Filter

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

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.

Lock and key icon 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).

up down arrows sorting records by column icon 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.

Lock and key icon 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.

  • Select Filter tool icon in the Toolbar. A pop-up similar to the following opens:

  • Select the desired filter from the list.
  • Select Run. The system loads the filter and displays those records in the grid.
  • Open Filter tool icon .

  • Select Add New or Build a Filter. The New Module Filter window appears:

  • Select the to begin building a filter. The following pop-up appears:

    • Select Advanced at the bottom of the screen to create an advanced filter.

  • Select in the orange field to select from available DisplayName and FieldName combinations.
  • Select the on the following line to add additional filter criteria as desired. Repeat as necessary.

  • To save the filter, select Save As. The following pop-up appears:

  • Enter a name for the filter. Select Save.
  • To run the filter, select it in the Filters grid and select Run.
  • Open Filter tool icon .
  • Select a filter from the list.

  • Select Edit Filter. The Filter Editor window opens.

    • Basic filters appear in the Basic Filter views.

    • Advanced Filters appear in the Advanced Filter view:

  • Edit the filter as desired.
  • Select Save, Save As, or Run.

Lock and key icon This is the copy process that users without the Lucity App Admin permission should follow.

  • Open Filter tool icon.
  • Select a filter from the list.

  • Select Copy. The following pop-up appears:

  • Select Yes. The original filter is copied to the user's filters list.

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

  • Open Filter tool icon .
  • Select a filter from the list.

  • Select Copy. The following pop-up appears with a list of users:

  • Select one or more users to assign the filter to.

  • Select Copy Selected. The following pop-up appears:

  • Select OK. The filter now appears in each user's personal list of filters.
  • Open Filter tool icon .
  • Select the desired filter.

  • Select Count. The following pop-up appears:

  • Select OK to close the pop-up.
  • Open Filter tool icon .
  • Select the desired filter from the list.

  • Select Delete. The following prompt appears:

  • Select OK to delete the filter.
  • Open Filter tool icon .
  • Select a filter from the list.

  • Select Rename. The following pop-up appears:

  • Enter the desired name in the New Name field.
  • Select Save. The new filter name appears in the filters list.