Setting up Optional Filters

  1. Perform one of these steps:
    • In the Windows client, open the form that you want to modify, then go into Design Mode.
    • In the web client, launch the Web Designer, then open the form that you want to modify.
  2. Click the ellipsis (...) right beside Permanent Filter Expression property.
  3. In the Edit Optional Filter dialog box, click New.
  4. Specify this information:
    Property Name
    Select the property to filter.
    Operator
    Select the comparison operator to use in the filter.
    Value Type
    Specify the value type, select Variable Value or Component Value.
    Value
    Select the variable name or component name to use as the source of the value.
    End of Day
    Select this option to evaluate the date value at the end of the day.
    Note: This option is only visible when the target property is a date data type.
  5. Click OK.