• Tutorials
    • Forms, Navigation
    • Forms, Popup and Context Menus
    • Forms, Color of Fields
    • Forms, Changing the Font
    • Forms, Customizing
    • Forms, Printing Reports
    • Forms, Send Email
    • Forms, Help
    • Grids, Navigation
    • Grids, Scrollbars
    • Grids, Functions
    • Grids, Functions, Refresh
    • Grids, Functions, New Wizard
    • Grids, Incremental Search
    • Grids, Selecting Multiple Records
    • Grids, Find and Find Next
    • Grids, Filters
      • Filters, Creating a New
      • Filters, Getting Fancy
      • Filters, Saving and Reusing
      • Filters, Default Filters
    • Grids, Printing Reports
    • Grids, Customizing
    • Menus, Shortcut Keys
    • Forms, Form Letters
      • How to print a Form Letter, Richtext
      • How to print a Form Letter, PDF
      • How to create your own Form Letter
  • Webinars
  • Training
    • Windows XL Training
    • Mobile Delivery
  • What’s New
  • Follow us on Twitter

TeamDME! XL Help

  • System
    • Company
    • Postal Codes
    • Task
    • User Security
    • Dashboard
    • Report Designer
  • Inventory
    • Item
    • Item Category
    • Item Department
    • Item Manufacturer
    • Item Location
    • Tracked Item
    • Activity
      • Physical Count
      • Item Adjustment Edit
      • Service Transaction Edit
      • Item Transfer Edit
    • Reports
  • Orders
    • Diagnosis Code
    • HCPCS Procedure Code, Edit
    • HCPCS Procedure Modifier
    • HCPCS Coverage Criteria List
    • HCPCS Fee Schedule
    • Physician
    • Payor
    • Therapist
    • Facility
    • Quote
    • Medical Order
    • Point-of-Sale
    • Recurring
    • Claim Pending
    • Claim History
    • Reports
  • Receivable
    • Customer
    • Salesperson
    • Referral
    • Nonallowed Reason
    • Responsible Reason
    • Adjustment Reason
    • Payment Type
    • Payment
    • Reports
      • Aged Receivable Reports
      • Revenue Reports
      • Audit Reports
      • Finance Fee
      • Customer Statement
      • Collection Letter
  • Purchase Orders
    • Purchase Order
    • Purchase History
  • Payables
    • Vendor
    • Unposted Invoice
    • Unpaid Invoice
    • Reports
      • Aged Payable
      • Open Payable
      • Cash Requirements
      • IRS 1099 Forms
  • Ledger
    • Chart of Account
    • Journal Unposted
    • Journal History
    • Bank Register
    • Reports
      • Balance Sheet
      • Income Statement
      • Trial Balance
  • Windows
You are here: Home / Welcome / Tutorials / Grids, Filters / Filters, Creating a New
«« Grids, FiltersFilters, Saving and Reusing »»

Filters, Creating a New

frmqueryedit1.jpg

Once you click the Define Filter button, you will see the Query Selection form where you can create a new filter or query.

To add a new condition:

Step 1

Select a field to filter on. Click on “<Click here to add new condition>” and you will see a drop down list of all the tables associated with this grid. Next, click on the table you want from this list and you will see a list of all the fields for the selected table. Finally, click on the field you want to filter on and the field will be displayed in the Query Selection form after the condition number.

Step 2

Select an operator. The operator will usually default to “is equal to” which you want in most cases. But, if not, click on the condition operator and you will see a drop down list of all possible operators associated with this field. Finally, click on the operator you want to use with the field.

Step 3

Select a condition. Once you’ve selected the field and operator, you will see a blank condition associated with the field. So, click on the condition and enter the condition value.

Step 4

Repeat steps 1 to 3 for any more conditions, then click Ok to apply the query to your grid.

To delete a condition:

Step 1

Click on the number bubble for a drop down list of your options for this condition.

Step 2

Click “Delete row”.

Page Tags: Filters, New
«« Grids, FiltersFilters, Saving and Reusing »»

Tell us what you think. Cancel reply

You must be logged in to post a comment.

RETURN TO TOP

Copyright 2014-2026 · TeamDME!, Inc. · All Rights Reserved · Log in