Define Custom Filters | Zoho Creator Help

Define Custom Filters

This page is applicable to all report types except the pivot chart and pivot table.

Overview

Custom filters are predefined manually by the admins based on conditions that are best suited for displaying the specific records for the user. When the user selects the custom filter, the records will be matched with the condition defined by the admin. For example, in an order management application, you can display the records of orders that are placed only today and yesterday to the user by setting the custom filter criteria. The user can easily filter the report by applying this custom filter. You can also set multiple filter criteria with logical operators.

Set custom filters in the report

To set custom filters on your report:
  1. Navigate to the Design page. 
  2. Hover on the preview of the report and click Open Report Properties.


  3. Select Custom Filters and click + Add Custom Filters.


  4. Name your filter and select the filter criteria.


    A criterion consists of:
    1. Criteria field - Name of the Form field to compare its values.
    2. Operator - The operator to evaluate the field value. The types of operator depend on the criteria field type. The operators for each field type are given below:
      1. Number: equals, not equal to, less than, less than or equal to, greater than, greater than or equal to.
      2. Boolean: equals.
      3. Date & Date-Time: The operators available for this field type are mentioned in the table below.

        Operator

        Special operators for Date & Date-Time fields
        (n represents the number in the value field)

        Day

        Week

        Month

        Year

        equals
        not equal to
        before
        after
        is null
        is not null

        yesterday
        today,
        tomorrow
        last n days
        next n day
        n days ago

        last week
        this week
        next week
        last n weeks
        next n weeks
        n weeks ago

        last month
        this month
        next month
        last n months
        next n months
        n months ago

        last year
        this year
        next year
        last n years
        next n years
        n years ago


      4. Others: equals, not equal to, starts with, ends with, contains, does not contain.
    3. Value - The data or a system variable, the user must enter in order to meet the criteria. This field is optional when isnull operator is used.

  5. Click the + Add New or AND and OR buttons at the end of each condition or criteria to add multiple criterion to this filter. When you click +Add New button, it displays the logic operators in dropdown state.
    1. AND implies the both criteria to be met while executing the filter.
    2. OR implies at least one criteria to be met while executing the filter.

  6. Click Create.

  7. Your filter will be listed under the Custom Filter section. Click  icon to add another filter or click Done to exit the builder.


  8. While accessing the application live, select the custom filter by clicking on the down arrow near the report name to filter the report based on your custom filter criteria.

Editing the Custom Filter

After creating the custom filter, you can edit the custom filter by adding, deleting, or modifying the filter criteria.To edit the custom filter:
  1. Navigate to the Custom Filter section.
  2. Click the edit icon near the filter which you want to edit.


  3. Edit the name and criteria or set additional criteria to the filter.


  4. Click the delete icon near the filter criteria to delete that specific criteria.


  5. Click Save.

Deleting the Custom Filter

To delete the custom filter:
  1. Navigate to the Custom Filter section.
  2. Click the delete icon near the filter you want to delete.


  3. Click Yes in the warning pop-up.
  1. Understand Predefined Custom Filters



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