Defining Search Filters

Define custom filters that will appear in the Filter menu of the related module. These filters are module-specific but available to all users (unless restricted in the filter definition).

The example below shows two filters:

§      The "Ban/Watch" filter will appear in the Filter menu in the Subjects grid and will show all subjects who are currently under a ban or watch.

§      The "No Background Check" filter will appear in the Filter menu in the Personnel grid and will show only personnel records where the background check has not been completed.

A global filter can also be used to filter personnel in the iDispatch settings. When you then add an officer on the Manage Officers tab in iDispatch, the Personnel Selector form will only show the personnel who match the filter criteria.

Show example

1.   Click Administration on the Shortcuts bar to display the Administration form.

2.   On the Global Filters tab, click New.

3.   In the Global Filter Entry Form, on the General tab, enter a Filter Name (as it will appear in the Filter menu) and select the Module it relates to.
If you want to restrict the filter to certain users, select one or more of the remaining fields. In the example above, the Ban/Watch filter will be visible to all users in the Security department, regardless of their property group, property, or role.

4.   In the Filter section, define the filter criteria. For more information, see Searching for Records.