Searching and Filtering List Views

You can search and filter data on list views by using the Quick Search and Selected Filter options at the top of the view. You can also configure custom, reusable filters. To configure custom filters and advanced filter options at design time, see the List View Settings topic.

When you have a list view open, click the Selected Filter drop down to specify a filter. You can configure a custom filter at runtime and design time.

Click the Configure a new filter icon to configure a filter.

The Configure User Filters page contains a list of added filters. You can add, edit, remove and set a filter as default. Click Add to add a new filter.

The Configure User Filters page shows.

Feature Description
Add Adds a new line for you to apply a filter
Remove Removes a filter line
Remove All Removes all the filter lines
Advanced See the Advanced Filter Options section below
Field The SmartObject field to use in the filter
Operator Operator to be used in the filter
Value Value to be used in the filter. Type a value or drag and drop a value from the context browser

In this example, create a filter to only show stock supplied by A Food Shop. On the Configure User Filters page, type A Food Shop in the Name field. On the Filter tab, click Add to add a row in the Available Filter Mappings section. Select the Supplier field and leave the Operator as Equals. Type A Food Shop in the Value field. Click OK to add the A Food Shop filter.

The fields you see in the Available Filter Mappings represent all columns in this example view, and includes both visible and hidden columns. You can also set the added filter as the default filter that gets applied when you open the view.

From the Select Filter menu, select the A Food Shop filter to show only A Food Shop stock items.

In this example, create a filter to sort the stock items in an ascending sort order. On the Configure User Filters page, click Add and type Sort Product A - Z in the Name field. On the Sort tab, click Add to add a row in the Available Sort Mappings section. Select the Stock Name field and leave the Sort Order as Ascending. Click OK to add the Sort Product A - Z filter.

From the Select Filter menu, select the sort Product A - Z filter to show sorted stock items.

Click Advanced on the Configure Filter Options page to open the Advanced Filter Configuration page. Here you can add and configure expressions for the filter.

The Advance Filter Configuration page shows.

Feature Description
Conditions

You can specify conditions containing a value on the left, an operator, and a value on the right. You can type a value or use the context browser to drop a field. As you add conditions, they are listed and given a number on the left. You can use this number to build or edit your expression using the Expressions section. To remove a condition, select the entire condition and click Remove. The following operators are available:

  • Equals or Not Equals
  • Greater Than or Less Than
  • Greater Than Equals or Less Than Equals
  • Contains
  • Starts With or Ends With
  • Is Empty or Is Not Empty

For more information about building expressions see Expression Builder.
Expressions Combines the conditions using logical operators such as And and Or. You can:
  • edit the logical operators by clicking on the down arrow.
  • change the order of the conditions by clicking on the down arrow next to the number and select another condition.
  • add brackets by clicking on the white spaces between each condition to group conditions as shown in the image above. If you do not apply brackets, the Or and And operators have the same precedence. By applying brackets, you can control the order of execution.
Make sure that your expression is valid when you change items such as condition order, logical operators, and brackets. The expression pattern is validated for items such as missing brackets, but not the validity of the expression itself.
Preview Shows the expression in preview mode

In this example, create an advance filter to show apples and stock with 20 or less remaining items. On the Configure User Filters page, type 20 or less OR Apples in the Name field and click Advanced. Click Add to add a row in the Conditions section. From the Context Browser, expand the SmartObject and drag Remaining Stock into the Left field. From the menu, select Less Than Equals as the Operator. Type 20 in the Right field. Click Add to add another row and configure the Stock Name equals to Apples. In the Expression section, select OR from the menu. Click OK to add the filter.

From the Select Filter menu, select the 20 or less OR Apples filter to filter the list to show apples and stock with 20 or less remaining items.

Quick Search is available on list views. The All fields item represents all visible columns on the view. Specify your search criteria and click Refresh.

Click on the drop down next to All fields to view the available search fields. Fields are displayed according to the list column order.