<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/basictasks/000057" xml:lang="en">
   <Header>
      <Title>To use filters</Title>
      <Keyword type="header" order="d1e509781">
         <Level1>Filters</Level1>
      </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. You can also
		define a sort order for the filtered records. For more information, refer to <Link href="/baanerp/basictasks/000014" role="manual">Overview of filters</Link>.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <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>
      </Note>
      <GeneralSection>
         <SectionTitle>To apply a filter:</SectionTitle>
         <ProcedureList>
            <ListItem>On the <GUIRef href="" role="manual">View</GUIRef> menu, click <GUIRef href="" role="manual">Filter</GUIRef>. ERP Enterprise lists the available filters in a submenu.</ListItem>
            <ListItem>On the submenu, click the filter to be applied.</ListItem>
            <ListItem>Wait a few seconds while ERP Enterprise filters the records.</ListItem>
         </ProcedureList>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>To remove the filter:</SectionTitle>
         <ProcedureList>
            <ListItem>On the <GUIRef href="" role="manual">View</GUIRef> menu, click <GUIRef href="" role="manual">Filter</GUIRef>.</ListItem>
            <ListItem>On the submenu, click <GUIRef href="" role="manual">None</GUIRef>.</ListItem>
            <ListItem>Wait a few seconds while ERP Enterprise redisplays the
			 records.</ListItem>
         </ProcedureList>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>To define a filter:</SectionTitle>
         <ProcedureList>
            <ListItem>On the <GUIRef href="" role="manual">View</GUIRef> menu, click <GUIRef href="" role="manual">Filter</GUIRef>.</ListItem>
            <ListItem>On the submenu, click <GUIRef href="" role="manual">New</GUIRef>. The <GUIRef href="/baanerp/tt/adv/ttadv9593m000" role="session">Filters (ttadv9593m000)</GUIRef> session starts.</ListItem>
            <ListItem>Type a name for the filter in the <GUIRef href="" role="manual">Filter Name</GUIRef> field.</ListItem>
            <ListItem>Click <GUIRef href="" role="manual">New</GUIRef> to add a condition to the filter.</ListItem>
            <ListItem>In the <GUIRef href="" role="manual">Field Name</GUIRef> field, select the field
			 for which you want to specify a condition. You can only select a field that is
			 visible on the current tab of the overview session.</ListItem>
            <ListItem>In the <GUIRef href="" role="manual">Condition</GUIRef> field, select a condition.
			 For an explanation of the operators, refer to <Link href="/baanerp/basictasks/000058" role="manual">Operators used in filters</Link>.</ListItem>
            <ListItem>In the <GUIRef href="" role="manual">Value</GUIRef> field, enter the value to which
			 you want to compare the contents of the selected field. If the possible values
			 of the field are predefined, you can press CTRL+B to select a value.</ListItem>
         </ProcedureList>
         <Paragraph>If the value is alphanumeric, you must enter uppercase and
		  lowercase characters exactly as they appear in the overview session.</Paragraph>
         <Paragraph>Repeat steps 4 to 7 for every condition of the filter. If you
		  want to save the filter for future use, click <GUIRef href="" role="manual">Save</GUIRef>. On the <GUIRef href="" role="manual">Specific</GUIRef> menu in the <GUIRef href="/baanerp/tt/adv/ttadv9593m000" role="session">Filters (ttadv9593m000)</GUIRef> session, click <GUIRef href="" role="manual">Apply</GUIRef> to apply the
		  filter.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>To edit an existing filter:</SectionTitle>
         <ProcedureList>
            <ListItem>On the <GUIRef href="" role="manual">View</GUIRef> menu, click <GUIRef href="" role="manual">Filter</GUIRef>.</ListItem>
            <ListItem>On the submenu, click <GUIRef href="" role="manual">Edit</GUIRef>. The <GUIRef href="/baanerp/tt/adv/ttadv9593m000" role="session">Filters (ttadv9593m000)</GUIRef> session starts and displays the selected filter. To
			 display the filter that you want to edit, you can click <GUIRef href="" role="manual">New Group</GUIRef> and <GUIRef href="" role="manual">Previous Group</GUIRef>.</ListItem>
            <ListItem>To add conditions to the filter, click <GUIRef href="" role="manual">New</GUIRef>.</ListItem>
            <ListItem>To change an existing condition, double-click the condition
			 and make the required changes.</ListItem>
            <ListItem>To remove a condition, select the line and click <GUIRef href="" role="manual">Delete</GUIRef>.</ListItem>
