Inserting a Filter in the Filter File
You can insert a filter directly in the
Project Filter file or your
My Filter file. As described in
Filters in Enabled Filter Files, the filters that you insert in these two files supplement or override the filters stored in the
Master Filter file.
1. If the Filter file is not already open, then open it.
You open the
Project Filter file in the same way as any other file. To open your
My Filter file, in the Project Navigator, click
My Filter File, which appears beneath the list of all files in the Project. For more information, see
Project Navigator.
2. In the last table row in the Filter Definition pane, click < Click here to insert a new record > . The Filter Wizard starts and displays the Specify Filter Features page.
3. Select an option, referring to the following table for descriptions. Your selection determines which of the two variations of the Specify Field page appears. While the options are the same as those presented when you start the Filter Wizard from the System file, a few differences do exist on subsequent pages. Descriptions of these differences follow this table.
|
Option
|
Description
|
|
Selects and sorts records
|
When selected, the filter is to contain both selection and sort order criteria. When you click Next, the Specify Filter Field page appears for specifying selection criteria. For more information, see Specifying Selection Criteria in the Filter Wizard. |
|
Selects records only
|
|
|
Sorts records only
|
When selected, the filter is to contain only sort order criteria. When you click Next, the Specify Sort Field page appears for specifying sort order criteria. For more information, see Specifying Sort Criteria in the Filter Wizard. |
When you start the Filter Wizard from the Filter file, after displaying the Specify Filter Features page, it displays the Module Selection page if multiple modules are in use. On this page, you choose the module for which to create a filter. All active table types for this module are then shown on the Specify Filter Field or Specify Sort Field page that is shown next.
Building the filter then progresses in the same manner as if the Filter Wizard was started from the System file. However, once you finished specifying record selection and/or sort order criteria, the Filter Wizard displays the Filter Name page. On this page, you enter the name to which to save the filter in the Filter file and click Next. Clicking Finish on the Wizard Complete page saves this filter to the Filter file.
In the Filter file, you can insert additional or modify existing criteria using the Build Filter and Order By panes. Procedures for performing such actions appear in the next several topics.