Finding Records with Filter-in-Place

When you activate Filter-in-Place, any collection currently associated with the form is cleared and fields on the form become blank. You can then specify filter criteria in one or more fields and retrieve a collection of records that meet those criteria.

If a previous search has already been done, any fields that were used as search criteria can still have the search criteria in them. To clear the form of all search criteria, select Actions menu > Filter > Clear in Place.

To find records with Filter-in-Place:

Open a form that is used to retrieve records.
Activate Filter-in-Place mode. Select Actions > Filter > Begin in Place.
Specify a value in one or more fields to specify criteria for the records you want to retrieve.

See About filter options.
Perform Filter-in-Place. Select Actions > Filter > Execute in Place.

The system displays all available records that match the filter criteria you designated. The number of records retrieved is limited to the current cap on data records.

See About Caps.
Optionally, to view the next set of records (beyond the record cap), click Get more rows in the current collection.

If no records meet the criteria, the system automatically places the form in "new" mode. You can create a new record as you would after selecting Actions > New, or you can repeat this procedure with different filter criteria. If you repeat the procedure, your previous filter criteria are initially specified in the fields. You can adjust them, or you can remove all of them. To remove all of them, select Actions > Filter > Clear in Place.