Define Tab Filter Properties for a Form Arrangement

Use the Filters page in the Tab Properties window to define how content from a one-to-many Relationship is filtered on the form arrangement tab (example: Filter Journals based on type).

Filters can be:

• Pre-applied: Define an expression to pre-filter the content on the tab.
• User-applied: Define and display a Filter button/drop-down on the tab's toolbar so that users can filter their own content. You can also define a default behavior for the Filter button, and include a Search option so that users can search for specific data.
• Applied when linking records: Define and display a Filter button/drop-down in the Record Selector window when adding records to a tab.
  Note: The Tab Properties window is available in the Form Arrangement Editor (within a Blueprint in CSM Administrator). The Filters page is only available for tabs that display child objects in one-to-many relationships (example: Journals, Configuration items, etc.). Defining filters when linking records is only available for one-to-many links relationships (example: Change Requests).

To define a pre-applied filter for a form arrangement:

1. Open a form arrangement in the Form Arrangement Editor.
2. On a tab, right-click and select Properties.
3. Select the Filters page.
4. Define a pre-applied filter:
   1. Limit the rows that appear: Select this check box to use an expression to pre-filter the content on the tab. Then, define the expression using one of the following options:
      • Stored Expression: Select the ellipsis to open the Expression Manager, and then select an existing stored expression or create a new stored expression. Stored expressions can be reused in numerous places in CSM.
      • Custom Expression: Select the Custom Expression button to open the Custom Expression Builder, and then create a custom expression specifically for this scenario.

5. Select OK.

To define a custom user-applied filter for a form arrangement:

1. Open the Form Arrangement Editor.
2. On a tab, right-click and select Properties.
3. Select the Filters page.
4. Define and display a custom Filter button/drop-down on the tab's toolbar so that users can filter their own content:
   1. In the Custom Filters area, create/edit/delete/order custom filters (each custom filter is displayed in the Filter drop-down):
      • Add: Select this button to open the Filter window, and then create a new custom filter (name the filter and define the expression).
      • Edit: Select this button to open the Filter window, and then edit an existing custom filter.
      • Delete: Select this button to delete an existing custom filter.
      • Up/Down Arrows: Select to change the order in which the custom filters are displayed in the Filter drop-down.
   2. Default Button Behavior: Select a default behavior for when a user selects the Filter button (rather than the Filter drop-down arrow).
      • Show Drop-down List: Select this option to display a drop-down of available filters.
      • Search Dialog: Select this option to open the Search window, where users can search for specific data. This option is only available if the Display Search Option (below) is checked.
      • Custom Filter: Select a custom filter to apply.
   3. Display Search Option: Select this check box to include a Search option in the Filter drop-down. The Search option opens a window, where users can search for specific data.

5. Select OK.

To define filters for a record selector (when adding records to a tab):

1. Open a form arrangement in the Form Arrangement Editor.
2. On a tab, right-click and select Properties.

   The Tab Properties window opens.

3. Select the Filters page.
4. In the Filter List when Linking Records area, define a list of filters that users can select when adding records to a tab.
   1. Select Add to add a constraint or filter.
   2. Define the constraint:
      • Field: Select a field in the Business Object you are currently working with.
      • Operator: Select an operator (example: Equals).
      • Value: Select a value for the field. Applicable values include:
        • Fields
        • Expressions
        • Metric Values
        • Prompts
        • Stored Values
        • System Functions

   3. Select OK.

   4. Add additional constraints as necessary.
5. Define additional properties for the filter:
   • Filter Display Name: Type a name to display next to the Filter button in the record selector window.
   • Allow User to Choose Records that Don't Meet the Limiting Filter: Select this check box to allow users to select records outside of the defined list of filters.

6. Select OK.

7. Publish the Blueprint to commit the changes, or save the Blueprint to continue making other changes.