Filter a Grid in the Desktop Client
Filter grids in the Desktop Client by a column value so that the grid shows selected data (example: Only new Incidents).
Multi-filter a grid to show even more specific data, 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:
To remove the filtering criteria and show the original grid, clear the check box next to the criteria.
After a column is filtered, additional options appear in the lower right corner of the grid.
To update and save filtering options to the current query:
- To add the filter to the current search, select the Add filter to current query button .
- To add the filter and edit the current search in the Search Manager, select the Add filter and edit current query button .
- 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.