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FILTER CAPABILITY IN GRID STYLE SCREENS
FILTER CAPABILITY IN GRID STYLE SCREENS

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[{TableOfContents }]
Filter Capability in IBOE
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!!!FILTER CAPABILITY IN GRID STYLE SCREENS
The screen print below shows an example of a ‘Filter by:’ option to filter the list of Open Enrollment Periods. The Filter By option is based on user defined where clauses which are attached to the form definition, this allows the filters to be customized.
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The filter capability available for Grid style screens (e.g. IPTR, IPTS, IAAL) will be explained below using the IBOE screen as an example.
The screen print below shows an example of 3 different filters:
 Filter Open Mass BOE (filters list to show only open mass open enrollments)
 Filter Open Life/Work BOE (filters list to show only open life/work open enrollments)
 Filter for Open BOE (filters list to show only open open enrollments)
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!!Filter By
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The screen print below shows an example of a ‘Filter by:’ option to filter the list of Open Enrollment Periods. The Filter By option is based on user defined where clauses which are attached to the form definition; this allows the filters to be customized.
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The screen print below shows an example of three different filters:
*Filter Open Mass BOE (Filter list to show only open mass open enrollments)
*Filter Open Life/Work BOE (Filter list to show only open life/work open enrollments)
*Filter for Open BOE (Filter list to show only open open enrollments)\\ \\
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[FILTER CAPABILITY IN GRID STYLE SCREENS_01.JPG]
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!!Build Filter Where Clause
The Where Clause must be created for the table which contains the data the filter will be filtering.
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The Description field is used to display the text in the Filter By list in the form, so the descriptions should be short and to the point.
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The example screenshots below show the three different user-defined Where Clauses built to create the Filter By options shown in the [IBOE] screen print.
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In [IMDAO], create a Where Clause for table [P2K_BE_OPEN_ENROLLMENTS].
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This screenshot shows the definition of the filter to show open enrollment periods that have a status of 'Open', this does not filter based on type of open enrollment.\\ \\[FILTER CAPABILITY IN GRID STYLE SCREENS_02.JPG]\\ \\
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This is an example of a filter that shows open enrollment periods that have a status of 'Open' and that have an Open Enrollment Type of ‘Mass Open Enrollment’.\\ \\[FILTER CAPABILITY IN GRID STYLE SCREENS_03.JPG]\\ \\
Build Filter Where Clause:
The where clause must be created for the table which contains the data the filter will be filtering.
The Description field is used to display the text in the Filter By list in the form so be sure to keep these short and to the point.
The example screen prints below show the 3 different user defined where clauses built to create the Filter By options shown in the IBOE screen print.
In IMDAO create where clause for table P2K_BE_OPEN_ENROLLMENTS.
This screen print shows the definition of the filter to show Open Enrollment Periods that are OPEN, this does not filter based on type of open enrollment.
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This example is similar to the one above however this filter will show open enrollment periods that have a type of ‘Life/Work Event’ and that have an Open status. \\ \\[FILTER CAPABILITY IN GRID STYLE SCREENS_04.JPG]
This example is a filter to show open enrollment periods that have a status of Open and that have an Open Enrollment Type of ‘Mass Open Enrollment’.
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!!Add Where Clause to Form Definition
The filter Where Clauses must be attached to the form definition of the screen they will be used in, this is done in [IMFD].
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Using the [IBOE] example above, the screenshots below show the three filters by Where Clauses attached to the form definition for [IBOE].\\ \\[FILTER CAPABILITY IN GRID STYLE SCREENS_05.JPG]\\ \\[FILTER CAPABILITY IN GRID STYLE SCREENS_06.JPG]\\ \\[FILTER CAPABILITY IN GRID STYLE SCREENS_07.JPG]
This example is similar to the one above however this filter will show open enrollment periods that have a type of ‘Life/Work Event’ and that have an Open status.
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![Notes|Edit:Internal.FILTER CAPABILITY IN GRID STYLE SCREENS]
[{InsertPage page='Internal.FILTER CAPABILITY IN GRID STYLE SCREENS' default='Click to create a new notes page'}]
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Add Where Clause to Form Definition:
The filter where clauses must attached to the form definition of the screen they will be used in, this is done in IMFD.
Using the IBOE example above, the screen prints below show the 3 filter by where clauses attached to the form definition for IBOE.
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This page (revision-6) was last changed on 26-Nov-2021 10:22 by jmyersTop