Filtering Page Data

Filtering page data allows you to display only the records that meet certain criteria in the page’s grid. When filtering is applied to a page’s grid, only data rows that meet the specified criteria are displayed. Data can be filtered against a single data column or multiple data columns.

You are able to build filter criteria and apply it to the grid using the Header Filter of a column, which is found in the Filter Row of the grid.

Filter Row:

Header Filter for the Item Number Column:

Filter operator drop-down menu, which is invoked by clicking a filter row icon .

Filter criteria entered for the column in the Header Filter:

The table below lists the operators that are available for a column.

Filter Operators
Operator	Filter Criteria Applied	Data Retrieved	Example
Begins with	Determines if the data string matches the begins with criteria	Only retrieves data that begins with the exact criteria	For example, to only retrieve data that begins with D1, select the Begins with operator and enter D1 in the Header Filter.
Contains	Determines if the data string exists within the criteria	Retrieves data found in the criteria	For example, to only retrieve data that contains 5, select this operator and enter 5 in the Header Filter.
Doesn’t contain	Determines if the data string does not exist within the criteria	Retrieves data not found in the string	To exclude data that contains A1, select this operator and enter A1 in the Header Filter. Any data containing this criteria is excluded.
Ends with	Determines if the end string matches the criteria	Only retrieves data that ends with this exact criteria	For example, enter 01 in the Header Filter. Only data that ends with 01 is displayed.
Equals	Applies the equal filter to the data	Only retrieves data that is equal to this criteria	For example, to retrieve data that equals 1000, select this operator and enter the criteria value in the Header Filter. Only data that equals 1000 is displayed in the column.
Doesn’t equal	Applies the doesn’t equal filter to the data	Only retrieves data that doesn’t equal the criteria	For example, To exclude data that contains a specific value, select this operator and then enter the criteria in the Header Filter. Data that does not match this criteria is excluded.
Like Operator	Determines whether a specified character string matches a specified pattern	Compares a value to similar values, using the percent (%) and/or underscore (_) symbols.	This is an advanced option. For more information, see "Like Operator"

Like Operator

Note: The Like Operator filter condition is an advanced option.

This is an advanced option. It filters column data based on the Like operator. Use the Like operator to compare a value to similar values, using the percent (%) and/or underscore (_) symbols.

Like Operator Examples

The Like operator allows you to compare values using wildcard operators. The wildcard operators used with the Like operator are:

Percent symbol (%): Represents zero, one, or multiple characters
Underscore symbol (_): Represents a single number or character
The table below shows examples of like operator filter conditions

Like Operator Filter Condition Examples
Like Operator Filter Condition	Description
X%	Finds any X value in the starting position
%X%	Finds any value that contains X in any position
_X%	Finds any value that has X in the second position
X_%_%	Finds any value that starts with X and is at least 3 characters in length
%X	Finds any value that ends with X
_X%X	Finds any value that has X in the second position and ends with X
X___X (value, 3 underscores, value)	Finds any value that is a total of 5 characters in length that starts with X and ends with X

The following pages contain a filter row:

Manage Locations page
Manage Items page
Manage Lookups page
Manage Assignees page
Manage Customers page
Manage Vendors page
Inventory Data page
Assets Data page
Depreciation Classes page
Packages Data page
View History page
User Management page
Role Management page
Custom Titles page
Barcode Parsing Rules page
Upload Processing page

Applying a Filter to a Column

To use the filter row to limit the data that is returned, refer to the steps that follow.

Click the Filter icon to the right of the Header Filter for a column.
The filter drop-down menu appears.

Select the filter operator from the available options.
Enter the filter criteria in the filter field. The filter criteria is automatically applied to the column based upon the filter operator selected for the column and the value entered in the filter field. In the example below, the Begins with operator is selected and 3 is entered in the Header Filter column. This means that only data that begins with “3” will be retrieved and displayed in this column.

If desired, you may apply a filter to another column in the filter row. Follow steps 1-4.

Removing Filter Conditions

To remove the column’s filter, clear the text from the Header Filter for the column.
To remove all filters used at this page, click the Clear icon to found to the far right of the filter row.