Define form filters to display only those records meeting specific criteria.
Follow these steps to define new filters.
Open the form to filter.
Choose View | Easy query from the menu bar. Datastream 7i displays the Easy query dialog box.
Filter—Enter the filter name. You must enter a filter name before entering filter data.
Select one of the following options:
Private—Select to make the filter private. Only you will have access to this filter.
Group—Select to grant access to the filter to your user group only. All users in this group can use this filter.
Public—Select to grant access to the filter to all users. All Datastream 7i users can use this filter.
Default—Select to make this filter the default filter for the current user.
Field—Select the field by which to filter the form.
Operator—Select an operator for the filter.
Value—Enter the value by which to filter the records.
Refer to the following table for additional filter options:
|
Option |
Steps |
|
Display next condition |
Click Next. If the current condition is the last condition in the filter and you click Next, Datastream 7i adds a new condition after the last condition. |
|
Display a previous condition |
Click Previous. |
|
Add a condition |
Click Datastream 7i inserts a blank condition before the current condition. |
|
Delete a condition |
Click . Datastream 7i deletes the current condition. |
|
Change the joiner (and/or) |
Select the condition from the list box, and then select the joiner and or Or. and—Includes records that contain both of the joined conditions. Or—Includes records that contain one or the other condition. Example 1: Site is equal to ATLANTA and Priority is equal to 3. Datastream 7i includes only records with Atlanta as the site and 3 as the priority. Example 2: Site is equal to ATLANTA or Priority is equal to 3. Datastream 7i includes only records with Atlanta as the site or 3 as the priority. |
|
Group conditions |
Hold down SHIFT, and then select each condition to include in the group. Release SHIFT, and then click Add ( ). |
|
Ungroup conditions |
Click Remove all ( ). |
Click Save to save the filter for future use. Datastream 7i saves the filter by the specified name.
Click OK. Datastream 7i closes the Easy query dialog box and filters the form.