Role Tailored Client filter access

The method of accessing fields to use in filtering in the Role Tailored Client (RTC) is quite different from that in the Development Environment.

When a page such as the Customer List is opened, the filter section at the top of the page looks like the following image. On the upper-right corner is a place to enter single-field filters. This is the Type to filter (F3) (also referred to as a Quick filter), essentially equpalent to the Field Filter in the Development Environment. The fields available for filtering are the same as the visible columns showing in the list:

If we click on the chevron circle button in the upper-right corner to expand the Filter pane, the result will look similar to the following. This filter display includes an additional filtering capability, Show results, allowing entry of filters of the Limit totals to type:

If we go to the Filter pane header line where the Menu caption of the page is located (Customers in this page) and click on the drop-down symbol, we will see a set of selection options (the filter menu) like that in the following screenshot. The Advanced filter option provides for the entry of multiple Field Filter (essentially the same as the Development Environment Table Filter). The Limit totals filter provides for the entry of FlowFilter constraints:

This is one of two places we can clear filters of all types (we can also enter Ctrl + Shift + A as indicated in the filter menu). The Save View As... option allows the user to save the filtered view, name it and add it to an Actpity Group in the Navigation pane. The following screenshot shows a series of Saved Views on Sales Orders (most of them available out-of-the-box). The Euro Orders entry is a Saved View created by a user:

If we click on Limit totals (or click Ctrl + Shift + F3), the Limit totals to: portion of the filter pane will display. When we click on the drop-down arrow, we will get a list of all the FlowFields to which we can apply one or more Limit totals (FlowFilters):

Depending on the specific page and functional area, Flowfield filtering can be used to segregate data on the dimension fields. For example, in the page shown in the preceding screenshot, we could filter for data regarding a single department or project (both of which are dimension fields), or range of departments, or projects or a range of customer ship-to locations.