<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/basictasks/000014" xml:lang="en">
   <Header>
      <Title>Overview of filters</Title>
      <Keyword type="header" order="d1e474216">
         <Level1>Filters</Level1>
      </Keyword>
      <Keyword type="header" order="d1e474219">
         <Level1>Records</Level1>
         <Level2>to filter</Level2>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph>To display a specific subset of records in an overview session,
		you can define a filter and apply the filter to the session. A filter consists
		of one or more conditions that the displayed records fulfill. For example, in
		the <GUIRef href="/baanerp/td/sls/tdsls4100m000" role="session">Sales Orders (tdsls4100m000)</GUIRef> session you can define a filter to display only the
		sales orders from a specific business partner that were created after a
		specific date and time.</Paragraph>
      <List>
         <ListIntro>In general, two types of filtering are available:</ListIntro>
         <ListItemHead>Easy filtering</ListItemHead>
         <ListItem>
            <Paragraph>Easy filtering allows you to enter filter criteria on the
			 column headings of an overview session.</Paragraph>
            <Paragraph>Easy filtering is available only in the WebTop client.</Paragraph>
         </ListItem>
         <ListItemHead>Advanced filtering</ListItemHead>
         <ListItem>
            <Paragraph>Advanced filtering enables you do define complex filters and
			 store these filters for later use. You can define these filters for personal
			 use and an administrator can define filters for system-wide use. Each filter is
			 identified by a name.</Paragraph>
            <Paragraph>Advanced filtering is available in both the WebTop client
			 and the Worktop client.</Paragraph>
         </ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Easy filtering</SectionTitle>
      <Paragraph>Easy filtering is available in the WebTop client only.</Paragraph>
      <Paragraph>To make easy filtering available, on the <GUIRef href="" role="manual" Update="No">View</GUIRef> menu, point to <GUIRef href="" role="manual" Update="No">Filter</GUIRef>,
		and then click <GUIRef href="" role="manual" Update="No">Easy Filtering</GUIRef>. Alternatively,
		click the <HTML:IMG xmlns:HTML="http://www.w3.org/TR/REC-html40" width="16" height="19"
                   SRC="../images/filter.gif"
                   alt="[...]"/> button. New filter fields appear in each column heading.</Paragraph>
      <Paragraph>To use easy filtering after you made easy filtering available,
		enter a value in a filter field.</Paragraph>
      <Paragraph>If you apply an advanced filter first, and then activate easy
		filtering and enter a filter criterion on a column, the advanced filtering
		criteria on the same column are lost.</Paragraph>
      <Paragraph>For more information, refer to <Link href="/baanerp/basictasks/000074" role="manual">Easy filtering</Link>.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Advanced filtering</SectionTitle>
      <List>
         <ListIntro>You can filter the records on the fields that:</ListIntro>
         <ListItem>Are stored in the session's main table.</ListItem>
         <ListItem>Are displayed in both the overview session and the details
		  session.</ListItem>
      </List>
      <Paragraph>You can create a filter and save it so that you can reuse the
		filter when you need it. For example, in the <GUIRef href="/baanerp/td/sls/tdsls4100m000" role="session">Sales Orders (tdsls4100m000)</GUIRef> session you can define filters to display the sales
		orders of each of your business partners, and save the filters. When you start
		the <GUIRef href="/baanerp/td/sls/tdsls4100m000" role="session">Sales Orders (tdsls4100m000)</GUIRef> session, you can select one of the filters to display
		the sales orders of one business partner.</Paragraph>
      <Paragraph>You can set up a default filter. When you start the session, LN automatically applies
		the default filter.</Paragraph>
      <Paragraph>You can add a sort order to a filter. LN displays the filtered
		records in the specified sort order. For example, if you specify a filter in
		the <GUIRef href="/baanerp/td/sls/tdsls4100m000" role="session">Sales Orders (tdsls4100m000)</GUIRef> session, you can sort the sales orders by sales office.</Paragraph>
      <Paragraph>Usually, a filter is only available for the user who created the
		filter. However, a superuser can publish a filter so that the filter becomes
		available for all users. Published filters appear in the <GUIRef href="" role="manual">Filter</GUIRef> menu with <Emphasis>(public)</Emphasis> added to the
		filter name. Normal users cannot change published filters.</Paragraph>
      <Paragraph>If a normal user uses the <GUIRef href="" role="manual">Edit</GUIRef> command on the <GUIRef href="" role="manual">Filter</GUIRef> menu to modify a published filter, the filter appears,
		but all maintain options are unavailable.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>If the records in a session are filtered, LN displays the name of
		  the applied filter in the session title bar.</Paragraph>
      </Note>
      <Paragraph>If <GUIRef href="" role="manual">Filter</GUIRef> is not available on the <GUIRef href="" role="manual">View</GUIRef> menu, you cannot apply a filter to the session.</Paragraph>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/basictasks/000074" role="manual">Easy filtering</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/basictasks/000057" role="manual">To use filters</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/basictasks/000058" role="manual">Operators used in filters</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>