Setup Filters and Search Templates Estimated reading: 3 minutes Administrators can see and manage all filters and search templates of all users (even those that are not shared). If it is desired to edit a filter/search template, it must first be shared with the admin’s account.Under [Setup -> Filter] in the navigation menu, an admin can create, manage, publish and delete filters and search templates. Filter groups To enable management independently of tables, individual filter groups can be assigned to each filter/search template.Filters in selection menus are sorted according to filter groups.These filter groups also make it possible to set a group as a parameter in the [Filter] context menu in the form editor and thus limit the filter selection to filters in the filter group. Fig. Create and manage filter groups Create filter group Under [Admin -> Setup -> Filter -> Filter groups], the admin can create a new filter group by entering a name in the “Name” field and clicking on “Create filter group”. The newly created filter group can now be seen in the list with an automatically created ID and its name. Edit filter group A filter group can be edited under [Admin -> Setup -> Filter -> Filter groups]. The name can be easily changed by clicking on the previous name, changing it and pressing ENTER to save. A filter group can also be set to “Internal”. This means that the filter is intended for automated use by programs/scripts and is not displayed in selection menus. Delete filter group Under [Admin -> Setup -> Filter -> Filter groups], a filter group can be deleted by clicking on the dustbin symbol. Assign filter group A filter group can be assigned to a filter directly when it is created or subsequently. The assignment can be changed by the admin at any time. To do this, an already created filter group must be selected from the drop-down menu. Fig. Assign filter group Filter Under [Admin -> Setup -> Filter -> Grouped by table/Grouped by filter group], the admin can create, administer, publish and delete filters and search templates. Under [Grouped by table], all filters and search templates are sorted according to the tables to which they belong. Under [Grouped by filter group], all filters and search templates are sorted according to their filter groups. The functionality is the same for both. Create filter You can create a filter by filling in the fields “Name”, “Table” and “Filter group”. Name: Name of the filter (mandatory)Table: Table to which the filter should belong (mandatory under [Grouped by table]; if no table name is entered under [Grouped by filter group], “extension only” is automatically entered)Filter group: Filter group to which the filter should belong (mandatory under [Grouped by filter group]) Fig. Create filter Apply filter The use of filters and search templates works the same for the admin as for the user. See Search and filters. Manage filters What?Where?DescriptionRename filterField “name”The name can be changed by clicking on the previous name.Change filter groupField “filter group”A new filter group or no filter group at all can be selected.Show filter in tableGrid iconThe filter is applied to the corresponding table and the result is displayed.RemarkPen iconA comment can be added to the filter. Publish filter Filters can be shared with other users or user groups. See Search and filters. To display only the published filters, a tick must be placed next to “Published filters only”. Delete filter The filter can be deleted by clicking on the dustbin symbol.
