Using Search Filters

A search filter is a collection of conditions and logical operators. Search filters (also known as "expressions") let you narrow your search for items. You can define a search filter by making selections from the list of operators and fields in the Report Palette. In expressions, fields are known as "conditions."

For example, to create a Listing report that includes items that are in the StartState state and that are assigned to the current user, create the following expression:

State = StartState


Owner in (Current User)

Tip: The fields you select for filtering can be different from the fields you select to display as columns and the fields you use to sort returned data.

To use search filters:

  1. Drag a field from the Report Palette to the Search Filter block.
  2. Some operators can be changed. Click the field and select another operator from the popup window that opens. For a description of operators, see Report Operators.
  3. Select the field value or field values for the condition. This creates an expression. For example, if you are working with an Approvers field, the names that are available as selections for the field are displayed in the menu that opens. You can select one or more names from the list.
  4. To group expressions to set a sequence for evaluating conditions, drag a logical operator from the Report Palette onto the expression. This inserts the logical operator in the place where the expression was and moves the expression to the first child of the new operator. For more information about using the drag-and-drop operation in various scenarios, see Drag-and-Drop Behavior. For examples of report logic, see Report Logic Examples.
    Note: You can view a query string that represents the search filter in the Search Filter Summary block.