Filters allow you to customize a view so that only database records that meet certain criteria appear in that view. In other words, each filter is a piece of logic related to a specific field’s value (greater than, equal to, not blank, etc.) that ensures only qualifying records make it into the view. Here are some facts about filters:
- Each filter is based on a specific field, and the filter’s options are based on that field’s type (number, date, etc.)
- You may use 0, 1 or many filter conditions in a view
- You can connect 2 or more filter conditions with AND | OR logic
- In a view of 3 or more filter conditions, you can build conditional groups
- By default, all of your filter conditions are in a single group connected by a single AND | OR connector
- You can then sub-group filter conditions and use a separate AND | OR connector for the subgroup
- It is possible to achieve any logical subset of records using filters
- In other words, filters let you "slice-and-dice" your records to the most specific degree you can come up with
Building a Filter
In the "Filters" section of the "App Overview" page, click on "Add New Filter For Table" and select the appropriate table. When the Filter Builder opens, you will see a list of fields from the selected table on the left-hand side of the page.
https://trackvia-customer-documents.s3.amazonaws.com/documents/3000016034/forms/EBA_1sTbguHakq/Filter.JPGDo not forget to name your filter! Click on "Filter Name" in the upper left-hand corner to assign your new filter a name. After your filter is working correctly, click the "Save" button in the upper right-hand corner of the screen. You can now use this filter in a view!
Filtering based on the TrackVia User field
TrackVia User field types operate similarly to choice field types, with the additional functionality of filtering dynamically based on the "currently logged in user". This filter condition allows you to build a single view that will work for hundreds or thousands of users. Each user automatically sees only records assigned to them.
If your application is set up with relationships, you can use what we call "grandparent filters" to limit micro results based on a macro filter.