Filter Grid Records

Most forms in the system have a Grid tab. It is used for viewing, entering, or editing records in a spreadsheet format. You can filter records on the Grid tab so that you can easily locate a specific record or set of records.

Filtering helps you to find specific data that you are interested in. This can be useful when you need to edit a specific value for a specific group of records because it allows you to display only the records you need to change.
  1. In the toolbar, click the Grid icon, and then select the Filter Bar from the menu. You can also right-click in the grid and select Filter Bar from the context menu. The filter bar displays above the first line in the grid.
  2. In the filter bar of the desired column(s), enter the filtering criteria. The more characters you enter in a column, the more filtered the records. Likewise, the more columns you filter by, the more specific the records returned will be.
  3. When you are finished filtering, you can either:
    • Clear the filters by selecting Clear All Filters from the View menu or from the Grid icon in the toolbar, or by right-clicking in the grid and selecting Clear All Filters from the context menu.
    • Deactivate the filter bar by clicking the Grid button in the tool bar, and then clearing the Filter Bar checkbox from the context menu. You can also right-click in the grid and clear the Filter Bar from the context menu.
    Note: You can add records to the grid while in filter mode. However, filtering restricts the display of records, so use the F4 lookup to ensure the record you are trying to add does not already exist. If you do enter a value that already exists, you will receive a message indicating the record already exists. You will need to enter a different value to continue.