Filtering

The purpose of filtering is to limit the amount of information that is displayed on user interface pages that show tables of data. The user interface has several methods for filtering the data records, or rows, that are displayed in the tables of data. The filtering methods available are:
Note: All of the user interface pages do not use the same filtering method.

Text only filtering

Text only filtering provides a single filter entry field, which is located to the upper right of the data table and contains the word filter when it is empty. It does not use any operators. Typing text in the filter entry field automatically filters the records displayed in the table on the page. The table displays only those records that match what has been typed in the filter box.

The value in the filter entry field is applied to the values in all of the columns in the data table and only those records that match the filter value are displayed. A record matches the filter when the entire filter value appears somewhere in at least one of the column values of the record. For example:
  • typing ank in the filter entry field would match records that have the value "Bank" in any of its columns. A record with a value of "handshake" does not match.
  • typing 12 in the filter entry field would match records that have the value 12 in any of its columns, such as an ID, an amount, or an address. For example, a record with an ID of 901234567 matches the filter. A record with an amount of 3412.50 also matches the filter. A record with an ID of 910234567 does not match.

To view all of the records for a page, clear the filter by removing the text from the filter entry field.

Single column operator filtering

This filtering method allows the user to filter only a single column on a page. The columns that are available for filtering depends on the specific page. There are basic string and numeric filtering operators available to configure how the selected column is filtered. The filtering fields are located to the upper left of the data table.

To filter a table of data, follow these steps:
  1. Use the filter menu field to select the column to be filtered
  2. Based on the column selected for filtering, the operator menu field displays a list of the filtering operators that are available for the column. Choose the appropriate operator.
  3. Once an operator is selected, a search term is required to complete the filter definition. Enter a search term for the column.
  4. After the filter specifications are selected, click Go to apply the filter.
    Note: The filter is not applied until the Go button is clicked.

To re-display all of the records for a page after it has been filtered, or if filtering is not required, select -- No Filter -- in the filter menu field and click Go.