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Filter Data Using Parameters
Learning Objectives
At the end of this unit, you learn the following. Use the links to read more.
An Overview of Filters and their Parameters
An Overview of Filters and their Parameters
How to filter data begins with the first step of identifying the primary parameters and utilizing these in the Filter. After setting up the parameters, add the Parameters to the filters and calculated fields instead of directly including in a form.
Access the Reference Table Parameters
Access the Reference Table Parameters
At the Tenant level, navigate to (1) Settings (2) Module designer (3) Reference Tables (4) select a reference table from the list
(5) Parameters tab
Specify the Key Parameters
Specify the Key Parameters
Step 1: In the Parameter tab, click on the + button to add as many empty rows as you need
Step 2: Key in the primary parameters that you want to utilize in the filter
Step 3: Specify the type of parameter - Text or Number
Step 4: Save your settings
Utilize the Parameters to Design Initial Filters
Utilize the Parameters to Design Initial Filters
Step 1: Click the Filters tab on the Reference table page
Step 2: Expand the Field drop-down list and key in the parameter you created in the search lookup
Step 3: Expand the Operator drop-down list and key in the relevant value in the search lookup
Step 4: Key in the value as per the parameter type(text or number) that you have specified
Step 5: [OPTIONAL] Click the buttons Add criteria or Add group, if you wish to apply one or more filter conditions. Click the operator buttons(AND, OR) to connect the filter conditions to the original operation.
Step 6: Save your settings
You also have an option to scroll and choose the values from the Field or Operator drop down list in addition to the search lookup
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