Creatio mobile
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Mobile application filters

You can filter records in Creatio mobile app sections and details by the values specified in one or more columns. For example, using the filters you can quickly find an account by a name fragment or tasks by a specific customer.

The filter page

To access the filter, tap the icn_Funnel.png button to the right of the search field (Fig. 1) of the section or detail list. The filter page will open (Fig. 2).

Fig. 1 The filter button in a section

scr_mobile_overview_filter_button.png 

Note

In the [Activities] section, the filter is available in the section list view only.

Tap a column that you want to filter records by and specify the filter value.

Fig. 2 The filter page

scr_mobile_overview_filter_page.png 

When opened, the filter page displays the same columns as the corresponding section page. If the application is in the online mode, tap [Show more] to display all section columns. In the offline mode, only preliminary configured columns will be displayed.

Note

Use the [Search] field at the top of the filter page to quickly locate the needed columns.

Note

The columns in the section record page can be configured in the Mobile application wizard in the System designer of the desktop application.

After selecting the filter values, tap icn_apply.png to apply the filter. Filtered records will be displayed in the section or detail list (Fig. 3).

Fig. 3 Applying filters in a section

 scr_mobile_overview_filtered_section.png

The number at the top right of the “funnel” icon represents the number columns used in the currently applied filter.

Note

If a filter uses several columns, then only the values that match all filter conditions will be displayed after applying the filter (similar to using the "AND" logical operator to group filter conditions in the desktop application).

To change the filter conditions, tap icn_Funnel1.png.

Tap icn_cross.png to remove the logo.

Note

The filter settings will persist after updating the page or switching sections. The filters will reset upon logout.

Text column filters

If you need to filter data by a text column, e.g., by an account name, tap a text column on the filter page and enter the filter value (fully or partially) using keyboard (Fig. 4).

Fig. 4 Filtering by a text column

scr_mobile_overview_text_column_filter.png 

By default, all text column filters use the “starts with” condition. For example, if you enter the “Alpha” value in the [Name] column of the [Account] section and apply the filter, all companies with the name starting with “Alpha” will be displayed.

Use the “%” character to set “wildcard” filter values. For example, in the [Accounts] section, enter the "%Global" as the value of a [Name] column filter to display all companies that contain “Global” in their names (Fig. 5).

Fig. 5 Using the “%” character to specify text filter values

scr_mobile_overview_special_character_filter.png 

Lookup column filters

If you need to filter data by a lookup column, e.g., account industries, tap a lookup column and select the filter values from the list of the corresponding lookup records. If several lookup values are selected, the records that contain any of selected values will match this filter. For example, you can view all accounts whose industry is either "Advertising", "Business services" or "Construction" (Fig. 6).

Fig. 6 Filtering by a lookup column

 scr_mobile_overview_lookup_column_filter.png

Date column filters

The filter by the date column can be set as a date range manually via date/time data picker or selected from presets.

To select date via the calendar (Fig. 7), tap the [Since] and/or [Till] field, select date and time and tap the [Select] button. To cancel the operation, tap [Close] and to clear the filter field, tap [Reset].

Fig. 7 Calendar for selecting values

 scr_mobile_overview_date_picker.png

As a result, after applying the filter, Creatio will display a list of records, where corresponding date value falls within the specified filter range. For example, you can view all activities created from 10/15/2017 and 11/2/2017.(Fig. 8)

Fig. 8 The date column filtering

scr_mobile_overview_date_filter.png 

Date/time filter presets (Fig. 9) contain most commonly used filter settings.

Fig. 9 Date/time filter presets

 scr_mobile_overview_date_preset.png

For example, you can view all activities that are due next week.

Numeric column filters

The filter value for the number column is selected as a range of numbers. To enter filter value, tap it and specify the boundaries of the numeric range in the [From] and/or [To] field, using keyboard. For example, you can view all contacts whose profile is from 50 to 95 percent complete (Fig. 10).

Fig. 10 The numeric column filtering

scr_mobile_overview_numeric_filter.png 

Quick filters in the [Activities] section

In addition to the standard filter icn_Funnel00001.png, the [Activities] section has two "quick filters": by activity start/end dates and by owner. Quick filters are permanently displayed at the top of the section in both list and the calendar views.

Note

Filtering by owner is described in the "Viewing the calendar of another owner." article.

The "Period" filter manages the period for which the calendar is shown. You can set the date manually, by tapping icn_left_arrow.png or  icn_right_arrow.png at the top of the page (Fig. 11). You can also access filter presets by tapping icn_presets.png.

Fig. 11 Start/end date in the [Activities] section

scr_mobile_overview_activities_dates.png 

You can also use standard filter settings along with the quick filters. For example, you can display all activities for the "Alpha" company in the previous week, by selecting the "Previous week" quick filter preset and setting a standard filter by the [Account] field (Fig. 12).

Fig. 12 Filtering of the activities

scr_mobile_overview_activities_filter.png 

Note

When a standard filter is applied in the activity calendar, access to the quick filters is not available. To access the quick filters, remove the standard filter.

See also

Mobile application list

Mobile application section page

How to edit section records in the mobile application

Video tutorials

Mobile app wizard

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