Dynamic Filtering operates in a similar way as filtering either using the Grid Display's filter bar or setting a filter via the Display Wizard. What makes this kind of filtering "dynamic" is that the filter parameters can be passed into a display using the URL. Users can make requests of information that is then provided via a CorasWorks display. It is not necessary to create a separate, static view for each desired set of filter criteria.
Dynamic filtering works with Basic Grid, Calendar, and Chart Displays. The requesting page or URL can be located anywhere that can access the page that contains the display to be used.
Some example uses include:
•User Queries – The user can be presented with static links of choices, drop-downs, or some other interface by which they request a set of criteria, which is then passed to the display. For example, the user could select from a drop-down of document Status values.
•Email Link-backs – Emails can be configured to be sent with a link that brings the recipient back to a data display with a set of items based upon the criteria. For instance, an email can be sent out so that when a person clicks on it, they will see all of the tasks assigned to that individual.
Dynamic filtering supports two types of query formats:
•CorasWorks Variable Replacement (with specific syntax) – When this is used, filter variables are first set up in the Display Wizard.
•CAML queries – When these are used, it is not necessary to have pre-set filter variables in the display, which makes it even more dynamic.
With either of these formats, it is possible to utilize any number of variables, as well as any combination of "static" filtering (defined via the Display Wizard's Filter page) and dynamic filtering.