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Table View: More Fiters

Distributor steps for filtering a table on several columns at once in Encompass Table View with the More Filters button, including greater/less than and SQL filters. Includes a video. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Apply Filters to Multiple Columns Headers in Table View

  1. Navigate to any Table in Encompass
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  2. Click the "More Filters" button at the top of the table
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  3. All Table View columns are displayed in the Modify Filters overlay
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  4. Apply filters to as many columns as needed
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    TIP: All the same Column Header filtering capabilities exist in Modify Filters as on the Column Header including using greater than, less than, numbers, and SQL.
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  5. At the top of the overlay, click the "X" to delete an unneccesary filter
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  6. Click "Apply Filters" when complete

Best Practices

  • Only column headers that are added to the Table View are displayed in Modify Filters. If you do not see a field that you would like to filter on, make sure that it is added as a column to the Table View.

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