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Filter Builder Dialog

This Help File Page was last Modified on 05/02/2016

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The Filter Builder dialog is available within several Forms in MKMS.

Creating a new Filter or Enhancing the Custom Filter:

The Filter Builder dialog is available throughout MKMS on the Ribbon Menu at the bottom of some Forms.

Once defined, a Custom Filter may be further refined or expanded by Clicking the "Customize..." button at the bottom right side of the Filter Criteria line within a Grid.

 

In either case, the Filter Builder dialog will be displayed (with any Custom Filter information already inserted, if available).

 

HelpFilesAccountsReceivableCustomize-FilterBuilder

 

press the button to add a new condition - Click this button bar to insert a new filter line

By default, the first field name in the Header of the associated Grid will be displayed.

However, you may Click that field name to open a Drop Down Selection List of all available field names in the Grid.

Choose the desired field name and it will replace the default field name.

The default logic name is displayed next to that field name (e.g., =, >=, Like)

Click that logic name to open a Drop Down Selection List of all available logic names/types.

Choose the desired logic name/type

Enter the appropriate condition Value.

Repeat this process as needed to define the filter that is needed.

 

Open - Display an Open an existing filter dialog which may be used to reload a previously saved Filter (see Save As below).

Save As - If you will need to use this exact filter again, Click the Save As... button and name this filter.

Apply - To implement this filer, Click the Apply or the OK button.