Adding a Filter to the Query Facet

The default behavior of a representation class Query facet is to display all records with no filter. This document provides infomation on how to add a filter to the Query facet.

  1. Open your representation class.
  2. In the Filters block of the Organization tab:
    1. Enter a unique code for the filter in the Code field.
    2. Enter a description for the filter in the Description field.
      The description will be displayed on the right-hand panel of the Query facet screen.
    3. Set Mandat to "No".
      If it set to "Yes", the filter will be permanent, the description will not be displayed, and the user will not have the option to switch the filter on or off.
      If it is set to "Yes" and the representation class has multiple filters, the additional filters will only show records that are available based on this filter.
    4. Set Default to "Yes". This filter will be applied when the Query facet is initially displayed.
      You can add multiple filters to a representation class, but only one can be the default filter.
    5. In Option condition, enter the formula used to select the records to display.
      You can enter the formula manually, or build it using a wizard. To do so, click the Actions button of the field and select Formula Wizard.
      Example: Formula [F:MYCLASS]MYSTA = 2 displays a library book loan record if the loan record is active.
  3. Save and validate your representation class.