Interfaces can be configured to display a subset of your data based on a field value, record categories, user groups and more. This allows users to create multiple interfaces, each with its own view on the data.
To filter an Interface to only display certain data, open the Interface Builder by clicking Interfaces, then the name of the desired Interface.
Click Filter & Sort and find the Field Filter setting as shown below:
The Field Filter setting is a powerful control that allows creation of both simple and complex logical expressions to determine what data will be included in the Interface.
To create a simple field filter, click Add Filter, which provides the below display:
In the first dropdown list, choose the field that will be used for the filter. For example, to include only records where "State" is "Wisconsin", select as shown below:
This control supports categories as well. In the below example, the filter includes locations in Category 1 and Category 2.
Combining Filters
Multiple filters can be combined together by clicking Add Filter again. To combine the example filters above to include records in Wisconsin that are also in both Category 1 and Category 2, the Field Filter should be configured as shown below.
When multiple filters are added, a Logical Operator dropdown appears, shown above in the first filter as "AND". This allows control over how filters are logically combined. Changing "AND" to "OR" above would yield all locations in Wisconsin or records in both Category 1 and Category 2.
Grouping Filters
Grouping Filters allows for control over how the logical combinations are made. Consider the following expression:
All locations in Wisconsin or California AND in Category 1 or Category2.
This requires combination of the field filters in order to ensure the expressions are evaluated in the proper order. In order to implement the example expression above the group boundaries are shown below as parenthesis.
(Wisconsin OR California) AND (Category 1 OR Category2)
To create this filter, configure the Field Filter setting as shown below:
Each Field Filter set as a Start Group must have a corresponding Field Filter with End Group set. The Field Filter with Start Group set must appear before the Field Filter with End Group set.
For groups with more than two filters, the "inner" filters must be set to "No Grouping"