KBA-01566: Configuration of Filters

Question:

Can I configure the label on a filter?
Can I change the default value of a filter?

Answer:

Many filters in the system are configurable. Open the UI Configuration tool on the System Admin Dashboard and select one of these parts:

  • Inbox Filters
  • Project CI Register Filters
  • Doc Item Filters
  • Catalog Search Filters
  • Project Cost Analysis Filters
  • Project Exec Summary Filters
  • Project Doc List Filters

The items correspond to the specific filters in these parts.  Not all the configuration values apply, but you can configure the following:

  • Label
  • Length
  • Lookup
  • Format  (rarely used)
  • Visible   (can be combined with a default to lock the filter to a specific value)
  • Extended Field
    • Default= (to specify the default value)  Hint: Default=1 for true, 0 for false
    • DV= (for validations)
    • ValidateTextAgainst = (for contact lookups, etc)
    • Width=

Additional Comments:

See KBA-01336 for more on the Extended Customization field.


KBA-01566; Last updated: June 28, 2019 at 9:36 am