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.

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. Select Actions > Filter > By Query.
  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 Actions > Filter > 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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