![]() The filter pane opens with the selected column shown as a filter field in the Filter list by section. To display the filter pane for a column on a list, choose the drop-down arrow, and then choose the Filter action. To display the filter pane for a list, choose the drop-down arrow next to the name of the page, and then choose the Show filter pane action. On lists, you set filters by using the filter pane. For example, if you select both the Open and the Released check box in the Status filter field on the Sales Orders page, it means that sales orders that are either open or released are displayed. When you select multiple options as a filter value, the relationship between the options is defined as OR. An example of an option field is the Status field on the Sales Orders page. For more information, see Entering Filter Criteria.įor fields of type Option, however, you can only set a filter by selecting one or more options from a drop-down list of the available options. Filtering with Option Fieldsįor "ordinary" fields that hold data, setup date, or business data, you can set filters both by selecting data and by typing filter values, and you can use symbols to define advanced filter criteria. For reports, batch jobs, and XMLports, the filters are visible directly on the request page. If you specify criteria for multiple fields, then only records that match all criteria will be displayed.įor lists, the filters are displayed on a filter pane that appears to the left of the list when you activate it. Only records that match the criteria are displayed on the list or included in the report, batch job, or XMLport. Searches across all fields that are visible on the page.įilters one or more fields individually, selecting from any field on the table, including fields that aren't visible on the page.ĭisplays records with fields that match the search text, no matter the text's case or placement in the field.ĭisplays records where the field exactly matches the filter, including the text's case, unless special filter symbols are entered.įiltering enables you to display records for specific accounts or customers, dates, amounts, and other information by specifying filter criteria. There are two major differences between searching and filtering, as described in the table below. For example Sportsman, but not Manchester or manual.įiltering provides a more advanced and versatile way to control which records are included in a list, report, or XMLport. For example, Manchester and manual, but not records that end with man, regardless of the case. For example, Manchester but not manual or records with fields that start with man, regardless of the case. For example, Manchester, manual, or Sportsman.Īll records with fields that contain only Man, matching the case.Īll records with fields that start with the text Man, matching the case. Search CriteriaĪll records with fields that contain the text man, regardless of the case. ![]() If you want to make the search case insensitive, place before the search text (for example following table provides some examples to explain how you can use the search. When using '' or *, the search is case-sensitive. To find field values that end with a certain text and match the case, place * before the search text (for example *man). To find field values that start with a certain text and match the case, place * after the search text (for example man*). To find only field values that match the entire text and case exactly, place the search text between single quotes '' (for example, 'man'). ![]() Unlike filtering, these are applied across all fields when used in the search box, making them less efficient than filtering. You can make a more exact search by using filter operators, expressions, and filter tokens. Fine-tuning the Search with Filter criteria ![]() Search won't match values in images, BLOB fields, FlowFilters, FlowFields, and other fields that aren't part of a table.
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