Adding Filters

You can use the Add Filter window to add a new filter. Filters can be set to group records and filter records in list views and to configure dashboard widgets.

Note: The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?

To add a filter:

  1. Click Entity Manager on the Navigation Bar.
  2. Select the entity of the filter to be added. from the Entity Manager field.
  3. Click Add on the Filters tab in the lower pane.
  4. Select the In Dashboard? check box to expose the filter for dashboards. For more information about exposing entities, metrics and filters for dashboards, see Exposing an Entity for Dashboards.
  5. Specify the filter name displayed for the Infor CRM SLX Web Client in the Display field.
    Note: 
    • There can be no spaces or special characters in the filter name.
    • A metric and filter cannot have the same name.
  6. Click Type arrow and select from the list. Possible values:
    • 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 Fields arrow and select the required entity property to filter records. If required, click the plus sign to expand the list of fields.
    The available fields are based on the entity selected in step 2.
  8. Specify this information based on the filter type:
    • Character
      • Specify the number of characters that must match in the Character field. A value of 0 means that all characters must match.
    • Range
      Click Add and select the check box of the columns to display in the grid and clear the check boxes of the columns that 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
      • Select the check box of one or more operators to include in the lookup filter.
  9. Click OK.
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