Creating a new filter

You can create a filter of records by specifying one or more filter criteria. All filters are limited to the records that you have permission to access. Your security access determines the records and functions that you can access. Contact the administrator for any access rights changes.

  1. Access the list page of the required entity that must be filtered.
  2. Click New Filter from the Manage Filters menu.
  3. Click on the Additional Criteria tab in the Query view.
  4. Select a name from the list displayed, in the required field, by which you must filter the records.
  5. Select the operator in the required field.
    Possible values:
    • Like: Contains the word, starting with the word, or ending with the word based on the required field.
    • =: Equal to
    • >: Greater than
    • <: Less than
    • <>: Not equal to
    Note: If you select Like, perform one of the these actions:
    • Press an asterisk (*) in front of the value in the last field.
    • Press an asterisk (*) after the value in the last field.
    • Do not change the value in last field.
  6. Select an item from the list or specify a value to set the filter, in the field.
  7. Click Add to add multiple filter criteria.
  8. Select the OR Instead Of AND With Previous Clause check box to set the filter criteria.
  9. Review the Results table to view a list of the records that meet the filter criteria. To refresh the list, click Refresh.
  10. Click OK.
  11. Click Save Filter from the Manage Filters menu.
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