Admin: Filtering Tab

Filtering allows you to limit the items returned by a SharePoint Data Provider to only those that meet the criteria you define.  When a filter is performed, the SharePoint Data Provider looks for text matches on the metadata returned by the SharePoint Data Provider.  Users can further refine the results by performing searches on a filtered SharePoint Data Provider. Note that filtering allows you to locate data in a specific column, while searching locates data in any column in the list.

There are two available views on the Filtering tab:

      The default view is referenced as the "Filter Builder."  It provides a series of builder fields that make it easier for non-technical individuals to define filters because it is not necessary to know the correct syntax; the fields prompt you for each necessary piece of information.

      The other view is referenced as "Advanced Filter Settings" and it allows you to manually build a basic filter, also known as a static filter. You can use the Basic Filter field to define a filter, or you can use the CAML Filter field to define a filter that utilizes CAML. Click here to jump down to that section of the help.

This topic includes the following subjects:

      Defining a Filter with the Filter Builder

      Manually Defining a Filter

      Tips on Defining Filters

      Conversion to CAML