Modifying filter group settings

Name

Specify the name of the filter group that was given 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 that was selected when this filter group was created. You can change the form factor here.

Main table

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

Extra tables

Select the extra tables from the list. The fields in the extra tables are going to be part of the available fields for sub filters. These tables are available when creating filter criteria. You can create filter criteria for columns from more than one table but 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 for drill down from the current filter to another filter.

Double click behavior

Select from the list. The value of this field determines 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 filed 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,and the complete result is not returned. Only a part of the result is returned and the client can later get other parts. The rest of the results are displayed once the user scrolls down.

SELECT

Specify the columns you 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 same names but from different tables, include the table name and use AS, so 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 have chosen 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 are sorted. Use ascending (ASC) or descending (DES). The default sorting order is ASC.

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

For example, this code is incorrect:

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 determine the column number by determining the order in which the column shows in your SELECT field in the SQL Query section. The first column is column 0, second column is column 1, and so on.

For example, if you have this code in the SELECT field:

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

And you can make the value of contact ID to 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 determine 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 determine 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 determine the column the number in the same way you determine the column number for Contact ID.

If you do not require to use any of the fields, specify -1 as the value of the field to use.

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 to display under this column.

Card view index

Specify the order in which this column is displayed in card view (Smart Office client only). If this column shows first, specify 0. If you must hide this column 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 to use as parameter of the child filter.

Done check

Specify the order in which the Done indicator is displayed in list view. If this column shows first, specify 0. If you must hide this column, specify -1.

CRM user ID

Specify the order in which the CRM user ID is displayed in list view. If this column shows first, specify 0. If you must hide this column, specify -1.

Document indicator

Specify the order in which the Document indicator is displayed in list view. If this column shows first, specify 0. If you must hide this column, specify -1.