The following instructions provide details on applying a filter to the grid on the Bulk Data Form page. These instructions assume that you have read the details for each filter option and understand its use.
To apply a filter in the Bulk Data Form:
In the column whose values you want to use to apply a filter to the records in the grid, click the icon.
The filter menu appears.
In the section that corresponds to the type of filter that you want to apply, specify the criteria that you want to use.
Select the check box in that section that corresponds to the type of filter.
The specified filter is applied to the records in the grid, and the description of the filter appears at the bottom of the page. If desired, you can continue to apply additional filters in this way.
Note: Selecting the check box that represents a section on the filter menu indicates that you are ready to apply the filter to the records. Meaning, when you define a filter, you should specify the criteria related to that filter optionbefore selecting the check box that corresponds to that filter option. For example, if you want to use the Search Type filter, you should define the search criteria first andthenselect the Search Type check box to apply the filter. If you perform these steps in the reverse order, the grid will be empty until you specify the remaining criteria.
Copyright © 1993-2016 Meridium, Inc. All rights reserved.