Add Boolean fields within a mobile filter

Add Boolean fields, such as 'Active: Yes / No', within mobile filters, so users can more easily search for specific data and streamline their results.

Before you begin

Role required: admin

Procedure

Create a filter condition field.
1. In the web-based UI, enter sys_sg_filter_condition_field.list in the filter navigator.
2. Select New.
3. On the Filter Condition Field form, fill in the fields.
  1. Name: Enter a title for the filter condition field.
  2. Table: Select a table which contains the data to filter.
  3. Field: Select a Boolean type field from the list.
4. Select Submit.
Create a filter condition to group the filter condition fields. For example, choose an incident table and a Boolean-type field to filter based on whether incidents are active or inactive.

Note: You need this element even if only one filter condition field exists.
1. In the filter navigator, enter sys_sg_filter_condition.list.
2. Select New.
3. On the Filter Condition Form, fill in the fields.
  1. Name: Enter a title for the filter condition field.
  2. Type: Select the reference lookup icon ([Omitted image "reference-lookup-icon.png"] Alt text: Reference lookup icon) and select Boolean from the list.
  3. Label: Enter a name for the Boolean filter displayed to the user.
4. Right-click in the header and select Save.
Create a many-to-many relationship to connect the filter condition and the filter condition field.
1. Select the Filter Conditions Fields tab within the Filter Condition form
2. Select New.
3. In the Filter Condition Field field within the Filter Condition M2M Filter Condition Field form, select the reference lookup icon and select the filter condition field you created.
4. Select Submit.
Add a filter category to display at the top of your filter screen.
1. In the filter navigator, enter sys_sg_filter_category.list.
2. Select New.
3. On the Filter Category Form, fill in the fields.
  1. Name: Enter a title for the filter category field.
  2. Label: Enter a name for the filter category to display to the user.
  3. Table: Select the same table you defined in the Filter Condition Field Form.
4. Right-click in the header and select Save.
Create a many-to-many relationship to connect the category and the filter condition.
1. Select the Filter Conditions tab within the Filter Category form.
2. Select New.
3. In the Filter Condition field within the Filter Category M2M Filter Condition form, select the reference lookup icon and select the filter category you created.
4. Select Submit.
Define a filter that contains the filter category.
1. In the filter navigator, enter sys_sg_filter.list.
2. Select New in the Filters form.
3. In the Name field of the Filter form, enter a name for the filter.
4. Right-click in the header and select Save.
Create a many-to-many relationship to connect the category and the filter.
1. Select New in the Filter M2M Filter Categories area of the Filter form.
2. In the Filter Category field within the Filter M2M Filter Category form, select the reference lookup icon and select the filter category you created.
3. Select Submit.
Assign the created filter with a Boolean field, to either a list screen or a map screen.
1. In the filter navigator, enter either sys_sg_list_screen.list or sys_sg_map_screen.list.
2. In the Name field, search for the screen where you want to add the filter.
3. Select the required screen and in the form perform the following:
  1. In the Filter field, select the reference lookup icon and select the filter you created.
  2. Make sure that the Hide filter and sorting field are cleared.
4. Select Update.