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 filters in a view
- You can connect 2 or more filters with AND | OR logic
- In a view of 3 or more filters, you can build conditional groups
- By default, all of your filters are in a single group connected by a single AND | OR connector
- You can then sub-group filters and use a separate AND | OR connector for the sub group
- It’s 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
Filtering based on the TrackVia User field
TrackVia User field types function like choice field types with the additional functionality of filtering dynamically on the "Current logged in user." This filter 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.
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. In the middle of the page there will be one filter group available for you to drag and drop fields into. Adding conditional groups can be accomplished by clicking the green "+Add Conditional Group" button. After creating your filter, you can click the green "Preview Filter" button to see the results it would produce. Below is an example filter:
Do not forget to name your filter! Click "New Filter" in the upper left hand corner to change the 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!
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.
The easiest example of this is with the table hierarchy: Regions > States > Cities > Mayors
Add a filter to the Mayor-View where you only want to see the Mayors from the Mid-West Region. This prevents the need to filter on every state or city in the Region you want to see Mayors for.
Below is an example of the add filter screen, the "+ Show More Tables" button will reveal parent and grandparent table's fields.
TrackVia: Views and Filters
TrackVia: Working With Views and Filters
TrackVia Express: How to create Summary Reports
TrackVia: How to Use Reports