Filter
Filters are used to create subsets of the
records you are working with.
When creating filters, there are two screens
you will be working with:
- the main filter screen and
- the filter definition screen.
The main filter screen includes:
- Use Record Set - allows you to select the set of records to
use before filtering.
- Available Columns - lists the fields that you can create filters
for.
- Records Matching
Filter Criteria - all of
the defined filters with their AND/OR relationships.
The filter definition screen includes the
criteria for creating filters, including:
- a list
of values for the filter,
- a range
of values for the filter,
- AND or OR operators,
- match text case,
- match whole string, and
- match not equal to.
In this topic, you will learn about:
Adding Simple Filters
To add a simple filter:
- Select the field you
want to filter on from the Available Columns list.
- Select Add Filter.
- Enter the filter value in the Simple
Filter dialog box.
- Select OK to
create the filter.
- Select OK from
the filter dialog to apply the filter and return to your
view.
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Adding
Advanced Filters
To add an advanced filter that uses more filter
criteria:
- Select the field you
want to filter on from the Available Columns list.
- Select Add Filter.
- Select Advanced >>.
- Select and enter the filter properties you
want, including:
If you want to enter a list of values to define the filter:
- Select Use List
- Select the values from the list.
- Select Add to list > or enter the value and select Add to List.
To use a range of values to define your filter:
- Select Use Range.
- Enter your start value.
- Enter your end value.
Select AND with if you want to filter on both filters specified
in the list.
Select OR with is
you want to filter on one filter or the other filter, but
not both.
Select Match Case if you want to match the filter value exactly as
specified.
Select Match Complete String if you want to match only the whole value and
not partial values.
Select Match Not Equal To if you want to match everything that is not
equal to the values you specified for the filters.
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Modifying Filters
To modify an existing filter:
- Select the filter
from the filter criteria list.
- Select Modify.
- Make the changes you want using the Filter
Definition dialog.
- Select OK to
save the changes.
- Select OK from
the Filter dialog to save the filter.
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Removing Filters
To remove a filter:
- Select the filter
from the filter criteria list.
- Select Remove.
- Select OK to
save your changes.
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Filter Tips
Here are some tips to remember when working
with filters:
- any changes
that you make to your
filters in Team-Web will be saved to your standard Team
tab settings.
- you can select the record set you want to use in your filter by selecting it
from the Use
Record Set drop-down
field.
- to
remove all the filters,
select Clear.
- to cancel
any changes prior to
saving, select Cancel.
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