Column Filtering for Form Registers and Saved Searches

Filtering can be done on most columns in a form register or saved search using the column headers.

RIB CX provides the ability to Filter form registers as well as saved searches using column headers.

Column Filters for Standard Fields

	Field Name	Type of Filter	Notes
1	Reference	Text	Supports Equals to search. You need to type in an exact reference number of user wild cards.
2	Created	Date	Standard Date filter controls.
3	Date Due	Date	Standard Date filter controls.
4	Author	Contact	Can search for users using the Contains operator. Can search for 1 or more users.
5	Action	Contact	Can search for users using the Contains operator. Can search for only 1 user at a time.
6	Modified	Date	Standard date filter controls.
7	Title	Text	You can filter text-based fields with multiple keywords using column filters from this release.

Column Filters for Contact Fields on Registers

Contact fields are now filterable on a Register or a Saved Search.

Column Filters for Number, Currency, and Date Fields

The below operators can also be used to filter Number and Currency fields:

The below operators can also be used to filter Date fields:

Column Filter for Status

Click on the filter icon in the Status / Late column.

Then select the Status you wish to filter by and click on Filter. You can filter by 1 or more statuses

Once the filter is applied the column header will indicate a filter has been applied

Please note that these Filters are not saved and only applied as quick filters for existing data. If you need the filters saved, please create a saved search. Click here for how to.

Column Filters for Select, Checkbox, Radio User Fields

Click on the filter tool at the top left-hand side of the column header and choose the options to filter by.

Column Filters for Searches with Multiple Form Types

If a search or saved search has multiple form types, the filter will display all form type options. eg status column will display the statuses from both form types.

Column Filtering on Calculation User Fields

If you've added a calculation user field to your saved search or default register view you are able to filter on that column.

Available options are:

Equal to
Not equal to
Greater than or equal to
Greater than
Less than or Equal to
Less than

Removing Column Filters

You can remove filters by clicking into a column filter icon and and clicking on

Clear - to clear just the filter for that column
Clear All - to clear filters from all columns