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protogrid:filter [2020-07-01 17:39] – mha | protogrid:filter [2023-05-16 13:57] (current) – [Filter] dru | ||
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====== Filter ====== | ====== Filter ====== | ||
- | Protogrid has built-in filter mechanisms which are enabled by default for the most common use cases. For example if you have embedded a tableview on a proto for displaying next working steps the displayed entries are automatically filtered so only those next working steps are shown which are assigned to the current responsible (which is stored | + | Protogrid has built-in filter mechanisms which are enabled by default for the most common use cases. For example if you have embedded a tableview on a proto for displaying next working steps the displayed entries are automatically filtered so only those next working steps are shown which are assigned to the current responsible (which is placed |
- | For every field type you can control specific behavioral aspects which are related to data filtering. For tableviews you can select from 4 types of filter fields to allow users dynamically limiting the data available. | + | For every field type you can control specific behavioral aspects which are related to data filtering. |
- | Additionally to data filters Protogrid provides 2 data security features to restrict access to data: "Read Access Role Definition" | + | Additionally to data filters Protogrid provides 2 data security features to restrict access to data: "Read Access Role Definition" |
+ | ==== Filter Options ==== | ||
+ | Depending on the field type you have any of the following filtering options available for a field definition: | ||
+ | |||
+ | === Limit Using Compatible Filters on the same Card === | ||
+ | |||
+ | Available for: Relation Field Definition, Tag Field Definition | ||
+ | |||
+ | The available choices are filtered using neighboring relation fields and filters that use the same Proto as a relation field in the target data. | ||
+ | |||
+ | === Additional filter based on read access setting === | ||
+ | |||
+ | Available for: Relation Field Definition | ||
+ | |||
+ | The available choices are filtered based on the read access rights of the target data. The system default is that users can see the shortname of a card, even when the card itself is resticted from access using a read access role definition. | ||
+ | |||
+ | === Disable filter effect on neighboured fields on the same card === | ||
+ | |||
+ | Available for: Relation Field Definition | ||
+ | |||
+ | With this option you can disable the filtering effect on neighboring relation or tags fields. | ||
+ | |||
+ | === Filtering of cards represented in this field === | ||
+ | |||
+ | Available for: TableView Definition | ||
+ | |||
+ | With this option you can control if the TableView is filtered at all, only by filter fields, only by relation fields, or both. | ||
==== Filter Fields ==== | ==== Filter Fields ==== | ||
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* Number Filter Field | * Number Filter Field | ||
* Date Filter Field | * Date Filter Field | ||
- | |||
- | Hint: if you want to combine multiple filter fields for tableview filtering the target fields must have activated the option " | ||
- | |||
- | {{https:// | ||
=== Relation Filter === | === Relation Filter === | ||
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=== Text Filter === | === Text Filter === | ||
- | A text filter field let's the user enter any input. | + | A text filter field let's the user enter any input. Filtering occurs only on full match of the input term. |
+ | |||
+ | Please note that the content of text fields is relevant for filtering only up to and including the 300th character. | ||
=== Number Filter === | === Number Filter === | ||
- | A number filter field let's the user enter any input. | + | A number filter field let's the user enter any input. Filtering occurs only on full match of the input number. |
=== Date Filter === | === Date Filter === | ||
A date filter field provides a date picker to select a date. Filtering for time values is not supported. | A date filter field provides a date picker to select a date. Filtering for time values is not supported. | ||
- | + | ||
=== Example: Creating a Relation Filter to filter a Table View === | === Example: Creating a Relation Filter to filter a Table View === |