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Object Filters

On the Filters tab, you can define the user privileges for the availability of object filters.

Adding an Object filter

To add an object filter

  1. Click Add object filter. A new object appears.
  2. Select All objects or Select object. For Select object, consequently select a specific object.
  3. Select a Filter type to allow or deny all values. Note that if you select Deny, these values will not be shown in Displays.
  4. Select a Referenced object. For Self objects, the filter applies to object(s) supplied in the Object column. And for Selected objects, the filter applies to all object(s) which have a reference to a field mentioned in the referenced object.

    Note: For date-related fields, such as fiscal year, you need to update the filter value when the actual value changes.

  5. Select Allow empty for fields that may remain empty. This option is only available if the Referenced object is not a Self object.

    • If checked and Filter type is Allow, the values shown are the values set in the filter and empty entries.
    • If unchecked and Filter type is Allow, the values shown are only the values set in the filter.
    • If checked and Filter type is Deny, the values shown are all values except values set in the filter, but including empty entries.
    • If unchecked and Filter type is Deny, the values shown are all values except values set in the filter and excluding empty entries.
  6. Select a Field to which the filter will be applied.
  7. Add one or more values for which the Filter applies.
  8. Click Info to view a window showing all Filter information.
  9. Click Save.

The selected filter is added to the role.

Deleting an Object Filter

To delete an object filter

  1. Select an object filter and click Delete.
  2. Click Delete.

The selected filter is deleted from the role.

Published:

Object Filters

On the Filters tab, you can define the user privileges for the availability of object filters.

Adding an Object filter

To add an object filter

  1. Click Add object filter. A new object appears.
  2. Select All objects or Select object. For Select object, consequently select a specific object.
  3. Select a Filter type to allow or deny all values. Note that if you select Deny, these values will not be shown in Displays.
  4. Select a Referenced object. For Self objects, the filter applies to object(s) supplied in the Object column. And for Selected objects, the filter applies to all object(s) which have a reference to a field mentioned in the referenced object.

    Note: For date-related fields, such as fiscal year, you need to update the filter value when the actual value changes.

  5. Select Allow empty for fields that may remain empty. This option is only available if the Referenced object is not a Self object.

    • If checked and Filter type is Allow, the values shown are the values set in the filter and empty entries.
    • If unchecked and Filter type is Allow, the values shown are only the values set in the filter.
    • If checked and Filter type is Deny, the values shown are all values except values set in the filter, but including empty entries.
    • If unchecked and Filter type is Deny, the values shown are all values except values set in the filter and excluding empty entries.
  6. Select a Field to which the filter will be applied.
  7. Add one or more values for which the Filter applies.
  8. Click Info to view a window showing all Filter information.
  9. Click Save.

The selected filter is added to the role.

Deleting an Object Filter

To delete an object filter

  1. Select an object filter and click Delete.
  2. Click Delete.

The selected filter is deleted from the role.

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