This is version 1 2 3 4 5 6 . It is not the current version, and thus it cannot be edited.

Back to current versionRestore this version

FILTER CAPABILITY IN GRID STYLE SCREENS#

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 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.

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)

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.

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’.

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.

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.

---

Notes#

Click to create a new notes page