A filter effectively hides from view information that does not meet its criteria. A filter can be applied to any List Screen and can be applied to one, or a combination, of the fields within the Grouping Area.
NOTE: To group, sort or filter the Schedule View, the option to "Allow Grouping and Filters" must be enabled.
| 1. | Select Utilities > Configure > Schedule Settings from the Menu Bar. |
| 2. | Click the Allow Grouping & Filters option to toggle it on or off. |
Once set, this option will be retained by Prime for future use.
Applying a Filter
| 1. | If necessary, add a Column heading or headings to the Grouping Area: |
| i. | Right-click in the Data Area. |
| ii. | Select View Options > " Edit Displayed Data" from the subsequent menus. |
| iii. | Drag the appropriate field name from the Customization box to the required point in the Grouping Area and release the mouse button. |
| iv. | Repeat if required, and then close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: The data refresh may take up to a minute to complete depending on the quantity of data affected. Do NOT attempt to re-close the Customization box whilst the data refresh is in progress). |
| 2. | Click the down arrow on any of the field names within the Grouping Area and select the required filter type: |
| • | (All) – displays all data (and therefore removes any previously applied filters). |
| • | (Custom) – allows complex filtering across a range of criteria (see the "Custom Filters" section for more information). |
| • | (Blanks) – displays all items which have a blank value in the currently selected heading. |
| • | (NonBlanks) – displays all items which do NOT have a blank value in the currently selected heading. |
The down arrow will change colour to indicate that a filter has been applied. Once a filter is applied, a Customize bar will appear at the foot of the Data Area.
Removing a Filter
To remove a filter, but retain the grouping heading, either:
| 1. | Click the down arrow on the required field. |
| 2. | Select the "(All)" option from the subsequent listing. |
(NOTE: If filters have been applied to more than one field, repeat the above steps to remove the filters on each field);
or
| 1. | Click the cross on the Customize bar. (NOTE: This will clear all filter criteria currently applied). |
To remove both a filter and a grouping:
| 1. | Click the down arrow on the required field. |
| 2. | Select the (All) option from the subsequent listing. |
| 3. | Right-click in the grouping area and select View Options > " Edit Displayed Data" from the subsequent menus. |
| 4. | Drag the required field name to the Customization box and release the mouse button. (NOTE: If the filter has not been removed before the grouping option is undone, then a filtered view of the data will continue to be presented). |
| 5. | Repeat steps 1-4 as required. |
| 6. | Close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: If Prime is exited before the refresh has taken place, the filter will be retained by Prime for future use). |