Filters screen

Filters the records on the Entity screen > Data tab.

Filters > Filter Configuration tab

Configures the filter criteria for the records.

Figure: Filters > Filter Configuration tab

Filters Filter Configuration tab

Fields

Field NameDefinition

Maximum Records

Function:
Specifies the maximum number of records to show on the Entity screen > Data tab.
Accepted Values:
An integer.
Default Value:
1000

Order By

Function:
Specifies the entity field to sequence how the records show on the Entity screen > Data tab.
Accepted Values:
An entity field from the list.
Default Value:
Last Modified Date

Order

Function:
Specifies the sort order the records show on the Entity screen > Data tab.
Accepted Values:
  • Ascending - Sorts the records in ascending order.
  • Descending - Sorts the records in descending order.
Default Value:
Descending

Close

Function:
Closes the Filters screen.

Reset

Function:
Restores the default settings for the Filters configuration.

Apply

Function:
Uses the configured filter options to show the list of records.

Filters > Filter Values tab

Configures the values for the entity fields to filter the records.

Figure: Filters > Filter Values tab

Filters Filter Values tab

Fields

Field NameDefinition

Entity Field Name

Function:
Shows the name of the entity field by which to filter the records.
Accepted Values:
Read only.

Comparer

Function:
Shows the operator to use in the filter.
Accepted Values:
Read only.

Value

Function:
Specifies a value for the entity field to filter the records to show on the Entity screen > Data tab.
Accepted Values:
One line of text (a string) with a value or partial value for the specified entity field.
Default Value:
None

Close

Function:
Closes the Filters screen.

Reset

Function:
Restores the default settings for the Filters configuration.

Apply

Function:
Uses the configured filter options to show the list of records.

Filters > Group Records tab

Configures how to group the records.

Figure: Filters > Group Records tab

Filters Group Records tab

Fields

Field NameDefinition

Group By

Function:
Specifies the entity field to group the records.

This field only shows the custom fields that are not configured as unique.

For more information, refer to the Is Unique field on the Entity screen > Fields tab.

Accepted Values:
An entity field from the list.
Default Value:
None

Close

Function:
Closes the Filters screen.

Reset

Function:
Restores the default settings for the Filters configuration.

Apply

Function:
Uses the configured filter options to show the list of records.

Filters > Show And Order Fields tab

Configures how to sort the entity fields.

Figure: Filters > Show And Order Fields tab

Filters Show And Order Fields tab

Fields

Field NameDefinition

Visible

Function:
Specifies whether to show the entity field on the Entity screen > Data tab.
Accepted Values:
  • On - Shows the entity field on the Data tab.
  • Off - Does not show the entity field on the Data tab.
Default Value:
On

Order

Function:
Specifies the order the entity fields show on the Entity screen > Data tab.
Accepted Values:
An integer.

Entity Field Names

Function:
Shows the list of entity fields added on the Entity screen > Fields tab.

This field only shows the custom fields that are not configured as unique.

For more information, refer to the Is Unique field on the Entity screen > Fields tab.

Accepted Values:
Read only.

Close

Function:
Closes the Filters screen.

Reset

Function:
Restores the default settings for the Filters configuration.

Apply

Function:
Uses the configured filter options to show the list of records.