About Grid Filtering
Filtering options/values vary according to the type of data in the column (examples: Text, Number, Logical [true/false], etc.) and whether the column can be filtered by multiple values.
- If a Text column has a length greater than max searchable and Full-Text Search is not enabled (both for the Field and the Business Object), filtering options are not available. If a Text Field has a length greater than the max searchable and Full-Text Search is enabled (both for the Field and the Business Object), only Full-Text Search operators are available when defining a Query.
- Grid filtering does not persist.
- On a Search Results Grid, if multiple items are selected in the Grid, the selection is cleared when a filter is applied or removed from the Grid. The selection is also cleared after adding a new column or sorting items on the Grid.
- Text columns can be filtered by multiple values in their column (example: multiple statuses). Select the values to use to filter the column, and then select OK. Create a custom filter by selecting the Custom button. Date/Time, Number, and Logical (true/false) columns do not support multi-column filtering.
- A Grid column's default width is defined in the Grid's definition in CSM Administrator.
- In order to return results from the Description column, the query must be wrapped in ** or prepended with % so that it returns an exact match.
The following table shows some example filtering options/values, including the option to create a custom filter.
Filter | Description |
---|---|
Empty | Shows only rows where there is no value set for the column. |
Not Empty | Shows only rows where there is any value set for the column. |
Letter/Number Range Values |
Shows only rows that begin with a specified alphabet letter or number range (example: A-H). Used only for Text columns. This option is only displayed for columns that do not have an alternative way of providing values, such as the list of valid values for the column.
Predefined filter options, such as A-H and 0-9, are not available for Field columns for which foreign key relationships are enabled. |
Validated Values |
Shows a list of legal values for the column (example: Record Type). Select one or more values to return all rows that match the selected values. In some places within the system (such as on a tab under a Business Object), this might include all values in use within the Grid. Used for fields validated from a table when the table is set as cacheable. |
Range |
Prompts to provide a start and end date, and then shows only rows where the value in the column is between those two dates (inclusive). Used only for date/time columns. |
Common Date/Time Values |
For date/time Fields, shows only rows where the value in the column is within a common date/time range (example: Today, Yesterday, etc.). Used only for date/time columns. |
Custom (Desktop Client only) |
Opens 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). |