Filter a Grid

Filter a Grid by a column value so that the Grid shows only the desired data (example: Show only New Incidents).

To show even more specific data, multi-filter a Grid, either by using multiple values in a single column (example: Show Incidents with a status of Assigned, In Progress, or Pending) or by using multiple column values (example: Filter by owner, and then by status).

Filters use a simple Comparison Clause to limit the values (example: Owned By = Josh Wilson). Multiple values in a single column are strung together using or statements (example: Owned By = Josh Wilson or Clair Wu). Multiple clauses are strung together to create a Query using and statements (example: Owner = Josh WIlson and Status = Assigned, In Progress, or Pending).

Filtering options/values vary according to the type of data in the column (example: Text, Number, Logical [true/false], etc.) and whether the column can be filtered by multiple values.

To filter a Grid in the Desktop Client:

1. In a Grid, hover over the column header to filter, and then select the Filter icon when it appears.

   A Filter list drops down, showing filtering options/values; options/values vary according to the type of data in the column (example: Number, Text, etc.).

2. Select a filtering option/value, and then click OK.
   A check box indicates that multiple values can be selected to filter the Grid.

   The Grid filters the data and shows the Grid filtered results. The Filter icon is shown in the header of the filtering column. The filtering criteria (Comparison Clause/Query) is shown in the Grid footer. If the Grid is a Search Results Grid, Add, Edit, and Save filter buttons are shown in the Grid footer, as well.

3. To continue filtering by another column, hover over another column header, click the Filter icon, and then select another filtering option/value.

   The Grid filters the data again and shows the filtered results.

   Select the Custom... button to use the Custom Filter window to define your own filter by defining a Comparison Clause. A Comparison Clause defines an operator (example: Equals, Less Than, etc.) and the value to find (example: Value, Field, system function, Expression, or Stored Value). For more information about building Comparison Clauses, refer to Define a Comparison Clause.

To remove the filtering criteria and show the original Grid, clear the check box next to the criteria.

To update and save filtering options to the current query:

After a column is filtered, additional options appear in the lower right corner of the Grid.

1. To add the filter to the current search, select the Add filter to current query button .
2. To add the filter and edit the current search in the Search Manager, select the Add filter and edit current query button .
3. To add the filter and save the current search so that it can be used again, select the Add and save filter button .

The Edit and Save options can also be accessed from the Searching menu.