Default Filters

Default Filters are pre-configured options available to users for filtering data within tables. These filters enhance the ability to view and manage specific subsets of data based on various criteria.

Enabling and Configuring Filter Actions

Access Table Builder

• Navigate to Table Builder: Users need to access the Table Builder page where they can configure table actions and settings.

Select Menu and Form

• Select Menu: Choose the relevant menu from the dropdown list to configure the table.
• Select Form: Pick the form (e.g., Sales Orders) from the dropdown list to display and configure its data in the table preview.

Enable Filter Action

• Enable Filter: Activating the Filter action allows users to specify criteria for filtering the data displayed in the table.

Configure Filters

• Configure Filter Fields: Users can select which fields to include in the filter configuration. The fields can include:

  • Field Name: The name of the column to filter.
  • Field Type: The type of data in the field (e.g., Select, Date, Boolean, Date-time).

  Example fields for configuration:

  • Customer Name (Select)
  • Order Date (Date)
  • Completed (Boolean)
  • Last Updated At (Date-time)

• Save Configuration: Once the filter fields are selected, save the configuration to apply the filter to the table.

Applying Filters

• Apply Filters: Users can set specific filter values to view the desired subset of data. Example filter criteria might include:

  • Customer Name: "ABC Corporation"
  • Order Date: "2024-07-15"
  • Completed: Checked (True)
  • Last Updated: "2024-07-15 12:00:00 PM"

• View Filtered Data: The table data will be updated to reflect the applied filters.

Clearing Filters

• Clear Filters: Users can remove all filters to reset the table view, showing all available data entries without any filtering.