Adding a Filter Selector

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A Filter Selector is a drop-down list that report users can select to drill down on report data. Report users can select multiple options in a list-type filter selector, which will function as logical OR selections. At report run time, the report will be populated with unique field values for the selected field. Selections are highlighted in blue in the example image below:

 

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Example: You have a field called Agent and six form instances where the Agent name data includes: John, Jack, Adam, John, Jack, Mark. The Filter Selector will be populated with the four unique options: Adam, Jack, John, Mark. Report users will be able to select one and the report will drill down to that agent and populate all other report objects with that subset of data.

 

To add a filter selector:

 

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1.With a report loaded in the Report Designer Layout view, drag and drop a Filter Selector object onto the Layout canvas.
2.On the Filter Selector Properties bar, enter a Name for the selector.
3.Select the Type of selector. A drop-down allows only one selection at a time. A list allows drill-down on multiple selections simultaneously.
4.Select the State of the selector: Normal or Hidden.
5.Choose the Datasource (i.e. form providing the data).
6.Select the field on which to drill down.
7.Choose other filter preferences, if needed.
•Respect dynamic filter - This option tells PerfectForms™ that any drill down event broadcast from another reporting object should be respected and so it should filter its data. Turning off this option means that this object will not respond to a drill down event in another object.
•Override Previous - By default, each object that you click on for a drill down remains in effect when subsequent objects are selected. In other words, the drill downs you select are cumulative. However, you may want a drill down selection to clear all other existing drill down filters before performing its own drill down. In this case, you would check the Override Previous box.

    Filter Selector Properties

Updated: 07/03/2012  Page url: http://www.perfectforms.com/Documentation/manual/html/?adding_a_filter_selector.htm
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