Filter Screen Conditions

This feature allows you create and maintain conditions which are applied to the opening data on nominated screens

Entry and Display fields

Condition Name: Enter a name for the Condition Filter.  This name will appear on the Filter Toolbar in the screen where it is used

Screen: From the drop-down list select the screen to which this Filter will apply. The Options are:

Filter Condition: Clicking on this field will bring up the Query Builder Screen.   In this screen you can construct the Query relating to the screen to which the Filter will apply.  This can either be via the Tables and Fields panels or keyed directly into the 'Query' field.  For example:  If the filter is to be used in Screen 'Sales Orders' then the Query could beORDERSTATUS = 'Quote'

Specific User: If this Filter Condition is to apply to a specific user then 'check' this checkbox and select the User in the next field.   If this is not checked then this Condition will apply to all Users

User: From the drop-down list select the User to which this Filter Condition applies.  If this is left blank then this Condition will apply to all Users

Buttons

Close: This will close the Filter Screen Conditions screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Filter Screen Condition record.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Filter Screen Conditions record.