Tab Filters

Tab Filters (or Item Type Filters) are used to limit specific content from being displayed to members of a particular Role. A Tab Filter is a collection of criteria (created similarly to Advanced Search queries) configured for a specific Item Tab. When enabled for a Role, any records matching the Tab Filter criteria are not visible to members of that Role.

Creating Tab Filters

1. Browse to the Admin page via the gear icon. Then click Tab Filters in the Configuration section. This displays the Configure Tab Filters page.

2. Click Add Filter to display the Create Tab Filter page. This page has the following options:

   1. Choose Tab: Select the tab this filter is for from the drop-down choices.

   2. Enter Filter name: Enter a meaningful name for this filter.

   3. Clear Query: Remove all entries from the Query Grid to start over.

   4. Query Grid: Use the Query Grid to provide the criteria of this Tab Filter.

   5. Add Row: Used if additional rows are needed, for more complex queries, for example.

   6. Clear Row: Used to clear selected rows (i.e. checked boxes).

   7. Preview: The Preview button returns the number of records from the selected Tab that match the criteria provided so far.

   8. Close: Return to the Configure Tab Filters page.

   9. Save Filter: Saves the configured Tab Filter.

Enabling/Disabling Tab Filters

Tab Filters are enabled/disabled per Role in the application. To enable or disable a Tab Filter for a Role:

1. Browse to the Admin page via the gear icon. Then click Roles and Permissions in the Security Access section. This displays the Manage Roles page.

2. Click the Edit link in the Role Permissions column for the role you would like to apply the filer to. The Update Role page is displayed.

3. In the Tab Filters section, check the box next to the filter you wish to enable for this Role. Similarly, un-check the box next to the filter if you wish to remove the filter for this Role.

4. Click Save after enabling/disabling the Tab Filters.