Setting up a DataView Actions filter

You can build a filter to use on a DataView action.

  1. Open the DataView Actions Setup form and select the DataView you want to filter for.
  2. Click Additional Filter(s).
  3. In the DataView Actions Filter Setup form, select the property of the IDO to be evaluated.
    For an Action Type of Run DataView, this is the primary collection of the predefined DataView. For a Action Type of Run Form, this is the primary collection on the target form.

    If this form is launched from the DataView Actions Setup form with a Run Form action type selected, the Property Name drop-down list shows all bound and derived properties in the IDO, not just those that are bound to the form.

  4. Select the operation.
    If you select IS NULL or IS NOT NULL, do not specify anything in the Comparison field and value.
  5. Select the comparison type:
    • Literal: The property is compared to a specified value.
    • Target DataView Property: Use this IDO property from the target DataView (the DataView that will be opened by the action) to filter the DataView that is opened.

      For example, if the action opens a Customer Order Lines DataView, this filter might show only unfilled order lines, where QtyOrdered > QtyShipped.

    • Source DataView Property: Use this IDO property from the source DataView (where the user right-clicked) to filter the form or DataView that is opened by the action.

      For example, if the user right-clicks on a customer number and selects an Action menu option that opens the Customer Orders form, the additional filter created here might include the Ship To (CustSeq) property as part of the filter, like this: CustSeq=FP(CustSeq).

  6. If you selected Literal, provide a comparison value.
  7. To translate the information from the fields into filter syntax and show the filter expression in the editor box, click Add.
  8. Click OK to save changes.
Note: 
  • To clear the contents of the editor box, click Remove.
  • For complex comparison logic, it might be necessary to manually edit the text in the editor box to add parentheses around or and and statements, to ensure that the filter is evaluated properly.
  • To better understand how filters can be used, look at the Vendor-level DataViews that are provided as part of the application.
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