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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.

Filter By#

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 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)

FILTER CAPABILITY IN GRID STYLE SCREENS_01.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. FILTER CAPABILITY IN GRID STYLE SCREENS_02.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’.

FILTER CAPABILITY IN GRID STYLE SCREENS_03.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.

FILTER CAPABILITY IN GRID STYLE SCREENS_04.JPG

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.

FILTER CAPABILITY IN GRID STYLE SCREENS_05.JPG

FILTER CAPABILITY IN GRID STYLE SCREENS_06.JPG

FILTER CAPABILITY IN GRID STYLE SCREENS_07.JPG

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Notes#

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