Filter Tool

Filtering List Views

With the Filter Tool, you can setup static filters. Static filters are saved in the database and can remain active when you close and re-open Project Notes. The Filter Tool window is modal. To access the page below it, you must apply the filter and close the windows to continue.

The filter button on the Toolbar will be enabled for lists that support the filter view.

To open the filter tool:

  1. Choose Filter from the View menu.

Filtering By Specific Value

For each column you can select from a list of existing values. Columns with an active filter are highlighted in blue in the Filter Tool Column Name list.

To filter by a value:

  1. From the Filter Tool window, choose the column from the Column Name list.
  2. Click each cell value from the Filter Values list to include in the results.
  3. Click Apply.

Filtering By Search Text

Columns with free form text can be searched for a matching sub string. Searches are not case sensitive.

To filter by a sub string:

  1. From the Filter Tool window, choose the column from the Column Name list.
  2. Type in the Search Text.
  3. Click Apply.

Filtering By Range

Columns with free form text can be filtered within an alphabetically sorted range or a date range depending on the column type.

To filter by a range:

  1. From the Filter Tool window, choose the column from the Column Name list.
  2. Type in the Start Value, if you want a starting range.
  3. Type in the End Value, if you want a ending range.
  4. Click Apply.

Date Searches

For Search Text, Start Value, and End Value need to follow the specific MM/DD/YYYY date format in order to work correctly.

Resetting the Filter

The Filter Tool allows you to quickly clear all filter settings.

To clear all of your filters:

  1. From the Filter Tool window.
  2. Click Reset.
  3. Click Apply.

Clearing a Columns Filter

Clearing the filter on a single column can be done without impacting filters on other columns. Columns with an active filter are highlighted in green.

To clear the filter on a column:

  1. From the Filter Tool window, choose the column from the Column Name list.
  2. Click All.
  3. Click Apply.

Canceling a Filter

Your filter is not active until you click Apply. If you have not clicked Apply, click Cancel to close the Filter Tool.