{"id":34211,"date":"2017-06-12T01:58:39","date_gmt":"2017-06-12T08:58:39","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=34211"},"modified":"2019-10-01T03:09:58","modified_gmt":"2019-10-01T10:09:58","slug":"using-data-filters","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/34211\/using-data-filters\/","title":{"rendered":"Using Data Filters"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">What are Data Filters?<\/h3>\n<div class=\"StepInstructions\">\n<p><i>Data Filters <\/i>enable you to fetch records as per specified criteria. The criteria on which filtering occurs differs from one Record Type to another i.e.<i> filter fields<\/i> may vary depending upon Record Type selection<i>.<\/i><\/p>\n<p>A new data filter can be created using <i>Manage Filters <\/i>option available in all<i> List\/Tree<\/i> editors. <i>Data Filters<\/i> can be of two types <i>Private <\/i>or <i>Public Filters<\/i>. <i>Private Filter<\/i> is visible only to you whereas, <i>Public Filters<\/i> are visible to all users of the system.<\/p>\n<p><strong>NOTE<\/strong>: <i>Create Public Views and Filters<\/i> privilege is required to create a <i>Public Filter<\/i>.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid37179-media_1491894868205.png\" alt=\"wpid37179-media_1491894868205.png\" width=\"800\" height=\"465\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid37180-media_1492770990332.png\" alt=\"wpid37180-media_1492770990332.png\" width=\"800\" height=\"510\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">When to use it?<\/h3>\n<div class=\"StepInstructions\">\n<p>Use<i> Data Filters<\/i> to:<\/p>\n<ul>\n<li>Fetch records by selecting<i> Filter Type, Project, etc.<\/i><\/li>\n<li>Create a new <i>Private\/Public Filter<\/i><\/li>\n<li>Create a data filter with <i>Quick, Advanced <\/i>or<i> Relational Conditions<\/i><\/li>\n<li>Modify an existing<i> <\/i>data filter<\/li>\n<li>Change <i>Visibility<\/i> of a data filter from <i>Private<\/i> to <i>Public<\/i> and vice-versa<\/li>\n<li>Copy\/clone a<i> <\/i>data filter<\/li>\n<li>Export\/import a data filter<\/li>\n<li>Delete a data filter<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Getting Started<\/h3>\n<div class=\"StepInstructions\">\n<p>You can access online help for <i>Data<\/i> <i>Filters<\/i> from the link below:<\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/2991\/video-getting-started-with-manage-filters\/\" target=\"_blank\" rel=\"noopener\">Video \u2013 Getting Started with Data Filters<\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/35049\/addingmodifying-advanced-filters\/\" target=\"_blank\" rel=\"noopener\">Video \u2013 Adding\/Modifying Advanced Filters<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/37264\/using-relational-filters\/\" target=\"_blank\" rel=\"noopener\">Using Relational Filters<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/3005\/video-getting-started-with-common-grid-and-list-functions\/\" target=\"_blank\" rel=\"noopener\">Video \u2013 Getting Started with Common Tools menu options in Tree &amp; List Editors<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/2979\/video-getting-started-with-grid-views\/\" target=\"_blank\" rel=\"noopener\">Video \u2013 Getting Started with Views<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What are Data Filters? Data Filters enable you to fetch records as per specified criteria. The criteria on which filtering occurs differs from one Record Type to another i.e. filter fields may vary depending upon Record Type selection. A new data filter can be created using Manage Filters option available in all List\/Tree editors. Data Filters can be of two types Private or Public Filters. Private Filter is visible only to you whereas, Public Filters are visible to all users of the system. NOTE: Create Public Views and Filters privilege is required to create a Public Filter. When to use <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[352],"tags":[],"class_list":["post-34211","post","type-post","status-publish","format-standard","hentry","category-filters"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-8TN","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/34211","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=34211"}],"version-history":[{"count":13,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/34211\/revisions"}],"predecessor-version":[{"id":48674,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/34211\/revisions\/48674"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=34211"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=34211"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=34211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}