Filtering data using the filter form

To specify the conditions which the data must meet, use the filter form. You can define filters and save them for later use.

  1. Open the form to which you want to apply a filter.
  2. Click Filter.
  3. Make your choice in the Filters field:
  4. Click Filter and select Add condition.
  5. Then choose the field to which you want the condition to apply, and specify the condition, for example 'Town/city equals New York'.
  6. To add another condition, click Click here to add a condition.

    Choose 'AND' if the data must meet all conditions. Choose 'OR' if the data should meet at least one condition, for example if you are looking for customers from New York or Chicago: 'Town/city equals New York' OR 'Town/city equals Chicago'.

    To use a combination of mandatory and optional conditions, click Filter and select Add group. For example, to search for customers in New York or Chicago who have a salesperson called Johnson, type the following: 'Town/city equals New York' OR 'Town/city equals Chicago' AND 'Salesperson equals 0026' (where '0026' is the employee number of salesperson Johnson).

  7. To delete a line, click Picklist filter and select Delete row.
  8. To save the definition, click Save (CTRL+S) and provide a name for the definition.

Tip: Open the View menu and select Show filter box to display the active filter on the status bar: Status bar filter

Example

Filter