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Relationship Form – Filter Tab

 
The Filter tab of the Relationship form provides the ability to show specific data or combination of data.
 
Relationship Form – Filter Tab
 
1

Selected Relationship

1. Selected Relationship
Once a relationship is selected, its details are displayed in the Relationship form tabs.
2

Edit

2. Edit
Click the pencil icon to enable editing.
3

Selected Tab

3. Selected Tab
The currently selected tab of the Relationship form.
4

Filter Area

4. Filter Area
  • The Filter is initially shown as And with no conditions or branches present. Click on the center button to change from And to Or. (NOTE: A filter has been added here as an example.)
  • The green plus sign adds a filter condition, while the red X removes it.
  • Once a condition is added, a branch symbol adds a logical branch.
5

Save

5. Save
The Save button saves the information currently entered in the Relationship form and disables editing. A warning pops up if a required field has not been completed. This Save button only saves this Relationship form; it does not save the overall report design (use Save Report in the Ribbon Bar for this).
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