Forms: Filter
Filters are available in many of PhixFlow's views which display lists of objects.
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Filters allow you to filter data in a chart. Filters are made up of a set of clauses; each clause in turn contains a number of conditions.
You can name and save filters for future use, or use them temporarily.
Buttons:
| Apply the filter without saving it. |
| Save without closing. | |
| Save and close. |
Filter tab
If you want to save this filter for future use, enter details and save.
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| Field | Description |
|---|---|
| Name | The |
| name of the Filter. | |
| Private | This field will only be visible to users with the 'Create Public Filters' privilege. Tick this field if this Filter should only be available to the user who created it |
Form Icons
The form provides the standard form icons as well as the following:
Applies the filter without saving it. | |
Save as. |
Form: Conditions
. If this field is not visible then the filter will be private. | |
| Protect during import | Tick this field to prevent this Filter being updated or deleted during import. |
| Access Permissions | |
|---|---|
| This section will only be visible to users with the 'Create Public Filters' privilege. | |
| All Users Can View Filter | This field is only visible if Private is not ticked. Tick this field if all users with permission to view filters should be able to view this filter. |
| User Groups | If 'All Users Can View Filter' is not ticked, select the user groups who will be able to view this filter. |
Build a filter by adding conditions and clauses.
| Add a clause to the filter. Hover over the editor to the right of a condition to see this button. |
 | Delete the selected clause or condition from the filter. Hover over the editor to the right of a condition or clause to see this button. |
 | The value entered is a literal value. Click this icon to change this, if you want to use an expression. |
 | The value entered is an expression. Click this icon to change this, if you want to enter a literal value. |
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
Description tab
| Field | Description |
|---|---|
| Description | Description of the Filter. |