Filter

Filters help you narrow down the number of records you see based on certain criteria. The Filter tool

enables users to create and apply filters.

Note: While the Filter tool may allow you to filter parent records based on attributes of their child records, the tool only filters the primary (parent) grid. If you want to filter records in a child grid, you must 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 knowledge of SQL and the Lucity database structure.

Click the Filter tool in the Toolbar. A pop-up similar to the following opens:
Select the desired filter from the list.
Click Run. The system loads the filter and displays those records in the grid.

Open the Filter tool.
Select Add New or Build a Filter. The New Module Filter window appears:
Click the to begin building a filter. The following pop-up appears:
- Click Advanced at the bottom of the screen to create an advanced filter. More information about creating a filter >>
Click in the orange field to select from available DisplayName and FieldName combinations.
Click the on the following line to add additional filter criteria as desired. Repeat as necessary.
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.

Open the Filter tool .
Select a filter from the list.
Click Edit Filter. 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.

Open the Filter tool.
Select a filter from the list.
Click Copy. 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.

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

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

Open the Filter tool .
Select the desired filter from the list.
Click Delete. The following prompt appears:
Click OK to delete the filter.

Open the Filter tool .
Select a filter from the list.
Click Rename. The following pop-up appears:
Enter the desired name in the New Name field.
Click Save. The new filter name appears in the filters list.

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.