Filter

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

enables users to create and load filters.

Note: While the filter tool may allow you to filter on attributes of child records it is only filtering the primary grid. If you want to filter down records in a child grid you will need to use the column filters in that grid.

Each filter lists the person who created it, the name of the filter, and whether the filter is Basic (True) or Advanced (False). Basic filters are created with the Lucity Build A Filter and can be produced by most users. Advanced filters are written as SQL statements, and therefore require knowlege of SQL and the Lucity database structure.

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

Click the Add New button. The New Module Filter window appears:
Click the + button to begin building a filter or click Advanced at the bottom of the screen to create an advanced filter. More information about creating a filter >>
To save the filter, click Save As. The following pop-up appears:
Enter a name for the filter. Click Save.
To run the filter, select it in the Filters grid and click Run.

Select a filter from the list.
Click the Edit Filter button. The Filter Editor window opens.
- Basic filters appear in the Basic Filter view.
- Advanced Filters appear in the Advanced Filter view.
Edit the filter as desired.
Click Save, Save As, or Run.

This is the copy process that users without the Lucity App Admin permission should follow.

Select a filter from the list.
Click the Copy button. The following pop-up appears:
Click Yes. The original filter is copied to the user's filters list.

The following process lets administrators with the Lucity App Admin permission copy a filter to multiple users.

Select a filter from the list.
Click the Copy button. The following pop-up appears:
Select one or more users to whom to assign the filter.
Click Copy Selected. The following pop-up appears:
Click OK. The filter now appears in each user's personal list of filters.

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 button. The following prompt appears:
Click Yes to delete the filter.

Click the Enter Edit Mode button at the top left of the Filters grid. The grid becomes editable.
Change the name of the filter you wish to edit.
Click the Save Changes button.

Applied Filter	Displays the name of the filter currently applied to the module. If the filter has yet to be saved, it will say "New Module Filter."
Edit Current Filter	Opens the Applied Filter in edit mode.
Enter Edit Mode	Opens the Filters grid in edit mode, which enables a user to edit the filter names. Users that do not have the Filter/Browse - Edit Others permission can only edit the names of filters that they created.
Filters grid	Lists the filters created and saved in this module. Each record lists the name of the filter, the person who created it, and whether the filter is Basic (True) or Advanced (False). Click on a column header to sort the records. This icon indicates the column by which the data is sorted.
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.
Add New	Opens a blank Filters Editor screen.
Edit a Filter	Opens the currently selected filter in the Edit screen and lets the user modify the filter.
Copy Filter	Provides a way to duplicate a filter. If the user has the Lucity App Admin permission, this tool allows him or her to copy a filter to multiple users.
Count	Provides a pop-up that shows the number of records the selected filter will load.
Delete a Filter	Deletes the selected filter.