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Filter Configurations

How to configure filters when customizing the App Builder

Filters allow you restrict which records are allowed to show in a view. This is done by setting up a test to compare one value to another value. If the test results are true, then the record will show. If false, the record will not show.

For any component that allows for filters, its configuration is found in the Properties panel. The below image shows the Filter configuration for an editable grid.

When the Add button is clicked, a mini pop up appears where you can configure the 'test' to see if a record is included or not.

Add a filter

To set up a filter, you will need to configure, at the very least, three things to form a condition:

  • Field: the first parameter for the test is a field in the table. Filters always compare the data from fields to a value.

  • Value: the third parameter is the value you want to compare to the field. This value can be anything, from typed in text to a component on the screen.

  • Condition: the second parameter is the operator used to compare the two values.

For example, in the below image:

any record will be included in the filter if it fulfills the following condition:

Table field

Condition

Value

First name

Is (equal)

Amy (Text)

Conditions

There are a number of conditions to compare values to. The conditions are dependent on the type of field and values are being compared.

All values

Text values

Numeric values

Date values

Is

Contains

Greater than

Is after

Is not

Does not contain

Is or greater than

Is on or after

Is empty

Starts with

Less than

Is before

Is not empty

Does not start with

Is or less than

Is before or after

Ends with

In list

Does not end with

Not in list

In list

Not in list

For any condition using a list, a list of terms separated by a comma needs to be provided. This list is usually created by character joining text fields together.

πŸ“Œ Note: The maximum amount of entries in a list is restricted to 2100 values.

Date Conditions

Comparing dates give more options.

You can compare the date to

  • A specific date

  • A component (control) on the screen

Compare date field to a component on the screen

When comparing a date field to a component on the screen, you can select how you want the values to be compared as:

  • Date only

  • Date and time

After selecting the component, click the icon () to select between the above options.

Compare date field to a Date

When comparing a date field to a date, there are a number of options available from the dropdown.

  • Exact date: Specify a date

  • Exact date and time: Specify a date and time

  • Yesterday

  • Today

  • Tomorrow

  • Last week

  • This week

  • Next week

  • Last month

  • This month

  • Next month

  • Last year

  • This year

  • Next year


Multiple Conditions

By clicking either plus icons, you can add more than one condition to further filter what records are permissable.

In the above image, only records which have the text "Amy" in its First name field and also has the IsActive field set to True.

All vs Any

Note you can change how the filters need to be fulfilled:

  • All: Every single condition must be true in order for the record to pass. If one condition fails, the record is not included in the filter.

  • Any: As long as at least one condition is true, then the record passes.

Advanced Filter Edit and Filter Groups

By clicking the advanced icon (), a larger panel opens up to help manage the conditions.

Using this advanced panel, you can also add filter groups. Filter groups allow for more complex expressions, in case you need to combine the Any and All comparsoin between different conditions.

For example, imagine setting up a filter on the Contacts table where:

  • Is Active is True

  • First name is Bob or Robert

  • Balance is between 1 and 1000

You would need to add this like

  • If ALL of the following are true:

    • IsActive field is True.

    • A group where ANY of the following are true:

      • FirstName field is "Bob"

      • FirstName field is "Robert"

    • A group where ANY of the following are true:

      • Balance field is greater or equal to 1

      • Balance fields i less than or equal to 1000

In Method, this will look like:

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