Difference between revisions of "HowTo:Filter a View to Restrict the Records it Displays"
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Filtering the view lets you select records that have values in specific fields. It also lets you specify a combination of conditions, so for example you see only those records with value "A" in the first field, and value "X" in the second. | <noinclude> | ||
{{Orientation|Users|Intermediate|5}} | |||
</noinclude>Filtering the view lets you select records that have values in specific fields. It also lets you specify a combination of conditions, so for example you see only those records with value "A" in the first field, and value "X" in the second. | |||
== | ===Filter Records Alphabetically=== | ||
When you sort a list view on an alphabetic field, an alphabetic filter appears at the top of the window: | |||
:[[File:FilterAlphabetic.png]] | |||
==Permanently Change the View== | Clicking a letter in that filter restricts the view to records with field values starting with that letter. | ||
===Make a Temporary Filter=== | |||
When you click the double down arrow [[File:DoubleDownIcon.png]] next to the Search Bar: | |||
:[[File:FilterSelectorIcon.png]] | |||
The filter area appears: | |||
:[[File:FilterSpecifier.png]] | |||
:(The double down arrow changes to a double up arrow.) | |||
You can then: | |||
:* Set up selection criteria by specifying a field, a comparison operator, and a value to compare to. | |||
:* Click '''[+ Add More]''' to add additional criteria. | |||
:* Click the '''X''' icon to delete criteria. | |||
:* Click ''Customize this Filter'' to access all of the filtering and coloring options that are available in the [[Views#View Settings|View Settings]] when editing a View. | |||
:* Click '''[Apply Filter]''' to select the records that appear in the view. | |||
===Permanently Change the View=== | |||
# Click the Wrench Icon [[File:WrenchIcon.png]] next to the View Indicator: | |||
#:[[File:ViewIndicator.png]] | |||
# Choose an option: | |||
#* '''Edit this View -''' To make a permanent change to the current view. | |||
#* '''New View -''' To create an entirely new view, leaving this one unchanged. | |||
''Learn more:'' [[Views#Managing Views|Managing Views]] |
Latest revision as of 19:54, 31 January 2012
For: Users See more: |
Filtering the view lets you select records that have values in specific fields. It also lets you specify a combination of conditions, so for example you see only those records with value "A" in the first field, and value "X" in the second.
Filter Records Alphabetically
When you sort a list view on an alphabetic field, an alphabetic filter appears at the top of the window:
Clicking a letter in that filter restricts the view to records with field values starting with that letter.
Make a Temporary Filter
When you click the double down arrow next to the Search Bar:
The filter area appears:
You can then:
- Set up selection criteria by specifying a field, a comparison operator, and a value to compare to.
- Click [+ Add More] to add additional criteria.
- Click the X icon to delete criteria.
- Click Customize this Filter to access all of the filtering and coloring options that are available in the View Settings when editing a View.
- Click [Apply Filter] to select the records that appear in the view.
Permanently Change the View
- Click the Wrench Icon next to the View Indicator:
- Choose an option:
- Edit this View - To make a permanent change to the current view.
- New View - To create an entirely new view, leaving this one unchanged.
Learn more: Managing Views