Creator Help

Set Filters

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Auto Filters

Filters are a set of named criteria that allows you to select only specific entries in a view. Zoho Creator creates default filters for the fields belonging to any of the following types. These filters are called "Auto filters".

  • Dropdown fields
  • Multi Select fields
  • Lookup fields
  • Date and Time fields

If your form contains any of the above field types, the corresponding field names will be displayed in the GUI as shown below, when you select the Set Filters option for a view in Edit maode. For example, in the Employee form, the field Department is a single-select picklist field. Hence, it is displayed as a default filter, as shown below in addition to the date-time fields. You can enable/disable the auto filters by selecting/deselecting the show check-box. By default, it is enabled.

When you access the view, the filters will be displayed in the Filter list-box as shown below. The name of the field will be taken as the name of the filter. The values for the fields will get displayed in the Filters drop down list. Selecting a filter name, will display only those records that satisfy the filter criteria. For example, if the Department is selected as "Engineering",only those employees in the Engineering department will be listed.

Note:

  • To sort the option in the filter list of a drop-down/lookup fields, set the option "Show choices in alphabetical order". The values will be displayed in alphabetical order in the filter list.
  • Sorting a filter list for a date-time field is not yet supported.
  • Date-Time filter list is sorted based on added time in ascending order and limits to 50 values.

Custom Filters

Custom filters are a set of named criteria that can be defined by the user. At present, only simple criteria can be defined in the GUI mode. To create more complex filter, refer the topic Deluge Reference ->Criteria/filters in Views.

To create a custom filter,

  1. Select the View from the View tab, in Edit mode.
  2. Select New Custom filter displayed in the Set Filters dialog.
  3. Specify the custom filter name and the condition based on which the records will be filtered.
  4. If you have specified more than one condition and the filter needs to match all the conditions, select the match all radio button.
  5. If you have specified more than one condition and the filter needs to match any one condition, select the match any radio button.
  6. In the Live mode, the auto filters and custom filters will be listed in the Filter list-box.

The custom filters configured in the GUI will be added to the view definition. To view the definition, select More Actions -> View Definition from the View header. Refer the topic Deluge Reference ->Criteria/filters in Views to create views with complex criteria and filters.

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