Filters
Form ID: (CS209010)
You use this form to create, edit, delete, and manage filters that are shared among all users of the system. Some inquiry or processing forms may display a great deal of information, making it difficult for users to find the data they generally need. For example, if a specific inquiry form displays transactions in a table on dozens of pages but users need to see only the most recent transactions, you can apply a default filter to the table that would display only transactions for the past three days. For more information, see Filtering and Sorting in MYOB Acumatica.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Make Filter Not Shared | Makes the selected filter available on the form it applies to for only the user who created it. This button appears when you select an existing filter or after you save a new filter. |
Summary Area
You can use this area to create a new filter or to select an existing filter to view or edit its details.
| Element | Description |
|---|---|
| Filter ID | The unique identifier of the filter. For a new filter, leave this box blank; once the filter is saved, the system will insert its name in this box as a ID. |
| Name | The name of the filter. For a new filter, enter a name that describes the type of data that is shown with this filter. |
| Screen ID | The form to which the filter will be applied. |
| View | The table on the form (selected in the Screen ID box) that the filter is to be applied to. Filters can be applied to the data in tables only. If the selected form has multiple tables, they will be displayed in a drop-down list in this box. |
| Is Default | A check box that you select to make the filter the default filter for the selected table. |
Table
This table contains the filter conditions. Conditions are created with respect to the data available on the form selected in the Summary area. A filter may contain multiple simple conditions or lines combined into one logical expression with brackets and logical operators (And and Or).
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Active | A check box that indicates (if selected) that the condition is active for the selected form and table on the form. |
| Brackets | A group of opening brackets to group logical conditions. |
| Property | The property associated with the system graph and particular table. |
| Condition | The logical operation to apply to the value of the selected
property. The following options are available:
The following conditions are obsolete and were reserved for compatibility with previous versions of MYOB Acumatica. We recommend that you use date-relative clauses instead of these conditions (for details, see Managing Advanced Filters).
|
| Value | The value you enter for the logical condition used to filter the
data, if the selected condition requires a value. The value you
enter must conform with the data type of the selected property. You
can enter or select a fixed value or one of the predefined
parameters. The predefined parameters are listed in Managing Advanced Filters. |
| Value2 | The second value for the logical condition, if the selected
logical condition requires a second value. (For example, the Is
Between logical condition requires a second value.) The
value you enter must conform with the data type of the selected
property. You can enter or select a fixed value or one of the
predefined parameters. The predefined parameters are listed in Managing Advanced Filters. |
| Brackets | A group of closing brackets to group logical conditions. |
| Operator | The logical operator to be used between groups of logical conditions. |