Navigation:  Using AdaptAccounts >     Using the Filter dialog

Use the Filter dialog to view just a subset of records you’re interested in, instead of viewing all the records in a table.

 

Click this button or use View | Filter... to open the Filter dialog box.

You can apply filters to more than one field in the table.
You could apply a By Value filter to one field and a By Range filter to another field.

 
For example, you could apply a By Value filter to the State field and a By Range filter to the CreditLimit field within the same filter.

 
When you apply filters to more than one field then only records that satisfy all the filters are selected.

 

Within a Value filter you can also select a specific type of data match to be performed within the field, such as "From beginning of field", "Anywhere within the field", and "Exact match". You can also check the Case Sensitive box to have the Filter perform a case-sensitive match.

 

 

Fields        

Displays the list of fields that you can search on

All | Searched

If the All Fields tab page is selected, then the Fields listbox displays all fields.
If the Searched Fields tab page is selected, the Fields listbox displays only fields where you have applied a filter.

 

Field Order        

If Alphabetic Field Order is selected then the Fields listbox is ordered alphabetically.
If Logical is selected then the fields are displayed in their natural order within the database table.

 

View Summary Button        

Click this button to view a summary of the current search criteria.

 

New Search Button        

Click this button to clear an existing filter from the table.
There are two reasons to do this...

1) so you can enter a new filter.

2) or so you can exit the Filter dialog view all the records again.

 

By Value

By Value is most suitable for text fields such name, city etc.

It applies to the currently selected field in the Fields listbox.
Specify the filter value for this field in Field Value.
Click the adjacent Clear button to clear the Field Value.
Specify a search type of Exact Match to find exact matches of the Field Value.
Specify Partial Match at Beginning or Partial Match Anywhere to find partial matches of the Field Value.
Check Case Sensitive to make the comparison consider case. Uncheck Case Sensitive to make the comparison ignore case.

 

By Range        

By Range is most suitable for number and date fields.

Specify both Starting Range and Ending Range.
For example, to select only positive values (and where the highest possible value would be something like 9999999) then set Starting Range to 0 and Ending Range to 9999999.
Remember that ranges are sensitive to the sign of a number.
So, for example, to select only negative values (and where the lowest possible value would be something like -999999) then set Starting Range to -999999 and Ending Range to 0.
Click the adjacent Clear button to clear a range value.