Adding Filters

Use the Add Filter view to add a new filter. Filters are used to group records and can be used to filter records in list views and to configure Dashboard widgets.

Note: The system administrator and users with the appropriate role can access these features.

To add a filter:

  1. On the Navigation Bar, click Entity Manager.
  2. From the Entity Manager field, select the entity of the filter to be added.
  3. On the Filters tab in the lower pane, click (Add).
  4. In the Filter Name field, specify a unique and descriptive name for the filter.
    There can be no spaces or special characters in the Filter Name.
    Note: A metric and filter cannot have the same name.
  5. In the Display Name field, specify the filter name you want to be displayed in the Infor CloudSuite CRM Web Client.
  6. Click the Type drop down arrow and select from the list. Options are:
    • Distinct: A filter with distinct data values
    • Range: A filter with an alphanumeric range.
    • Lookup: A filter with one or more operators such as Contains and a string value.
  7. Click the Fields drop down arrow and select the entity property you want to filter records. If necessary, click the plus sign to expand the list of fields.
    The available fields depend on the entity selected in step 2.
  8. Depending on the filter type, complete the remaining information.
    • Distinct
      Character
      • In the Character field, specify the number of characters that must match. A value of 0 means that all characters must match.
    • Range
      Click and select the check box of the columns you want to appear in the grid and clear the check boxes of the columns you want to hide in the grid. When finished, move your mouse cursor off of the menu and click to close the menu.
      1. Click (Add). To remove a range, select the range value in the Range grid, click (Remove), and then click OK.
      2. Double-click in the grid for each column and specify a Range Name, Display Name, Lower value, and Upper value to define the range.
      3. Repeat steps 8a-8b to define any additional ranges.
    • User Lookup
      • In the list, select the check box of one or more operators to include in the lookup filter.
  9. Click Save.
Parent topic: Using the Entity Manager
Related topics