Creating a faceted filter


In Developer Studio, a faceted filter is a simpler version of an advanced filter. You can configure a faceted filter in a cell-based table and list-view table in progressive view. A faceted filter supports character fields with search menus. A faceted filter is useful when a user requires a simple filter for tables. The user doesn't need to select too many advanced options and can use the faceted filter with a few clicks.

To support a faceted filter, the following property are added in Developer Studio:

Property name

Applicable for field

Property value

Description

Filter Type

  • Table - List View
  • Table - Cell Based
  • Faceted
  • Advanced (Default)

This property specifies whether a faceted filter or an advanced filter is to be used for a table.

To create a faceted filter

You must set the values for the properties that are available for the table field and the column field.

To set the values for the table field properties

  1. On the progressive view of a form, double-click a table field.
  2. Under the Attributes group on the Properties panel, click Filter and from the list, select True.
  3. Click Filter Type and from the list, select Faceted.
  4. Click Filter External ID and then in the Value column, click the ellipsis (ellipsis-button.png) button.
  5. In the Filter External ID dialog box, select a field and then click OK.
    The values for the table field properties are set.

To set the values for the column field properties

  1. Click Tree/Table Property and then in the Value column, click the ellipsis (ellipsis-button.png) button.
  2. In the Tree/Table Property dialog box, add a field as a table column, and then click OK.
  3. Double-click the column field in the table.
  4. Drag a character field to the form, and then double-click it to view the Properties panel.
  5. Click Menu Name and in the Value column, click the ellipsis (ellipsis-button.png) button.
  6. In the Menu Name dialog box, select a menu of type search from the available menus, and then click OK.
  7. Double-click the Table field.
  8. Click Tree/Table Property and in the Value column, click the ellipsis (ellipsis-button.png) button. 
  9. On the Tree/Table Property dialog box, add the character field with a menu that you've added in step 7 as a table column, and then click OK.
  10. Double-click the column that you've added in step 9.
  11. Click Filter and from the list, select True.
  12. Select a value for the following properties as required:

    Property name

    Property value

    Description

    Display As Select

    True | False (Default)

    Specifies if the options in a faceted filter are to be displayed as check boxes that the user can select.

    Use Value As Qualification

    True | False (Default)

    Specifies if the value of a menu that contains a qualification is to be used as is when the user applies the faceted filter.

    Filter QBE Match

    Anywhere | Equals | Leading (Default)

    Specifies the Query By Example (QBE) match for the faceted filter.• Leading—The leading characters in the query string are matched.
    • Equals—The characters in the query string are precisely matched.
    • Anywhere—The characters in the query string are matched irrespective of their location.

    Filter Display Order

    An Integer

    Specifies the order in which a menu item is displayed in the faceted filter.

  13. Click Save to save your settings.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*