You can name and save filters for future use, or use them temporarily. 

You can also use the selected data in a grid to act as a filter on the data displayed; see Creating Background Filters Within a Layout.

Filter Window

Toolbar

• Insert excerpt
  _filter_apply _filter_apply nopanel true

   Apply the filter without saving it.

• Insert excerpt
  _save _save nopanel true

   Save without closing.

• Insert excerpt
  _finish _finish nopanel true

   Save and close.

To save a filter for future use, after entering the details remember to save the filter.

Filter Tab

Build a filter by adding conditions and clauses.

Description Tab

Optionally, enter a description to explain the purpose of this filter.

Using Filter Pickers

If the table view that you are filtering on has Allow Filter Picker selected, then PhixFlow displays the  icon after the value field. To use a filter picker:

1. Click on the filter picker icon  to display a list of the possible values to filter on for that field.
2. Click to select one value, or Shift+click or Ctrl+click to select multiple values to use in the filter
3. Click on the tick in the bottom right to finish.
   Alternatively double-click on a row to add that row to your selection and close.

To clear the currently selected values, click on the cross in the bottom left.

When you are constructing a column filter, the values displayed in the filter picker list have already been filtered by any table view:

• background filters
• table view filters
• any other filter conditions.

When you have selected:

• one value from the list, the filter condition changes to:
  • either Equals
  • or not Equals, when the selected condition is not Equals
• multiple values from the list, the value field is automatically changed to an expression, and the filter condition changes to:
  • either Is in
  • or Is not in, when the selected condition is set to Is not in.

Column Filters

When you display a data grid, for example the default table view, you can apply filters directly to a column.

1. Hover your mouse pointer over the column header to display a 

   Insert excerpt
   _filter _filter nopanel true

    icon.
   
2. Click the 

   Insert excerpt
   _filter _filter nopanel true

    icon to open the filter options.
   
3. From the drop-down, select a filter condition.
4. Enter the filter value or click  to select a value from those present in the data.
   To work in a larger space, for example to enter longer values or expressions:
   • either drag the bottom right corner of the value box
   • or click the  Larger Editor button.
5. Set whether the value is a 

   Insert excerpt
   _filter_literal _filter_literal nopanel true

     or an 

   Insert excerpt
   _filter_expression _filter_expression nopanel true

   .
6. Optionally add further conditions and values.
7. Click Apply.

Columns that have a filter are marked with this icon: .

You cannot apply a column filter to percentage aggregate values.

Filter Examples

Create prompt filter

You can create a filter that will prompt users to enter a value, and filter based on that. For example, if you have data which contains people's names, you could create a filter like:

Name contains _prompt.EnterName fx

Filter on Current User

If your data contains details of the user, you may be able to filter based on the currently logged in user. For example, to set a filter where the owner equals the current logged in user, add a condition to the filter:

Owner equals _user.name fx

Enter a list of values for an "Is In" or "Is Not In" filter

If you want to select a set of records which have a field set to one of a range of possible values you can do this by selecting the "Is in" or "Is not in" comparator from the drop down list and then simply typing the list of values into the edit box to the right of the comparator as a comma separated list like this:

Country Is in England, France, Germany ABC

Alternatively, you can enter the comparison value as expression:

Country Is in ["England","France","Germany"] fx