Filter Search Pane

Filter Search Pane can be found within components like tables, Gantt charts, etc. that manages multiple data fields. Its purpose is to sift through raw data based on the values present in the columns, allowing users to refine and narrow down the displayed information according to specific criteria.

Click on the Filter Search icon to open Filter Search Pane.

Note: Sometimes certain fields might not be visible within a table but those fields can still be utilized as a Filter Search criteria.

Example: Following diagram shows fields in Filter Search pane (Order No(1),Customer No(2)) and their corrosponding columns within a table(a).

Filter Search and Table Column

More

You can use this option to add additional filteration fields to Filter Search Pane.

First, click More drop down menu to access all the fields associated with Filter Search Pane.
Enter a field name in the Filter fields section to locate the desired field.

Note : You can click the Reset button to deselect your selection and revert to the default checkbox field selections.

Finally, click the Checkbox next to a field to add it to the Filter Search Pane.

B : Favorites
		You can save your current filtered search to your favorites, allowing you to easily reuse the same filters by selecting the saved search from your favorites list.

C : Apply
		Apply your filters after selecting all the filter criteria by clicking the Apply button.

Saved Filter

Click on the Saved Filter drop down menu to View / Manage all the filter search configurations saved previously.

First, click on the Saved Filters drop down menu to View / Manage all the filter search configurations saved previously.
Next, click on any Saved Filter Title to add those filters to the section.
You can also click on Apply Latest Filter to perform the most recent filter search on the section.

How to Save a Filter Search

Use the Save Filter option to save your current filter configuration

Fill in the fields:
- Name: Fill the Name field with a desired name for the custom filter combination.
- Notes: Add any notes / comments regarding the filter combination in the Notes field.
- Search for: This section cannot be modified and it is prefilled with all the filter criteria you selected on Filter Search Pane.
- Order by: This section cannot be modified and it is prefilled with all the data organizing criteria.

How to Manage Saved Filters

Use the Manage Saved Filters option to save your current applied search filters

Click the Manage Saved Searches option to modify your saved page searches.
Next, click on the Saved Search drop down menu to select the Saved Search record you wish to modify.
Fill in the fields:
- Name: Modify the Name of the Saved Search.
- Notes: Modify the Notes of the Saved Search.
- Search for: This section cannot be modified and it is pre-filled with all the search criteria selected on Filter Search Pane.
Additional Options:

Order by: This section cannot be modified and it is prefilled with, records order by data.
Search: Apply the modifications and initiate search.
Delete: Delete the saved filter.
Cancel: Cancel the modification of saved filter.

3 Dot Menu

Click on the 3 dot menu to access additional capabilities in Filter Search Pane.

Filter Settings

Modify the Page Search interactions by utilizing the options in Search Settings menu.

1. Run Filter Section
define how the filter should be applied :

When criteria is changed: As soon as you change filter criterias, a filter search will be triggered automatically
Only when Search button pressed : System will wait until you press the Apply button to initiate a Filter search.

Modify the Page Search interactions by utilizing the options in Search Settings menu.

2. Startup Behavior Section
Select which data to be shown in the component when it first opened:

Show Default Data: Default data defined by the system administrator will be shown when you first open up a section

Use Filter: The filter will be applied according to your preferences below.

New Filter : Populate the data after applying a new filter.
Run Latest Filter : Populate the data according to most recently applied filter.
Saved Filter : Populate the data according to a saved filter.
- You can select a saved filter by using the drop down menu which appears when you select Saved filter radio button.

How to Filter Records Based on a Date/Time Value In a Different Time zone.

How to Filter Records According to a Different Time Zone

In the Filter Search Pane, Date/Time fields include a separate time zone selection drop down menu, allowing you to select a date/time values in a timezone other than your current working time zone.

Records added to the system could have been created with different date/time values in various time zones. After applying this condition to Page Search, all records created between 00:00 and 24:00 in your selected time zone on the chosen date will be displayed.

Note: Upon selecting a date/time value different from your current working timezone, a time zone badge will appear in the applied filter to indicate your chosen time zone.

Displaying Time Zone Badge

Short Keys Associated with Filter Search Pane

Refer to the short keys section explained on Page Search Pane.

Short Key	Name	Description
	Tab Key	Once you have your focus on the pane, use the Tab Key to move your focus among Land Marks from Left to Right.
+	Shift + Tab	Once you have your focus on the pane, use the Shift + Tab Key to move your focus among Land Marks from right to Left.

	Right Arrow Key	Once your focus is on the Page Search pane, use Right arrow key to move among items from left to right.
	Left Arrow Key	Once your focus is on the Page Search pane, use Left arrow key to move among items from right to Left.

	Down Arrow Key	Use down arrow key to collapse a section and move from Left to Right on Sub commands.
	Up Arrow Key	Use up arrow key to retract a collapsed section and move from Right to Left on Sub commands.


	Space Bar	Use Space key to Check / Uncheck check boxes.