Search and Filter Data Screens

When you have many records, you may need to search them. To do this, you can use the Filter Toolbar.

In all screens, you can filter on data columns, and even create a custom filter for a data column.

View the Filter Toolbar

1. The Filter Toolbar always displays at the top of each screen.

2. To do a simple Search, type a word or number in the Filter field. Or, select an item automatically from the drop-down menu of data.  

4. RPM will highlight all the records on a screen that include the term or the selected search item.

Filter on Columns

1. Open the Screen.

2. Hover over the column that you want to search. Click the icon that appears.

3. The Column Filter list for that column displays.

4. Check on each value that you want to view.

5. The screen displays only the values you have selected.

6. To return to the standard view, open the Column Filter list and click All. All the values available display once again.

Create a Custom Filter

You can create a custom filter for a specific column of data in a Screen.

1. Open the Screen where you want to include a custom filter.

2. In the Column Filter list, select Custom.

3. The Custom Filter screen displays.

4. From this screen, you can set up a Boolean search for the data in that column. Use the values, plus the and/or options.

5. Click OK.

6. The custom filter you have created for that column of data will display in the Column Filter list.