User Guide

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Filtering Child Records

In a Business Entity view, you can filter records based on the field values of the child or grandchild records. Filters are enabled when the number of records in a child record section exceeds four records. Even though the child records might be listed in multiple pages, the filters are applied to the entire set of child records.

When you navigate away from the Business Entity view, the filters are cleared. When you switch between the form and table views, the filters persist.

In the form view, when you filter by date, the records are filtered by date but not by time.

Expand a child record section.

Click the

Filter

icon.

Filters popup appears.

The following image shows a Business Entity filter.

Select the filter criteria, and click

The filters are applied, and the records that satisfy all the filter criteria are displayed.

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User Guide

User Guide

Filtering Child Records

Filtering Child Records