shows information about the view's original filter and the currently applied filter.

Select the desired filter from the list.
Click the Run button. The system immediately loads the filter.

Select the desired filter.
Click the Count button . The following pop-up appears:
Click OK to close the pop-up.

Select the desired filter from the list.
Click the Delete Filter button . The following prompt appears:
Click Yes to delete the filter.

Select a filter in the list.
Click the Rename Filter button . The following window appears:
Enter a new name.
Click OK.

Select a filter from the list.
Click the Copy Filter button .
The Edit Filter window opens to the Advanced tab. The original filter's filtering statement is displayed.
Edit the filter statement as desired.
Click Save or Run. The original filter remains as it was, and a new filter is created.

Select a filter from the list.
Click the Copy Filter button .
The following pop-up appears to show a list of users that the filter could be copied to.
Select the users you would like the filter copied to.
Click OK.
A copy of the filter will be made for each selected user.
The new copy will appear in each users personal list o filters.

Select a filter from the list.
Click the Edit Filter button .
The Edit Filter window opens to the Advanced tab, which displays the filter statement.
Edit the filter as desired.
Click Save or Run.

Click the Add a Filter button . The following dialog box appears:
Name the filter.
Create a filter using either the Build-A-Filter tab or the Advanced tab. More information about creating a filter >>
Click Save or Run.

	My Filters Only	When checked, displays only those filters created by the current user. Uncheck the box to show all saved filters for this module.
	Count	Provides a pop-up showing the number of records the currently selected filter will load.
	Delete a Filter	Deletes the currently selected filter.
	Rename a Filter	Provides a pop-up to rename the currently selected filter.
	Copy Filter	Opens a copy of the currently selected filter in the Edit Filter screen, enabling the user to edit, and save or run the filter.
	Copy Filter to Multiple Users	Creates copies of a selected filter for multiple users. Individual users can edit their copy.
	Edit a Filter	Opens the currently selected filter in the Edit screen and lets users modify the filter.
	Add a Filter	Opens a blank Build-A-Filter screen.

Original Filter	Shows the filter that has been set by the system admin for this view. Note: Most views have a default filter. This is designed to remove records that a user does not need to see or do not apply to the purpose of the specific view. For example, a view in the Work Order module may, by default, use a filter to display only open Work Orders for the Streets department.
Total Records	Displays the number of records found using the Original Filter.
Apply Original	Applies the original filter to the module, returning it to its default state.
Applied Filter	Indicates the filter that is currently applied to the module. Note: This filter does NOT include the column filters.
Total Records	Displays the number of records found using the Applied Filter.
Total Records with Column Filters	Displays the number of records found using the Applied Filter and the column filters.
Clear Applied	Clears the Applied Filter.
Edit Applied	Opens the Applied Filter in an Edit Filter window.