Section 3: Navigating and Data Entry > Browsing Tables

Group Filters

Besides typing in field filter text phrases in each column (see Filtering or Searching Data by Column (Field Filters)), a number of useful group filters are preprogrammed for quick selection. Group filters allow for records in a browse window to be limited to only those that meet a logical set of conditions (e.g. all active customers, all subcontracted repair orders, all unpaid invoices). Turning on some group filters may also speed up data access in the browse window since fewer records are being displayed.

To activate a group filter click the  button on the toolbar, or select View  Group Filters  from the main menu and then select a group filter from the dropdown list that appears. The first selection in each category list is always no filter (i.e. all records are included). If a group filter other than the first item is selected then the filter button on the toolbar will appear depressed as a reminder that only a subset of all records is being displayed.

Some group filters are remembered from session to session for each user, while others reset to no filter each time the browse module or the program itself is closed and re-opened. Details regarding the group filters in each module are discussed in their corresponding sections of this guide.

To prevent group filters from being accidentally changed by a particular user, toggle the lock status of all browse view settings on or off by selecting View  Lock View Settings from the main menu while logged in as that user.


Limiting the Size of Search Results