Screens can contain many records. Filtering limits what is shown so you can find specific data more quickly. When a filter is active, the Filter button is shown in green.
Apply a Filter
Click Filter.
In the filter overlay, define one or more filter rules.
Click Apply.
To close the overlay without applying changes, click Cancel.
Remove a Filter
Click Filter.
Click Clear.
Click Apply.
Quickly Filter to a Single Record
If a record is already visible on screen, click the filter icon to the left of that record. A filter is applied automatically so that only that record is shown.
Filter Behaviour by Attribute Type
The operators available depend on the type of attribute you are filtering.
Reference attributes (such as a lookup or related object) allow you to select a value from a drop-down list, filter using part of a name, or filter for values that do not include a given string.
Date attributes support date-specific comparisons, including filtering between two dates, finding records effective on a given date, and filtering before, after, or on a specific date.
Numeric attributes support numeric comparisons including greater than, less than, and between two values.
Filter Operators
The following operators are available, depending on the attribute type.
Operator | Description |
contains | Value contains the filter value. |
equals | Value exactly matches the filter value. |
does not equal | Value does not exactly match the filter value. |
does not contain | Value does not contain the filter value. |
matches pattern | Value matches a pattern using |
does not match pattern | Value does not match a pattern using |
starts with | Value begins with the filter value. |
ends with | Value ends with the filter value. |
is empty | Attribute has no value. |
is not empty | Attribute has any value. |
is on | Dates only. Date equals the filter value. |
is before | Dates only. Date is before the filter value. |
is on or before | Dates only. Date is on or before the filter value. |
is after | Dates only. Date is after the filter value. |
is on or after | Dates only. Date is on or after the filter value. |
is between | Dates and numbers only. Value falls between two filter values. |
effective on | Dates only. Returns the latest record prior to the specified date. |
is greater than | Numbers only. Value is greater than the filter value. |
is greater than or equal to | Numbers only. Value is greater than or equal to the filter value. |
less than | Numbers only. Value is less than the filter value. |
is less than or equal to | Numbers only. Value is less than or equal to the filter value. |
Text comparisons are case-insensitive except for matches pattern and does not match pattern, which are case-sensitive.
Persistent Filters
Persistent filters allow the same filter value to carry across multiple screens. They are useful when you are working across several screens that share a common attribute and you want to keep the same filter active without reapplying it each time.
A persistent filter applies to any screen where the attribute's Business Name and Type match those of the pinned filter. If a screen does not contain that attribute, the persistent filter is ignored.
Apply a Persistent Filter
Open the filter overlay.
Enter a filter value.
Activate the pin icon next to that filter.
Click Apply.
Persistent Filter Behaviour
Persistent filters apply across all browser tabs, though other open tabs must be refreshed before the filter takes effect there.
They apply to all instance within the same region, but not across different regions or browsers
They remain active until you remove them, clear your cookies, or the cookie expires (typically after 30 days).
If you unpin a persistent filter, other open tabs must be refreshed to reflect the change.
Interaction with Default Filters
If a screen has Default Filters configured, those take priority and any persistent filters are ignored for that screen.