Adding a filter to a table definition

Note: Not all tables can have filters. Filters are not allowed for these tables:
  • Core.HansenEvent
  • All tables in the Core.AccessControl family
  • All tables in the Core.License family
  • All tables in the Core.RoleBasedFilters family
  • All tables in the MetaData family
  1. Select System > Agency Personalization > Schema Manager.
  2. Browse to the Filters node for the table definition that you want to add the filter to.
  3. Click Add above the Filters grid.
  4. Specify a name for the filter in the Name field.
  5. Specify a description of the filter in the Description field.
  6. Enter the SQL statement that defines the filter in the Definition field.
    The codes listed under the Definition field define which table elements can be used to create a filter. @T is the table you want the filter applied to; @USRID is the user ID for the user the filter applies to; and @EMPID is the ID for the employees the filter applies to.
  7. Add the roles this filter applies to.
    1. Under Roles, click Add above the grid.
    2. In the Role Information tree, browse to the role that you want to add to the filter.
    3. Click the correct role node and click OK. Infor Public Sector adds the role to the filter and shows it in the grid.
    4. Repeat these steps to add additional roles to the filter.
  8. Click Save.
  9. When you're finished adding filters, click the Refresh the role based filter cache button in the Schema Manager's toolbar.
    This applies the filters that you just created. If you don't click Refresh the role based filter cache, you must sign out of Infor Public Sector and then sign back in before the filters are applied.