What does a filter do?

Apply data filters to view select records. Filtering is a helpful way to see only the data you want to be displayed. You can use filters to display specific records in the data entries. For the users to have options for different filters of form data, a drop-down list of filters is displayed in the application. The records that are visible in individual views are displayed in a list, sometimes called a grid, which frequently provides options so that users can change the default sorting, column widths, and filters to see the data that's important to them more easily.

Filters also define the data source for lookup records, charts, pivot grids, and the dashboard that are used in the application.

Create a filter

1. Go to form explorer.

2. Select the form you want to create the form rule for, then click on the Filter item from the toolbar.

3. Click Add.

4. Enter Filter name, group, and description.

Define a filter

6. To save the filter, click Save.


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