4.1.4.5 Forms Wizard, Step 3, Default Filters

Abbreviations,used in manual:

FW - Form Wizard

DD - Drop Down

Default Filters display only filtered data in FWs using predefined filters with conditions. Default Filters won’t change the KPI calculation(s) unlike the Filter Form feature.  

Follow the next steps:

1. Go to a specific FW, Step 3, “Edit Setting”, and scroll down to the "Default Filters" section. Click "Add Filter".

Note: You can create as many Default Filters as needed.

2. Fill in all required fields:

Column - Select a column from the list of FW's table columns. For example: Country_code:

 

Condition - Select the condition, and filter operator. For example: = (equal):

 

Free Value field - select between two options:

Free Value option - select between free values and compare them to another column from a table. For example: Country = 'Israel’:

 

SQL Query option - add an external SQL query to the "Free Value" field for comparison. Could be used with 'SELECT' statement to filter out the table shown in Step 4.

For example: City <> select country = ‘Germany’. Using this filter, the table in Step 4 will include all cities except for those whose country is Germany. 

Validate the query by clicking "Validate Filters":

 

The chosen condition should fit the column's data type.  

For example, it's possible to set any condition to Boolean data type in the "Condition" field. In fact, in advanced search, it will work only with true or false options.   

3. In Step 4 the default filter will appear in the advanced search.