Using the Filter Window

The Filter screen can appear in a module two ways.

When users open a module, the filter window loads before any records are displayed. This allows them to start out by choosing a filter if they want. To load the module with all records they can click Go.

or

After a module is opened, user can access the filter window by clicking on the module toolbar.

Filter

Window Components

Tabs	At the top of the window are a row of tabs. In general they do the following
Filter tab	This tab is always the first on and contains a list of saved filters. The filters can be selected and run at any time.
Sort tab
Pg. tabs	These tabs contain most of the fields from the module. Find a field to filter on by going through the tabs. In general the further back in the module tabs a field is, the further back in these tabs it is too.

Buttons at Bottom

Default Filter	This displays the name of the current filter marked as the default filter for this module.
Skip This Screen	Mark this button to skip the filter screen automatically when opening the module.
Load Default Filter	If the Skip this Screen box is marked and a Default Filter is set, mark this button to have the Default filter loaded automatically when the module is open.
Load All Records	If the Skip this Screen box is marked this will be selected by default. When the module is open it will open to all records.
My Filters Only	Mark this to cause the Filter tab to only display the current users filters.

Buttons on Right

Selected Filter:	The name of the filter that is currently selected
Make Default	Use this tool to make the current selected filter (from the Filter tab) the default filter. The filter name will appear in the Default Filter box and the Load Default Filter button will be usable.
Delete	Deletes the filter selected in the Filter tab.
Cancel	Closes the Filter tool, but doesn't remove the currently applied filters
Reset	Resets any applied filters. This removes the filters from the dataset so all records will load.
Advanced	Switches to Advanced Filter mode, which allows users to manually enter an SQL filter.
Rename	Rename the filter currently selected in the Filter tab.
Save As	Save the current filter under a different name
Save	Save the current filter
Count Records	Returns a record count for the currently selected or created filter.
Go	Applies the currently selected or created filter to the record set. If no filter is set the entire record set is loaded.