Filter Settings


Recommended video: Creating Views & Filters

A filter is a predefined set of one or more logical rules which is applied to a certain view when displaying a record list. Every view can have its own associated filter.
By creating filters ;



How to Open Filter Settings of a View

For Public Views: While you are displaying a record list window; click "Views" from main menu, click "Public Views", select the view you wish to create a filter for, click "Apply Filter".

For User Views: While you are displaying a record list window, select the view you wish to create a filter from view selection box. Click "View" from main menu, move your mouse to "Customize Current View", click "Filter Settings". (If the menu command is not available, you have probably selected a view of public type)

Add New Filter Criteria

Select a field to use as filter criteria from the drop down list box which is highlighted with yellow,
Select a logical rule from the next list box.
Type or select a value if applicable in the third box.
Click "Save & Close" button to save and activate the filter. If you reload the view you assigned filter for, your criteria will immediately be applied to the record list and only records which conform to filter rules are displayed.

Note: If you select a field of type relationship, SpeedBase inserts an extra field list box which displays the fields of related catalog.

Selecting Criteria Lines

If you are modifying a filter containing one or more criterias, you may need to select criterias to take some action with it. Click to the empty space on right side of the criteria. This will highlight the criteria with a surraunding yellow rectangle.

Joining Filter Criterias With Logical Operators

You may create a more complex filters, by joining the criteria lines with logical operators. You may even take a joined criteria set and join it with another operator.
To join an existing criteria line with a new one, select the criteria first. Click "Insert Operator" button. SpeedBase will join the criteria with a new empty criteria under "AND" / "OR" logical operator. You may invert the operator by clicking the "Invert" button.
If you need to add another criteria under an existing operator, click the operator button first to select it and click "Insert Filter Item" button.

You may repeat the same process to create even more complex filters.

The following filter setting lists the records whose status is active and also whose service type is either Consultancy, or Support or Advertisement.


Deleting Criterias and Logical Operators

Select the criteria or logical operator first you wish to delete. If you delete logical operators, all other sub items, i.e. criterias and other logical operators under it will also be deleted.

Buttons in Filter Settings Window and their Functions

Insert Operator: Creates a logical operator which contains the selected criteria.
Insert Filter Item: Add a new criteria line under the selected logical operator
Clean Up: Automatically cleans up the logically non-functional items, you may need it after a delete.
Invert: Inverts all the logical operators
Revert: Discards all changes you have made and reloads the criterias to the last saved version.
Save & Close: Saves changes and exits.
Cancel & Exit: Discards all changes, if you were about to create a new filter, no filter is created. If you have opened an existing filter to modify, no changes are saved.
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