Filters
Field and table filters can be used if you want to display only specific accounts, customers, vendors or other records in a window. Flow Filters are used to restrict information in fields that display amounts or quantities.
You specify a filter by defining criteria for one or more fields in a table. The program checks all records, and you only see the records that match what you are looking for. If criteria are specified for multiple fields at once, records must meet all the criteria to pass through the filter.
Note!
Field and table filters depend on the respective windows. If you specify a filter for a table in one window, and then display the same table in another window, it means that the filter is not active in that window. However, the filter will be active in the window where it was specified until it is removed.
The filters are active until you remove them or replace them with new ones. To remove a filter, click Show All on the View menu.
Filters let you narrow down large amounts of data, so you only see the records that matter to you. There are 3 kinds of filters:
- field filter (F7) – filters on the contents of a single field
- table filter (Ctrl+F7) – combines filters on several fields
- flow filter (Shift+F7) – limits calculated fields, for example date ranges
If you have set a filter in the program, it will always be displayed by saying FILTER in your status bar.
Below is an example of how you can use a field filter.
Below is a description of how a field filter is used to filter data in the Accounts receivable table so that it contains only customer cards where the seller code is PS.
If you subsequently browse the customer cards, you can see that only customer cards with PS are displayed in the Seller code field. The other debtors are still in the database, but only reappear when the filter is removed
You can now see all cards again in the Debtor table.
