Creating a Filter

To create a new filter, use the advanced search of objects and save the specified parameters by clicking Save as Filter (fig. 1).

Fig. 1. Advanced search form

In the opened window (fig. 2), fill in the following fields:

Filter Name*;
Expand advanced search when opening a filter - open the advanced search form when applying the filter.

Fig. 2. Saving a filter. Filter Fields tab

On the Filter Fields tab (fig. 2), select the fields that will be displayed on the advanced search form, when applying the filter.

On the Table Columns Settings tab (fig. 3):

Use Default Settings – use the default table column settings. You can set the default settings when configuring the data display table. If no default settings are configured for the table in the current section, then the table is configured according to the base attributes of objects in ELMA Designer.
Filter columns by object type – filter the columns, that can be added to the table by the object type. You can also filter by columns of a process instance (fig. 4).
Select fields – change the standard settings of the table column (fig. 3).
Sort list by column – select a column, according to which the filter results will be sorted in the ascending or descending order.
Number of items displayed in the table – number of rows in the filter results table per page.

Fig. 3. Saving a filter. Table Columns Settings tab

Fig. 4. Saving a process filter. Table Columns Settings tab

Please note that when creating or editing a process filter, the Table Column Settings tab might display properties that had been created in the process context and then deleted.

They are displayed if new properties with the same names were created after those properties had been deleted. Next to the property name you will see the number of the published process version when it was deleted (fig. 5)

Fig. 4. Saving a process filter. Table Columns Settings tab

Next, click Save (fig. 2-4). The filter will be applied automatically (fig. 6).

Fig. 5. Filtering results

The new filter will be added to the My Filters folder.

Configuring the Advanced Search button

Most of the default system object have the Advanced search button on the search form by default. This button may not be available for user objects. Therefore, you may need to configure its display in ELMA Designer.

To configure the display of the Advanced search button:

1. Open the Objects tab in ELMA Designer and open the required object.

2. On the Advanced tab check the Generate Filter box.

If the object contains properties, which participate in search (filter), this button will be displayed and the advanced search form will open when you click on it.

To enable advanced search by several values of a single parameter (e.g. search contractors with two values of the City field):

1. Open the Objects tab in ELMA Designer and open the required object.

2. On the Properties tab, open the settings window of the required property.

3. Open the Advanced tab of the settings window and check the List of values in filter box.

4. Click ОК.

5. Click Save and publish the object.

The changes you've made in ELMA Designer will take effect after restarting the server.