Filter the data in a table

You can quickly filter the data of any table in the system by using simple filters or by selecting the appropriate options in the menu that appear when you click the header of the column to which you want apply the filter.

In this topic, read more about setting up filters based on table columns, clearing these filters, managing column sorting, and filtering by a selected cell value.

Simple filters cannot include complex filtering conditions (with multiple clauses connected with Or operators and combined with parenthesis).

  1. Open the window with the table for which you want to set up a filter on table columns.
  2. In the table, click the header of the column whose values you want to filter.
  3. If you want to filter data in a column with a fixed set of options (such as Status), select the required values in the dialog box.
  4. If you want to filter data in a column by a value which has unlimited options (such as Supplier), do the following:
    • In the dialog box, select the filter condition from the list of available conditions.
      The available conditions (such as Contains, Equals, or Is null) depend on the data type of the column.
    • In the field at the bottom of the dialog box, type the filter value (if needed).
  5. Click OK to apply the filter.

Now the table displays only the rows that satisfy the terms of the filter.
The column header is highlighted and displays the filter icon ().
You can set up filters for any number of table columns.
If you set up filters for multiple columns, the system displays only the rows that satisfy the terms of all filters.

You can filter the data in a table on an inquiry or processing form by a value of any cell that you select as follows:

  1. Open the window with the table for which you want to set up filtering by a cell value.
  2. In the table, right-click the cell that contains the value by which you want to filter the data, and click Filter by this cell value.

As a result, the table displays only the rows for which this column contains this value.
The column header is highlighted and displays the filter icon ().

You can also apply this filter by clicking the required cell and pressing SHIFT+F.

In the window with the table for which you want to clear a simple, do the following:

  • In the table, click the header of the column for which you want to clear the filter, and do one of the following:
    • If you filtered data in a column with fixed set of options, click Select all and then click OK.
    • If you filtered data in a column with unlimited number of values, click Clear filter.
  1. Open the form with the table for which you want to set up column sorting.
  2. In the table, click the header of the column whose values you want to sort.
  3. In the dialog box, select the sorting order: ascending (that is, A to Z for text, lowest to highest for numbers, or newest to latest for dates) or descending (that is, Z to A for text, highest to lowest for numbers, or latest to newest for dates).

The column header displays the ascending () or descending () sorting icon.

You can turn on sorting for only one column in a table at a time.

In the window with the table for which you want to clear column sorting, do the following:

  1. In the table, click the header of the column for which you want to clear sorting.
  2. Click the sorting option you have previously clicked. The column sorting is now turned off.

Parent topic:About using tables