Finding a property name to use in a filter

Filters require you to specify a property name. If you do not know the underlying property names used on a form, here is the simplest way to find them:

  1. In SyteLine, open the form with filter-in-place.
  2. Specify the filter you want - for example, on the Customer Orders form, enter BJS in the Salesperson field - and then click the filter button on the toolbar. Only orders where the salesperson is set to BJS are displayed.
  3. Select Help > About this Form.
  4. In the About this Form dialog, find the User-Specified Filter - in our example, Slsman = ’BJS’.
  5. In Outlook, type the user-specified filter from Step 4 into the Form Filter field of the SyteLine Form Link dialog box in Outlook.