Filter Data

The data displayed in a form can be filtered so that only items that meet the criteria set in the filter conditions are displayed.

If a filter is currently applied to a data tab, this will be indicated in the status bar at the bottom of the P&ID Reports window.

The filtering row is displayed beneath the column headings.

The filtering row includes two buttons. One is used to display a list of values from which an operator can be displayed, for example, Equals, Starts with, Contains, Less Than etc.

The symbol for the selected operator is displayed on the button. The default operator ("Starts with") is indicated with a capital "A".

The other button displays a list of values which contains every value displayed in the column, plus Custom, Blanks and NonBlanks.

To set up a filter:

1. Select an operator from the Operator list in the heading of the column that contains the attribute that data is to be filtered by. The symbol on the list button displays the selected operator.

2. From the value list, select a value that the operator is to be applied to in order to filter the data. The selected value is displayed in the field between the two buttons.

3. If (Blanks) is selected, the operator will be applied to fields in the column which are blank, e.g. the filter may restrict the data displayed to those records that do not have a value in the selected column.

4. If (NonBlanks) is selected, the operator will be applied to fields in the column which are not blank.

5. If (Custom) is selected, the Enter filter criteria dialog will be displayed. This is used to set up more advanced filters.

6. Alternatively, type the value in the field between the two list buttons. A partial value may be typed into the field.

7. For example, if the user enters AB-12 in the Tag field, and selects the Contains operator, only those item records with a Tag containing that string of characters are displayed. If the Starts with operator is selected, only those item records with a Tag starting with that string are displayed.

8. Once an operator and value has been selected, the filter is immediately applied.

Multiple filters can be applied to data in a form, for example, filters can be set up in more than one column at a time.

In this example, the Owner Handle column has been filtered so that the tab only displays records with a "non-blank", for example, populated Owner Handle field.