Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Standard filter

The standard filter is used to search for records either in the section or on the details by the values specified in one or more columns. For example, to search for all companies of a specified type or activities that have a specified status and priority.

Fig. 1 Standard filter in the [Activities] section

scr_filters_standard_filter_example.png 

Contents

Applying standard filters in sections

Applying multiple standard filters for the section

Applying a standard filter for the detail

Applying multiple standard filters for a detail

Removing the filter panel from the detail

Applying standard filters in sections

1.From the [Filter] menu, select the [Add condition] option (Fig. 2).

Fig. 2 Adding standard filter conditions for the section

scr_filters_standard_filter_select.png 

2.In the appeared fields, specify a filter condition. Select a column that you want to search records by and specify the column value (fully or partially). To apply the filter conditions, click the btn_com_apply.png button (Fig. 3).

Fig. 3 Applying standard filter conditions for the section

scr_filters_standard_filter_apply.png 

As a result, the section list will display the records that match the applied filter condition.

Applying multiple standard filters for the section

You can apply more than one standard filter in a section. To add more filters, select the [Add condition] option from the [Filter] menu once again and specify a filter condition. Once several standard filters are applied, the list will contain only those records that match all filter conditions.

Applying a standard filter for the detail

1.Select the [Apply filter] option from the btn_detail_menu.png menu (Fig. 4).

Fig. 4 Adding standard filter conditions for the detail

scr_filters_set_detail_filter.png 

2.In the appeared fields, specify a filter condition. Select a column that you want to search records by and specify the column value (fully or partially). To apply the filter conditions, click the btn_com_apply00001.png button (Fig. 5).

Fig. 5 Applying standard filter conditions for the detail

scr_filters_set_detail_filter2.png 

As a result, the detail list will display the records that match the applied filter condition.

Note

Applying filter condition is possible only for the details with lists.

Applying multiple standard filters for a detail

You can apply more than one standard filter for a detail. To add more filters, click the btn_detail_filter.png button and specify a filter condition. Once several standard filters are applied, the detail will contain only those records that match all filter conditions.

Removing the filter panel from the detail

The filter panel will be automatically hidden after the page update. To hide the filter panel manually, select the [Hide filter] option in the btn_detail_menu00002.png menu (Fig. 6).

Fig. 6 Hiding filter panel on the detail

scr_filters_hide_detail_filter.png 

Attention

This action is available if no other filter conditions are applied.

Note

The filter conditions will not be reset if you can expand and collapse the detail (by clicking the btn_detail_show_and_hide.png button).

See also

Quick filter

Advanced filter

Video tutorials

Creatio interface overview

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