To Save a Filter for Future Use

You can save a filter for later use on the processing or inquiry form to which it will be applied, as described in this topic.

To Save a Filter on a Generic Inquiry Form (Quick Filter)

  1. Open the generic inquiry form you want to add a filter to.
  2. Set up a filter on table columns, as described in To Set Up a Filter on Table Columns.
  3. In the filtering area above the table, click Save or ... > Save As.
  4. In the dialog box that opens, in the Filter Name box, type the name of the filter. This name will be used as the name of the tab with the filtered records on the inquiry form.
  5. If you want to share this filter with other users, select the Shared Filter check box.
    Note: For more information, see Advanced Filters: General Information.
  6. Click OK to save the filter. A tab with the filtered records appears on the form.

To Save a Filter as Pivot Table of a Generic Inquiry Form

  1. Open the generic inquiry form you want to add a filter to.
  2. In the filtering area above the table, click ... > Save As Pivot.
  3. In the dialog box that opens, in the Filter Name box, type the name. This name will be used as the name of the tab with the pivot table on the inquiry form.
  4. If you want to share this pivot with other users, select the Shared Filter check box.
    Note: For more information, see Pivot Tables: Creation of a Pivot Table on a Filter Tab.
  5. Click OK to save the pivot table. A pivot table tab is opened, allowing to make edits.
  6. Set up the pivot table, as described in Pivot Tables: To Create a Pivot Table on a Filter Tab.
  7. In the filtering area above the table, click Edit pivot table icon. The changes are saved and the resulting pivot table is opened.
    Note: Click Edit pivot table again if you need to make more edits in the pivot table.

To Save an Advanced Filter

  1. Open the processing or inquiry form you want to add a filter to.
  2. On the table toolbar, click Filter Settings () to open the Filter Settings dialog box.
  3. If an existing filter is selected, click New (bottom left of the dialog box) to add a new filter.
  4. Specify the filter clauses as follows:
    1. On the table toolbar, click Add Row to add a new clause.
    2. Specify the property, condition, and applicable value or values of the new clause.

      For more information about filter clauses, see Advanced Filters: General Information.

    3. Repeat the two previous substeps for each clause you want to add.
    4. If required, add brackets and use operators to join the clauses.
  5. If you want to use this filter as the default filter for the current form, select the Default check box.
  6. If you want to share this filter with other users, select the Shared check box.
  7. To save the filter for future use, do the following:
    1. At the bottom left of the dialog box, click Save.
    2. In the Enter the filter name here dialog box, which opens, type the name of the new filter.
    3. Click OK to close the Enter the filter name here dialog box and return to the Filter Settings dialog box, where the name you typed is in the unlabeled box (top right).
  8. Click Apply to close the dialog box and apply the filter.