Creating and Saving Filters

If you frequently use the same search criteria to retrieve a collection of records, you can create and save a filter that specifies the criteria. You can then use the filter to retrieve the collection without having to re-specify the criteria each time. Query forms are embedded within the main form, but may also be opened standalone.

Note:  You can save a search filter only from a query form. To create and save a filter:
  1. Open the form that you frequently use for a query.
  2. If the form is in Filter-in-Place mode, select Actions menu > Filter > Cancel in Place  to cancel the mode or Execute in Place to execute the filter.
  3. To view the standalone query form, select Actions > Filter > By Query. To view the embedded query form, select the New Filter arrow beneath the Filter field.
  4. In the query form, enter your primary criteria and additional criteria.
    See Primary Criteria in Query Forms and Additional Criteria in Query Forms
  5. Select Save.
  6. Specify a name for the filter.
  7. Click OK.

You can also create a filter by copying an existing filter, editing it, and then saving it with a new name. See Copying and Editing Filters.

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