Creating a Filter Element 


This topic describes how to create filters as separate elements in Information Designer. These can be applied as required by the person creating information links. See Defining a Column Filter for information on how to add a filter as part of a column definition.

To create a filter:

  1. In Information Designer, click New and select Filter.

    Response: A Filter Element tab is opened.

  2. In the Data Sources tree, select the column to use in the filter condition.

  3. Click Add >.

    Response: The selected column is added to the Source columns list on the Filter Element tab.

    Comment: Repeat this step if you need to include more columns in your filter expression.

  4. Define a filter expression with the chosen columns, for example %1>=2000, or if you are using two columns, %1<%2. See Relational Operators for more information on defining expressions.

    Comment: You can also add a personalized filter expression that limits data depending on the currently logged in user. See Personalized Information Links for more information.
    Comment: You can also add a parameterized filter expression. See Parameterized Information Links for more information.

  5. In the Description field, type your own description of the filter.

  6. Click Save.

    Response: The Save As dialog is displayed.

  7. Click to select the folder where you wish to save the filter element.

  8. Click Save.

    Response: The filter element is saved in the library.

See also:

Filter Elements Overview