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

Selected Relationship

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


2. Edit
Click the pencil icon to enable editing.

Selected Tab

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

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
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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