Search

Notes: Only active users with a license, access rights, and the viewing privilege can use filters. If you do not have access, please contact your company owner or system administrator to request the necessary access and privileges to perform this action.

The system enables you to filter data on various screens based on the parameters set in the filter

Filter Bar Example

How to use the Search Filter

Step #1

Select the Field by which you need to filter the data (Parameter).

Parameter Selection Example

Notes: The fields to select vary by form.

Step #2

Select one of the available filter comparison types.

The system provides several filter comparison types for selection including:

Filter Comparison Types Example

• Like: It displays records, or files that contain the specified keyword anywhere in the specified parameter. (case insensitive)

• Deleted: It displays all deleted records.

• Empty: It displays records where the specified parameter is empty.

Tips

• When the Deleted or Empty filter is selected, the field to specify the keyword value will be available and function as a Like.

• Filter comparison types may vary between forms.

• In cases where they are not present by default, it will use the Like filter.

Step #3

Specify the keyword value by which the data should be filtered then press the search icon .

Filtered Data Example