Visma.net ERP

About the filtering area

A table in a Visma.net ERP window, tab, or dialog box can have a filtering area, which you can use to filter the objects in the table.

The filtering area, as shown in the following screenshot, can include filter tabs that are specific to the table, quick filters that you can configure on the fly for the table, buttons that you use to edit, save, and remove table filters, and the search field.

You can also use the two tabs All records and Active that are located above the table headers to filter.

Elements of the filtering area

The following table describes the standard elements of the filtering area.
A filtering area can include some or all of those elements.
If a filtering area includes table-specific filter tabs, they are described in the window reference help topic.

Element	Icon	Description
Filter settings		Opens the Filter settings dialog box, which you can use to define a new advanced filter or edit an existing one. After you create and save the filter, the corresponding tab appears on the table. The button is highlighted if the records in the table are already filtered with an advanced filter. For more information about advanced filters, see: About the types of filters.
Search		A box in which you can type a word, a part of a word, or multiple words. As you type, the system filters the contents of the table to display only rows that contain the string you have typed in any column.

Element

Icon

Description

Filter settings

Opens the Filter settings dialog box, which you can use to define a new advanced filter or edit an existing one.
After you create and save the filter, the corresponding tab appears on the table.

The button is highlighted if the records in the table are already filtered with an advanced filter.

For more information about advanced filters, see: About the types of filters.

A box in which you can type a word, a part of a word, or multiple words.
As you type, the system filters the contents of the table to display only rows that contain the string you have typed in any column.

The Filter settings dialog box

In the Filter settings dialog box, you specify the name of the filter configured in the filtering area and save the filter.

The dialog box opens when you click Save or Save as in the filtering area.

Element	Description
Filter name	The name of the saved filter. This name is displayed as the name of the tab with the filtered records on the form.
Shared filter	A check box that you select to share the saved filter. If the check box is cleared, the filter will be visible only to you. This check box is available only if you have access to editing shared filters—that is, to the Filters (CS209010) (CS209010) window. The system displays all shared quick filters in the Filters (CS209010) (CS209010) window.
OK (button)	Closes the dialog box and opens a tab for the saved filter if the filter already exists or creates a for a newly saved filter.

Element

Description

Filter name

The name of the saved filter.
This name is displayed as the name of the tab with the filtered records on the form.

Shared filter

A check box that you select to share the saved filter.
If the check box is cleared, the filter will be visible only to you.

This check box is available only if you have access to editing shared filters—that is, to the Filters (CS209010) (CS209010) window.

The system displays all shared quick filters in the Filters (CS209010) (CS209010) window.

OK (button)

Closes the dialog box and opens a tab for the saved filter if the filter already exists or creates a for a newly saved filter.

Parent topic:
Tables - overview