Create date filter

The Create date filter in the list page and action panes toolbar minimizes the records that are loaded in the grid at any given time. This filter makes the search response time quicker.

The application is using only a single component for the document library module and the action panes in different modules that call the document library records. For this reason, the set value in the create date filter are the same for all.

Guidelines in using the create date filter
  • In the toolbar, a spin box is added. When you hover on the box, a tooltip is displayed which explains its behavior. The filter retrieves records with create date equal to today’s date and number of days in the past, which is based on the value you have entered in the box.

  • User may specify the number in the box and click Enter to trigger the filter. User can also use the plus or minus buttons to increase or decrease the filter range, then click Enter again to trigger the filter.

  • The value that can be specified in the box could be between 0 to 1500+.

  • Entering zero would mean the system will retrieve all records dated today.

  • Entering one would mean the system will retrieve all records dated today and yesterday.

  • The maximum value that can be specified is dynamic because the value increments daily. The maximum value is calculated based on today’s date minus the date the IPLMF application is launched into production. The current maximum value is 1539, which means that a user could retrieve records of 4+ years in the past. The system will always default to the maximum value when users enter a number that is greater than the maximum value.

Note: Loading all available records in the past would slower the loading and searching of data in the list page and action panes.
  • All grid features like Filter, Group By, Sort By, etc. will only apply to the available records in the grid.

  • The application will always remember the value entered in the box even if the module or action panes are reopened or, the page or browser is refreshed.

The create date filter applies to all Infor Document Management (IDM) document types available for the user role.