Creating a Simple View Filter

In many cases, you only need to use one filter to define the records in your view. Follow these steps to create a simple view filter, broken down by interface:

• Web Interface
• Desktop Client

Web Interface

1. Open the View Properties dialog for a new or existing view.
   • For new views, right-click a service and select Create View from the pop-up menu.
   • For existing views, right-click within the view and select View Properties from the pop-up menu.
     
     
2. Enter a Name and Description (for new views).
3. Click the Filters tab.
   • Since this is a simple filtered view, leave the current service selected in the Service column.
     
     
4. Select a field in the Field column.
   • The fields are listed in the order in which they appear in the entity. However, the fields can be sorted alphabetically (ascending or descending) by clicking the desired Field column heading (Field Name, Data Type, Display Name, or Description) to sort by. One click sorts the specified column in alphabetical ascending order. Clicking the column heading a second time sorts the fields in descending order.
     
     
5. Select an operator in the Operator column.
6. Enter a value in the Value column.
7. Click OK to close the View Properties dialog and run the view.
   • The view filters the records in the service based on the entries in the Service, Field, Operator and Value columns. For example, a combination of Service A, Field B, =, Value C displays only those records in Service A where the data in Field B equals Value C.

Any time this view is required, select the view in the Navigation Bar or double-click the view name in the Display Window.

Desktop Client

1. Open the View Properties dialog for a new or existing view.
   • For new views, right-click a service and select Create View from the pop-up menu.
   • For existing views, right-click within the view and select View Properties from the pop-up menu.
     
     
2. Enter a Name and Description (for new views).
3. Click the Filters tab.
   • Since this is a simple filtered view, leave the current service selected in the Service column.
     
     
4. Select a field in the Field column.
   • The fields are listed in the order in which they appear in the entity. However, the fields can be sorted alphabetically (ascending or descending) by clicking the desired Field column heading (Field Name, Data Type, Display Name, or Description) to sort by. One click sorts the specified column in alphabetical ascending order. Clicking the column heading a second time sorts the fields in descending order.
     
     
5. Select an operator in the Operator column.
6. Enter a value in the Value column.
7. Click OK to close the View Properties dialog and run the view.
   • The view filters the records in the service based on the entries in the Service, Field, Operator and Value columns. For example, a combination of Service A, Field B, =, Value C displays only those records in Service A where the data in Field B equals Value C.

Any time this view is required, select the view in the Navigation Bar or double-click the view name in the Display Window.