How To Filter Records

Some forms contain a filter panel. This panel is used reduce number of records by filtering out only necessary results. For example, to obtain a list of records for some period of time, for some client or project, then in the filter panel, select appropriate from and to dates, a client, a user, a project or group of objects.

The figure shows a filter panel with example

The dropdown displays three different types of records:

All - Select all records in the dropdown
Selection - Select number of records. For example, select a few projects from project list
Joe Doe (example) - Select a single record

When "Selection" is selected, another window with two panels is displayed - list of records that have not been selected and list of records that have been selected. Special buttons, allows transferring records from one panel to another.

See also:
Login and exit appplication, Navigate throw pages, View record listings, View active and inactive record listings, Filter record listings, Adding, Editing and Deleting record listings