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Column Filtering for Form Registers and Saved Searches

Column Filtering for Form Registers and Saved Searches

Filtering can be done on most columns and are available in Form Registers, Saved Searches, Publication Space grids, and results.

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

Column Filters for Standard Fields and Custom User Fields 

Field Name

Type of Filter

Notes

Reference

Text

Supports Equals to search. You need to type in an exact reference number of user wild cards.

Created

Date Due

Issued

Modified

Any Date User Field

Date

Supports Before or After Operators

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and / or Operators

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Author

Attention (Action)

Any Contact User Field

Contact

Can search for users using the Contains operator. Multiple can be selected.

Title

Text

You can filter text-based fields with multiple keywords using column filters from this release.

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Status

Checkbox

Click on the filter icon in the Status column. Multiple can be selected

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

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Currency

Number

Calculation

Number

The below operators can also be used to filter Number, Currency and Calculation user fields.

Cascading

Checkbox

Radio Button

Select

Checkbox

Equal to is the only operator available. Multiple selections can be made.

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Is Blank added to column filters for Select, Radio, Checkbox. Use Is Blank and Does Not Contain together on different columns.

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Is Blank searching is not supported on Cascading fields.

Multiple Form Types

 

When more than one form is selected then the Status filter will display statuses that relate to all form types selected and then display the unique statuses available for each form type.

Text

Text

Is Blank and Does Not Contain and Contains is available for Text fields

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Global Search also updated to include these options for Text fields.

Case-insensitive partial match for Does Not Contain.

Use Is Blank and Does Not Contain together on different columns.

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.

Fields in list on forms currently do not support Is Blank or Does not Contain.

Once the filter is applied the filter icon in the column header will colour blue.

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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