Filtering and Sorting a List

How to filter a list
How to sort a list


Filtering allows to view only the data that satisfy a certain criteria.

Lists of catalog and journal items, documents, register records, etc. can be set up in the Filter and Sort form (the Actions —Set Filter and Sort menu item). This menu item and button may be unavailable if the user does not have a right to set a filter.

Some lists make it possible for data to be filtered by one or more attribute values.

The comparison type indicates how filtering is applied. For example, you can select the data that contain dates greater than a certain value, dates that lie within a certain range, dates that belong to a list or the ones that do not belong to that list, etc.

To save a filtering criteria, press the Filters button.

To clear a filter (display the entire list), select Actions — Clear filter.

Sorting a List

For convenient viewing, the list can be sorted (ordered) by a certain attribute or a group of attributes.

To set sorting, select Actions — Sort, and in the form that opens select the attribute to sort by.

The attribute list usually includes Code and Description attributes. Attributes can be added and removed using the Filter and sort dialog (Actions —Set Filter Parameters menu on the Sort tab).

The left list contains the attributes that will be used to sort the list. Set the direction to sort by (ascending or descending) using the button with two arrows. Attributes are moved from the right list. If multiple attributes are selected, then their order in the list will affect the order of data presentation. The selected list will first be sorted using the top attribute, then each group with identical values will be sorted using the second highest attribute, etc.

To save a sorting, select the Use these sort settings on open.

In the sorted list, the column by which the sort is performed is marked by a black triangle icon located to the right of the header.

To sort a list by a particular column, click its header. To remove sorting, click the header again.

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