The User Filter Function allows you to create your own custom filters. They are especially useful if you regularly build queries, as you can choose a user filter from the query filter list. They can also save you time if you often use multi-value filters on a column, as you will be able to apply a multi-value filter by selecting one option.
A User Filter is a column filter that you create. When you set one up, you define:
Which column the User Filter will be applied
The criteria for the User Filter
The name of the User Filter. (This name is added to the Filters list in the Query Builder).
Example 1. User Filter
Let's say that, several times a day, you need to filter a Counterparty column so that it shows only US banks. On other occasions you need to filter it to show only UK banks.
One way to switch the filters is to apply them manually each time. To do that, you select the Filter icon at the top of the Counterparty column, and select the appropriate US banks. Then, when you need to change the filter, you access the Filter list again, deselect the US banks and choose all the UK banks. You have to do this every time that you want to change the filter.
A quicker way to achieve the same result is to create two User Filters. You set the first User Filter up so that it applies to the Counterparty column, and you choose all of the US banks as its filter values. You save it as 'US Banks'. For the second filter, you apply it to the Counterparty column, choose all of the UK banks as its filter values, and then save as 'UK Banks'.
Now when you want to switch between the two sets of filters, you just select the 'US Banks' filter option or the 'UK Banks' filter option. You can also use these filters when creating Queries elsewhere in the Blotter (e.g. for Advanced Search or Conditional Styles).
To apply a User Filter that has already been created click on the filter icon in the column header and select the User Filter from the Filters list
The names of the User Filter options are shown in italic, and are taken from the Filter Name value of the User Filter which is set when the User Filter is created.
User Filters - both predefined and those created by users - appear in the dropdown ahead of the distinct values for that column and are italicised.
To create a User Filter click the 'New' button in the User Filter popup or select 'Create User Filter' from the Column Header Menu. This will start the User Filter Wizard. If you have accessed the wizard from the Column Header Menu the Column will be pre-selected in the Query Builder. You will be required to create a query for the User Filter and give it a name. For more information on building and editing Queries using multiple Conditions and Criteria see Queries.
You can only set one Condition in a User Filter as it applies to a single column only.
The name that you give to the Filter is what will appear in the Column Filter dropdown and in the Query Builder in future so make it as succinct but descriptive as possible.
You can edit, delete and share User Filters as you can with all Adaptable Blotter Objects.