How to use this powerful feature
First go to the form that has the data you would like to filter. This example uses the Evaluation History in the CollectorsMD database:
- First click the Show all button to make sure you are viewing all the records.
- On the top toolbar, select Advanced Filter / Sort.
- If necessary, remove any previous filter by highting the column and deleting it. This can be done at any point to clear a filter. See screenshot 1.
- In the first column lookup the field you would like to filter on. Screenshot 2 uses Type.
- Enter the term to search on between quotation marks, i.e. 'Low estimate'.
- If filtering on a date range then look at screenshot 3. The example will filter across all evaluation history records that have:
- Type = 'Low estimate'
- Dated range bigger than '01 February 2013' but smaller than '01 February 2015'.
- You can use a wildcard (*) when looking up text, i.e. '*estimate*' would filter all 'estimate' whether 'low' or 'high'. Note: the wildcard (*) must be inside the quotation marks.
- Once you have entered your criteria then click Apply Filter / Sort from the top toolbar.
|
1) Advanced filtering open with column highlighted
|
2) Looking up Type field
|
3) Filter criteria using a date range
|
|