            <ListItem>If you want to save the changed filter for future use, click <GUIRef href="" role="manual">Save</GUIRef>.</ListItem>
            <ListItem>On the <GUIRef href="" role="manual">Specific</GUIRef> menu in the <GUIRef href="/baanerp/tt/adv/ttadv9593m000" role="session">Filters (ttadv9593m000)</GUIRef> session, click <GUIRef href="" role="manual">Apply</GUIRef> to apply the
			 filter.</ListItem>
         </ProcedureList>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>To specify the sort order</SectionTitle>
         <ProcedureList>
            <ListIntro>If you create or edit a filter, you can add a sort order for
			 the filtered records. To specify the sort order of the filtered records, take
			 the following steps:</ListIntro>
            <ListItem>On the <GUIRef href="" role="manual">Specific</GUIRef> menu in the <GUIRef href="/baanerp/tt/adv/ttadv9593m000" role="session">Filters (ttadv9593m000)</GUIRef> session, click <GUIRef href="" role="manual">Define Sort Order</GUIRef>. The <GUIRef href="/baanerp/tt/adv/ttadv9193m001" role="session">Define Sort Order (ttadv9193m001)</GUIRef> session starts.</ListItem>
            <ListItem>In the <GUIRef href="" role="manual">Field Name</GUIRef> field, click the browse
			 button and then select the first field on which you want to sort the records.</ListItem>
            <ListItem>In the <GUIRef href="" role="manual">Order</GUIRef> field, select the order, which
			 can be <GUIRef href="" role="manual">Ascending</GUIRef> or <GUIRef href="" role="manual">Descending</GUIRef>.</ListItem>
            <ListItem>Repeat steps 2 and 3 to specify subsequent sort fields. ERP Enterprise sorts the records in
			 the order of the first field and within that list, in the order of the second
			 field, and so on.</ListItem>
            <ListItem>To save the sort order for the filter, click <GUIRef href="" role="manual">OK</GUIRef>.</ListItem>
         </ProcedureList>
         <Paragraph>If you apply the filter, ERP Enterprise sorts the records in
		  the specified order.</Paragraph>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>If there are many records, sorting the records can take
			 some time.</Paragraph>
         </Note>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>To set up a default filter:</SectionTitle>
         <ProcedureList>
            <ListItem>On the <GUIRef href="" role="manual">View</GUIRef> menu, click <GUIRef href="" role="manual">Filter</GUIRef>.</ListItem>
            <ListItem>On the submenu, click <GUIRef href="" role="manual">Edit</GUIRef>. The <GUIRef href="/baanerp/tt/adv/ttadv9593m000" role="session">Filters (ttadv9593m000)</GUIRef> session starts and displays the currently selected
			 filter. To display the filter that you want to set up as the default, you can
			 click <GUIRef href="" role="manual">New Group</GUIRef> and <GUIRef href="" role="manual">Previous Group</GUIRef>.</ListItem>
            <ListItem>On the <GUIRef href="" role="manual">Specific</GUIRef> menu in the <GUIRef href="/baanerp/tt/adv/ttadv9593m000" role="session">Filters (ttadv9593m000)</GUIRef> session, click <GUIRef href="" role="manual">Set as Default</GUIRef>.</ListItem>
         </ProcedureList>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>To delete a filter:</SectionTitle>
         <ProcedureList>
            <ListItem>On the <GUIRef href="" role="manual">View</GUIRef> menu, click <GUIRef href="" role="manual">Filter</GUIRef>.</ListItem>
            <ListItem>On the submenu, click <GUIRef href="" role="manual">Edit</GUIRef>. The <GUIRef href="/baanerp/tt/adv/ttadv9593m000" role="session">Filters (ttadv9593m000)</GUIRef> session starts and displays the selected filter. To
			 display the filter that you want to delete, you can click <GUIRef href="" role="manual">New Group</GUIRef> and <GUIRef href="" role="manual">Previous Group</GUIRef>.</ListItem>
            <ListItem>On the <GUIRef href="" role="manual">Specific</GUIRef> menu in the <GUIRef href="/baanerp/tt/adv/ttadv9593m000" role="session">Filters (ttadv9593m000)</GUIRef> session, click <GUIRef href="" role="manual">Delete Filter</GUIRef> to
			 delete the filter.</ListItem>
         </ProcedureList>
      </GeneralSection>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/basictasks/000014" role="manual">Overview of filters</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/basictasks/000058" role="manual">Operators used in filters</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/basictasks/000059" role="manual">Examples of conditions in filters</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>