Filter Records in a Menu Selection
Last updated 21/08/2023
In Five, you can use an SQLWHERE
clause in the Data Filter field to filter the records in the list. The WHERE
clause is used to extract only the records that fulfill your specified condition.You do not need to write the
WHERE
clause only the condition. For example, if you had WHERE OrderNumber > 300
you would only need to add OrderNumber > 300
in the Data Filter field.
Figure 1 - Data Filter field
For the following example, a data filter will be applied to the Orders menu for the Dispatch log in. Without the data filter, a user with the Dispatch role sees all the Order records on their log in. By applying a data filter and using the Dispatched field, we can make it that only the Order records that have not been dispatched are available in the list.
Figure 2 - All records - no data filter applied
Add a Data Filter
1. Select your menu record in the list.2. Either click the Edit button in the form app bar, or click directly in the Data Filter field.
Figure 3 - Edit the menu record
3. Type your
WHERE
condition in the Data Filter field.tip
Drop the
WHERE
clause and only add the condition!
Only show order records that have not been dispatched
Dispatched <> 1 OR Dispatched IS NULL
Figure 4 - Add your condition
4. Click the Save button in the form app bar.
Figure 5 - Save the menu record
info
The records have been filtered to only show the Order records that have not been dispatched.
Figure 6 - Filtered records