Table Filters

Filters can be configured to control which records are displayed in a table for data entry. Filters can be based on any fields within the current module or a related module.

In the following example there are two filters defined, one is based on a field within the Product module, one on a field within the Unit of Measurement (Unit) module.
The filters are displayed in the title bar above the data entry form.

As in the example above, Opportunity Items must include a reference to a Product and a Unit. The following filters were put in place:

• Products: This module contains a field called Product Type, which is used to group items. The Product Type field has been defined as a filter and in the example above, the user has chosen to filter the form to only make available product items with the "Sales Inventory" Product Type.
• Unit: This module contains a field called Name, which is the same field displayed in the Unit column. In the example above, the user has not chosen to filter records using the Unit filter so all results are displayed.