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  1. Preface
  2. Introduction
  3. Getting Started
  4. Data Director with Business Entities
  5. Data Director with Subject Areas
  6. Hierarchies and Relationships
  7. Workflows and Reviews

Creating Filters for Child Records

Creating Filters for Child Records

In the child tab, if there are multiple child records, you can filter the child records based on the column name and its values to view only a specific (or subset) of entries. All the filters created in the data view are only temporary for that session, when the record is closed, you will lose all the created filters.
Filtering option is only available for One:Many and Many:Many child relationships. Also, if multiple filter conditions are applied, the result contains all the records that satisfy the AND condition and if multiple conditions are set for the same column, the result contains all the records that satisfy the OR condition.
  1. In the
    Data
    view, click the child tab and click the
    Filter
    button.
    The
    Filter
    dialog box appears.
  2. In the
    Column
    drop-down list, select a column value.
    • Only column names of strings and numbers data types are supported for display in the
      Column
      drop-down list.
    • Lookup values are not displayed in the
      Column
      drop-down list.
  3. Select one of the following filter conditions from the drop-down list:
    Available for Data Type
    Condition
    Description
    Strings and Numbers
    =
    Column value must be equal to the filter criteria
    Strings and Numbers
    !=
    Column value must not be equal to the filter criteria
    Numbers
    >
    Column value must be greater than the filter criteria
    Numbers
    <
    Column value must be lesser than the filter criteria
    Numbers
    >=
    Column value must be greater than or equal to the filter criteria
    Numbers
    <=
    Column value must be lesser than or equal to the filter criteria
    Strings and Numbers
    Is NULL
    Column value must be null for inclusion in the filter results
    Strings and Numbers
    Is not NULL
    Column value must not be null for inclusion in the filter results
    Strings
    Starts with
    Column value must start with the filter criteria
    Strings
    Ends with
    Column value must end with the filter criteria
    Strings
    Contains
    Column value must contain the filter criteria
    Numbers
    Between
    Column value must be between the filter criteria
  4. In the
    Value
    field, enter a filter criteria.
  5. If you want to create an additional filter condition, click the add button (green plus button).
    If you want to delete a filter condition, click the delete button (red cross button).
  6. Click
    Apply
    .
    If you want to clear filter, click the
    Clear Filter
    button.

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