Adding a filter

  1. Select System > Agency Personalization > Filter Code Setup.
  2. Right-click the Infor Business Objects node or the Agency Business Objects node and select Create Filter.
  3. Specify this information:
    Filter Name
    Specify a name for the filter.
    Note: If you leave this field blank, a name will be assigned automatically based on the condition property and the target property. For example, if the condition is Request Type and the target is Resolution, then the name of the filter will be RequestType - Resolution.
    Business Object Moniker
    Specify the moniker of the business object that the filter is based on. You can use the popup to locate the correct object. The Basic tab of the Filter Business Object popup lists some of the most commonly used objects. You can use the Advanced tab to select from a complete list of business objects.
    UI Only
    Select this check box if the filter only affects the Infor Public Sector user interface. The filter will not apply at the business object level, such as in Web Services or Rest Services.
    CONDITION
    Select Property or Formula. If you select Property, you must also specify the condition property that the filter will use to filter the target property. If you select Formula, you will enter a formula when you define a filter group.
    TARGET
    Specify the property that the condition applies to. This is the property whose values will be filtered.
    Note: You can only define one filter for each target property.
  4. Click Save.