Auto Filters
Filters are a set of named criteria that allows you to select only specific
entries in a view. Zoho Creator creates default filters for the fields belonging
to any of the following types. These filters are called "Auto filters".
- Dropdown fields
- Multi Select fields
- Lookup fields
- Date and Time fields
If your form contains any of the above field types, the corresponding field
names will be displayed in the GUI as shown below, when you select the Set
Filters option for a view in Edit maode. For example, in the Employee
form, the field Department is a single-select picklist field. Hence, it
is displayed as a default filter, as shown below in addition to the date-time
fields. You can enable/disable the auto filters by selecting/deselecting the
show check-box. By default, it is enabled.
When you access the view, the filters will be displayed in the Filter list-box as shown
below. The name of the field will be taken as the name of the filter. The values
for the fields will get displayed in the Filters drop down list. Selecting a
filter name, will display only those records that satisfy the filter criteria.
For example, in the Employee View, if Department is selected as "Engineering",
the only those employees in the Employee form whose department is "HR"
is listed, as shown below.
Custom Filters
Custom filters are a set of named criteria that can be defined by the user.
At present, only simple criteria can be defined in the GUI mode. To create more
complex filter, refer the topic Deluge Reference
->Criteria/filters in Views.
To create a custom filter,
- Select the View from the View tab, in Edit mode.
- Select New Custom filter displayed in the Set Filters dialog.
- Specify the custom filter name and the condition based on which the records
will be filtered.
- If you have specified more than one condition and the filter needs
to match all the conditions, select the match all radio button.
- If you have specified more than one condition and the filter needs to match
any one condition, select the match any radio button.
- In the Live mode, the auto filters and custom filters will be listed in the
Filter list-box.
The custom filters configured in the GUI will be added to the view
definition. To view the definition, select More Actions -> View
Definition from the View header. Refer the topic Deluge Reference
->Criteria/filters in Views to create views with complex criteria and
filters.
