Filter settings panel in the Task type window
Filter settings panel in the Task type window

The Filter settings panel is used to select filter parameters (filter wizard steps) that are used for selecting the preliminary data required to perform a generic task. The filter parameter panels corresponding to the wizard steps are displayed in the Filter panel.

Figure 11.146. Filter settings and Filter panels


The Filter settings panel data grid is composed of the following columns:

  • Name specifies the names of the filter wizard steps that will be used for preliminary data selection. This data is required for promotion formulas.

  • Form class is the name of the form class that corresponds to the filter step windows.

  • Caption shows the hint captions that will be displayed in filter step windows.

  • Caption header shows the hint caption headers that will be displayed in filter step windows.

  • Header contains filter parameter panel headers.

  • Required shows whether the filter wizard steps are required.

  • Index is a number that defines the sequence in which the filter wizard steps will be carried out.

  • Required selection is a flag to indicate whether the selection of values for filter parameters is mandatory for execution.

The context menu of the Filter settings panel contains the following commands:

  • Add – adds filter steps to the table on the filter settings panel.

  • Edit – edits attributes of active filter steps in the table on the filter settings panel.

  • Delete – permanently deletes filter steps from the table on the filter settings panel.

  • Print (Ctrl+P) – generates print layouts.

  • Summary functions – menu with the commands to manage the summary functions of the data grid.

  • Additional functions – menu with the commands to operate the data grid.

To add a new filter step to the data grid of the Filter settings panel, use the New filter step entry window. To edit attributes of the filter step, use the Filter step editor window.

When you delete filter wizard steps from the data grid on the Filter settings panel, a confirm permanent deletion prompt appears.