Knowledge Base

How do I filter records?

18 views April 10, 2016 Andrew Gay 0

grid_search_example

Every grid page contains additional options to further filter the information displayed.

Each filter supplies multiple advanced features that allow the user to apply filters across the entire collection of records.

 

 

 

grid_search_dropdown_string_example

The most common form of filtering can be applied to regular sequences of characters, numbers, or letters.

 

Contagrid_search_contains_string_exampleins will only receives results for values that contain the same characters

 

 

 

 

Does not contain receives the opposing results of contain by excluding entries with the same character combination anywhere in the entry.

 

Startgrid_search_starts_with_string_examples with begins the filter only from the beginning of the value.

 

grid_search_ends_with_string_example

            Ends with compares the values with the ending characters from the entry.

 

 

 

grid_search_equals_string_example

Equal only contains results that are identical to the value supplied by the user.

 

 

Does not equal completely excludes any results that is identical to the value supplied by the user.

Reset will completely remove the filter and default to Contains.


A different set of filters apply for dates; Equals, Does not equal, Less than, Greater than, Less than or equal to, Greater than or equal to, Between, and Reset.

grid_search_date_examplegrid_search_date_example

 

Equal only contains results that are identical to the date provided by the user.

grid_search_grid_contains_example

 

grid_search_grid_does_not_contains_example

 

Does not equal completely excludes any results that is identical to the date provided.

 

grid_search_grid_less_than_example

Less than only will show results that are less than the date provided.

 

grid_search_grid_greater_than_example

       Greater than only will show results that are greater than the date provided.

 

 

grid_search_grid_less_than_or_equal_example

 

Less than or equal to shows results that are less than or equal to the date provided.

 

Greater than or equal to filters the results displaying only dates that are grid_search_grid_greater_than_or_equal_examplegreater than or equal to the date provided

 

grid_search_grid_between_example

 

Between filters the results to only display dates that are between two values

 

 


grid_search_status_examplegrid_search_state_example

 

There are a few other filters such as by status and state. These filters allow the user to select from a drop down to further filter the grid results. The options in the drop-down menu depends on the current record and field.

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