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  • How to use filters in list tables
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Overview

List tables can be filtered to view only the items that meet certain criteria. For example, the Recordings list could be filtered to show only those recordings that have a status of "Finished", or those that have "Lecture Hall A" as the location.

Step-by-Step Guide

To Filter a List Table:

1.Click the   icon in the Filter field located above the list.

A drop-down menu appears within the field.

2.Select an option from the drop-down menu (such as a category of metadata).

That option is now listed in the first filter field, and a second filter field appears.

3.Select a sub-option from the second filter drop-down menu.

The two filter fields combine into one field to show the name of the filter, such as Status: Finished. Entwine EMP applies the filter immediately and updates the list table to include only entries meeting the selected options.

 Selecting the X button that appears after a filter option selection, removes all filters.

 

4. If desired, apply additional filters by performing steps 1 through 3 again as needed. Each filter appears within the filter field, and each filter condition is applied to the list table. 

    1. If desired, remove a single filter by clicking the X within the filter, or remove all the filters by clicking the X within the overall filter field.
    2. If desired, save a set of filters as a filter set.

 

 To filter by Start Date, enter a date range.

Saving Filter Sets

A set of filters can be saved, making it easy to re-use the same combination of filter settings in the future.

1.Select the menu icon   within the filter field. The Saved filter sets dialog box opens.

    • If no filters have been saved previously, the dialog box displays "No saved filters yet".
    • If filters have been saved previously, the names of the filter sets appear in the dialog box, along with buttons to edit or delete each filter set.

2.Select the Save button. The dialog box displays two blank fields: Name and Description.

3.Enter the name and the description of the filter set in the appropriate fields. The name is required, the description is optional.

 

4.Click the Save button to save the filter set. The dialog box closes.

Applying, Editing, or Deleting a Filter Set

You can apply a saved filter set to a list, edit the name and description of the set, or delete the set.
To apply a saved filter set to a list table:

  1. Select the Menu icon   within the filter field. The Saved filter sets dialog box opens.
  2. In the dialog box, locate the desired filter set.
  3. Click its name. The filter set is applied to the table.

To edit a filter set:

  1. Select the menu icon   within the filter field. The Saved filter sets dialog box opens.
  2. In the dialog box, locate the desired filter set.
  3. Select the Edit button  adjacent to its name. The Saved filter sets dialog box becomes the Save filter set dialog box.
  4. Edit the set name and description as needed.
  5. Click Save. The dialog box closes.

To delete a filter set:

  1. Select the menu icon   within the filter field. The Saved filter sets dialog box opens.
  2. In the dialog box, locate the desired filter set you want to delete.
  3. Click the Remove button   adjacent to the name . The set is removed from the filter sets list.