Updating filter group settings

Name

Specify the name of the filter group when the filter group was created. You can also change the name of the filter in this field.

Form factor

The device where this filter group applies. This field shows the form factor selected when this filter group was created.

Main table

Select a table from the list. This is where the users end up when they double-click a result row from the filter. The fields in this table are also part of the available fields for subfilters.

Extra tables

Select from the list of tables. The fields in the extra tables are part of available fields for subfilters. These tables are available when creating filter criteria. To create a filter criteria for columns from more than one table, the additional tables must be added as Extra tables.

Child filter group ID

Select a filter group from the list. This filter group ID is used to drill down from the current filter to another filter.

Double click behavior

Select an action from the list. This field specifies the action to be taken when a user double-clicks on a row in a filter result. If LaunchLink is selected as double- click behavior, the Bookmark/Link field must be set.

Bookmark/Link

This field only becomes active if LaunchLink is selected as double-click behavior. Specify an M3 BE Mform bookmark, mashup or Web link.

Use SQL server paging

Select this option to limit the number of records returned. When this option is selected, the SQL query is altered, so the complete result is not returned. A part of the result is returned and the client can still get other parts in a later time. The rest of the results are displayed once the user scrolls down.

SELECT

Specify the columns that are searched or queried for.

If you set Use SQL server paging, use the AS clause when using operations such as string concatenation.

For example:

SELECT (FirstName + ' ' + LastName) AS Name
FROM CRMUser

If you are using fields with similar names but from different tables, include the table name and use AS, to avoid ambiguous column name errors.

For example:

SELECT QouteHeader.QuoteNumber AS QuoteNumHeader, QuoteLine.
QuoteNumber AS QuoteNumLine
FROM QuoteHeader, QuoteLine
ORDER BY QuoteHeader.QuoteNumber

FROM

Specify the tables used in the filter group. If you select an Extra table, you must include this table in the FROM statement.

WHERE

Specify the search query condition.

GROUP

Specify the column to be used for grouping data.

ORDER BY

Specify the way data is sorted. Use ASC for ascending or DES descending. ASC is the default sorting order.

If you are going to use the ORDER BY clause and Use SQL server paging is set, do not use the integer position of a field for sorting. Use the actual field name for sorting.

For example, this code is wrong:

SELECT FirstName, LastName, Department
FROM Contacts
ORDER BY 2

This is the correct code:

SELECT FirstName, LastName, Department
FROM Contacts
ORDER BY Department

Contact ID

Specify the column number for the contact ID. You can specify the column number by determining the order in which the column is displayed in the SELECT field of the SQL Query section. The first column is column 0, second column is column 1, and so on.

For example, if you have these in your SELECT field:

Project.ProjectID, Project.Name, Project.EndDATE,
Project.ProjectStatusCODE, Project.Done,
ProjectOwner.CRMUserID, relProjectContact.ContactID,
Contact.FirstName, Contact.Surname, ProjectDocument.
ProjectID

The value of contact ID should be the same as Project. ProjectID, then specify 0 as the column number, since Project.ProjectID is the first column specified in the SELECT field.

CRM user ID

Specify the column number for the CRM user ID. You can specify the column the number in the same way you determine the column number for Contact ID.

Account ID

Specify the column number for the Account ID. You can specify the column the number in the same way you determine the column number for Contact ID.

Primary key

Specify the column number for the primary key. You can specify the column the number the same way you specify the column number for Contact ID.

If you do not need to use any of the fields, specify -1 as the value of the field that is not used.

In this section, you define how information is presented by specifying column arrangement and what information are listed in each column.

Description

Specify the description for this column.

Index in SQL query

Specify the column number that is displayed under this column.

Card view index

Specify the order in which this column is displayed in card view. If this column is shown first, specify 0. If this column is hidden in card view, specify -1.

Column name

Specify the column heading.

Code group

Select the code group from the list.

Datatype

Specify the data type for this column.

Hidden

Select if this column should be hidden.

Child filter parameter

Specify the column that is used as parameter of the child filter.

Done check

Specify the order in which the Done indicator is displayed in list view. If this column should display first, specify 0. If this column should be hidden, specify -1.

CRM user ID

Specify the order in which the CRM user ID is displayed in list view. If this column should display first, specify 0. If this column should be hidden, specify -1.

Document indicator

Specify the order in which the Document indicator is displayed in list view. If this column should display first, specify 0. If this column should be hidden, specify -1.