Creating a filter
There may be modules in your system containing hundreds or even thousands of records. In order to help you find them easier or display them based on certain criteria, you can create filters in order to find specific records.
In your chosen module, click the Filters button which opens up a menu with some sorting options and the Manage Filters button.
Click the Manager Filters button; this takes you to the main filter page of the module you are in. From here you can Create, Edit and Delete filters.
To Create a filter, click the New Record button.
Enter the Name of your filter. By default all filters are private; meaning only the user who created the filter can see, use and edit them.
If you have the ‘Manage Global Filters’ permission, you can choose to keep the filter private by checking the text box or leave it black to make it public, make it available for other system users to use the filter.
Give your filter a name and then you can select your filter criteria.
Click the ‘Add or Add OR Group’ button, to add new criteria. From the drop down menus choose which fields you want to filter on, the condition you want to filter with and the value to filter on.
E.g. the above filter would find all records with Incident dates in the last 7 days.
If you want to add multiple conditions to your filter, simply repeat this process.
By default, adding criteria are automatically an ADD condition but you can also have an OR condition by clicking the ‘add OR group’ button.
Please Note: When you run a filter in a module, it remembers the filer and applies it every time you leave and go back into the module. It will continue to do so until you change the filter or remove it.