Filter the Lookup Criteria Home | FAQs & Troubleshooting

 

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 Overview

In any lookup window you can define additional criteria to filter the lookup and you can save these filters so that they apply to future lookups until they are manually removed. Filtering the lookup criteria helps you narrow your search on desired fields. For more information, see Lookup FAQs.

 

To filter the lookup criteria

1. In the lookup window, click Filters. In the Filters window, each line item is a filter consisting of a Column, Operand, and Value. For more information, see Lookup Feature.
   
   Note Filters that are defined in the User Lookup Wizard and Lookup Customization Wizard also appear in the Filters window. If the filter is locked, it cannot be changed. If the filter is not locked, it can be removed or modified.

2. In the Column field, select the lookup column you want to filter. The Column field reflects all of the columns defined for the lookup. For more information, see Filters - Fields.

3. In the Operand field, select the appropriate operand.

4. In the Value field, type a value. If you enter multiple values separated by commas (,), they assume an "OR" condition.

5. To add additional filters, repeat steps 2 through 4. You can define an unlimited number of filters; multiple filters assume an "AND" condition.

6. To retain these filters for future lookups, select the Save Filters check box.

   Note If the Save Filters check box is cleared, the filters remain in the Filters window and remain in effect during the lookup; however, when you exit the lookup, these filters are removed.

7. Click OK to apply the filters.

Note You can also delete filters. For more information, see Delete Filters.