Advanced filtering for trims

The Advanced Filter feature is displayed automatically in the Trim action pane.

The Filter function only works for fields of the Generic Lookup type. Fields such as Text, Date, Numbers, and others are not supported. In these cases, we recommend using the advanced filter feature instead.

Considerations for Advanced Filter - Trims:
  • The created or existing advanced filters in the Trim library are automatically available in the action panes. You can only create or modify the search conditions of the advanced filters from the library and not in the action panes. In instances where the column exists in the Trim list page but not in the action pane, the filter still works as expected but the column values in the pane are not viewable.

  • You can modify the search values of the advanced filter from the action pane but not the search conditions.

  • You can include or exclude search conditions before executing the filter. At least one search condition is required to execute a filter.

  • The application always remembers the last selected advanced filter. When the action pane is opened, the records matching the last selected filter condition is automatically displayed in the grid.

  • Currently, the option to select the include or exclude rows is only available in the Trim action pane advanced filter.
  1. On the grid page, click the Advanced Filter icon.
  2. Select a filter from the list.
  3. To add a filter, click Add New Row.
  4. Select the new filter to show Details and Criteria.
  5. Specify this information:
    Name
    Specify a name for the filter.
    Active
    Select the check box to make the filter active.
    Match
    Select Any or All to specify whether or not advanced filter must match any or all of the defined Criteria rules.
  6. Additionally, to define Criteria rules, click Add New Row.
  7. Specify this information:
    Search Field
    Select a search field attribute.

    You must select an input on this field to proceed with the next rule fields.

    Condition
    Select a value condition.
    Search Value
    Specify a defined value for comparison.
  8. Select from the defined criteria filters to include in the added Advanced Filter row.
  9. Optionally, click Multi-Select to select multipe Advanced Filter rows.
  10. Click Save (Alt + S) or Save and Close (Alt + V).