## Overview By operating the "「Filter」" at the top of the list screen, you can search for records with specific conditions. Multiple conditions can also be combined. When "[View Save Type](/en/manual/dashboard-view)" is set to "Session" or "User", the set filter will be retained even after moving to other screens. Filters also work on chart screens such as "[Calendar](/en/manual/table-calendar)" and "[Gantt Chart](/en/manual/table-management-gantt)" in the same way as on the list screen.  ## Limitations 1. If "[Always Request Search Conditions](/en/manual/table-management-always-request-search-condition)" is turned on in "「Table Management」", records will not be displayed unless one or more filters are set. 1. If "[View Save Type](/en/manual/dashboard-view)" is disabled in "「Table Management」", the filter will be released when you transition to a new screen. 1. Search results may differ between when using SQL Server and when using PostgreSQL. SQL Server uses the LIKE clause or "Full-Text Search", while PostgreSQL uses the ILIKE clause or "Full-Text Search" using pg_trgm. 1. If you want to filter by the values of tables more than two levels deep, you need to enable the "[Use Search Function](/en/manual/table-management-use-search)". ## Prerequisites 1. The item to be searched must be enabled in "「Filter」". 1. The item to be searched must be enabled in "[List](/en/manual/table-management-grid)" or "[Editor](/en/manual/table-management-editor)". If the item is enabled in "「Filter」" but disabled in "[List](/en/manual/table-management-grid)" and "[Editor](/en/manual/table-management-editor)", the filter will not be displayed on the screen. ## Operation Method ### "Incomplete" Checkbox By turning on this check, you can search for incomplete records. Records with less than 900 options registered in the status item are considered incomplete. By default, records are considered incomplete when anything other than "Completed" or "Pending" is selected. If the "「Status」" item is disabled in the "[List](/en/manual/table-management-grid)" and "[Editor](/en/manual/table-management-editor)", the "Incomplete" checkbox will not be displayed in the filter. ### "Self" Checkbox By turning on this check, you can search for records where the login user is selected in the "Administrator" or "Person in charge" items. If both the "Administrator" and "Person in charge" items are disabled in both the "[List](/en/manual/table-management-grid)" and "[Editor](/en/manual/table-management-editor)," the "Self" checkbox will not be displayed in the filter. ### "Due Soon" Checkbox By turning on this check, you can search for records whose completion date falls within the range specified by "Due Soon" days (before) and "Due Soon" days (after) settings in the "[テーブルの管理：フィルタ](table-management-filter)". This can only be used with tables that have due dates. By default, the target period is within 7 days before and after. If the "Completion" item is disabled in both the "[List](/en/manual/table-management-grid)" and "[Editor](/en/manual/table-management-editor)," the "Due soon" checkbox will not be displayed in the filter. ### "Delay" Checkbox By turning on this check, you can search for records that are determined to be delayed. Records whose status is incomplete and whose progress is lower than the scheduled digestion rate will be considered delayed. Only due tables are available. The conditions for delay are as follows: 1. Incomplete (status item set to a number less than 900) 1. The current time is past the completion date, and the progress rate is less than 100% 1. The progress rate is less than the scheduled consumption rate Progress rate = (current time - start item*) / (completionitem - start item*) × 100 *If the start item is not entered, the record creation date will be used. ### "Overdue" Checkbox By turning on the check, you can search for records that have less than 900 choices registered in the "「Status」" item and have exceeded the date and time set in the completion item. Available only for due date tables. ### "Classification", "[Title](/en/manual/tenant-logo)", "[Contents](/en/manual/table-management-body)", and "[Description](/en/manual/table-management-column-description)" Text Boxes Search by entered text string is available. A search by text box is available when there is no choice in the classification item. Search keywords are case-insensitive. AND search is possible by separating multiple words with a space. OR search is not supported. To search for a record with no entry, enter a single-byte or double-byte space in the text box and press the Enter key. ### "Classification", "「Status」", "Administrator", and "Person In Charge" Drop-Down Lists You can search by opening the drop-down list and checking the search target. If multiple options are checked, the search will be performed using OR conditions. If you select “(Unset)”, records for which no choice is set will be searched. Also, if you select "Self", it will search for records where the logged-in user is set. If the "[Use Search Function](/en/manual/table-management-use-search)" is set to ON in the item's advanced settings, a search dialog box will appear when you click on the drop-down list, so please select your choice here. ### "Numerical Value", "Workload", and "Progress Rate" Drop-Down Lists You can search by opening the drop-down list and checking the choices that indicate the range of numerical values to be searched. If multiple options are checked, the search will be performed using OR conditions. If you select "(Unset)", records with no numerical values entered will be searched for. ### "Numerical Value", "Workload", and "Progress Rate" Text Boxes If "Mode Selection" is set to "「Range」" in the advanced filter settings, click on the filter to open a dialog box for entering a numerical value range, enter numerical values in the "Start" and "End" fields, and click "OK". It is also possible to enter only "Start" or only "End". ### "Date", "Created Datetime", and "Updated Datetime" Drop-Down Lists Open the drop-down list and check the choices that indicate the range of dates to be searched. If multiple choices are checked, the search will be performed using the OR condition. If you select "(Unset)", records with dates not yet entered will be searched. ### "Date", "Created Datetime", and "Updated Datetime" Text Boxes If "Select Mode" is set to "「Range」" in the advanced settings of the filter, click on the filter to open a dialog box for entering a date range, enter values in the "Start" and "End" fields, and click “OK. It is also possible to enter only "Start" or only "End". If the "[Editor Format](/en/manual/table-management-editor-format)" is set to "Year, Month, Date", the range of dates specified in "End" up to 23:59:59.997 hours will be extracted. ### "Check" and "Lock" Checkboxes By checking the check box, you can search for checked records. ### "Check" and "Lock" Drop-Down Lists If "[Control Type](/en/manual/table-management-control-type)" is set to "On" and "Off" in the advanced filter settings, select "On" to search for records that are checked, or "Off" to search for records that are not checked. ### Attachment File Items There is no search function for attachment items. ### Search Select "Negation" with a string entered in the "[Search](/en/manual/table-management-search)" text box. The search will be performed on items for which "[Full Text Type](/en/manual/table-management-full-text-type)" has been set in the item's advanced settings. Search keywords are not case-sensitive. AND search is performed when a space separates words. If "or" is entered between words, an OR search is performed. The search behavior varies depending on the "[Search Type](/en/manual/table-management-search-type)" selected in "Search Settings". ## Reset When you press the "Reset" button, all filter conditions will return to the settings of the selected view. ## Collapse and Expand Click the X to the left of the word "「Filter」" to collapse the filter. Click again to expand it back to its original state. ## Customize Filters can be customized in display and functionality by using the "「Table Management」" function. Please refer to the following page for details. [テーブルの管理：フィルタ](table-management-filter) [テーブルの管理：フィルタ：項目連携](table-management-filter-column-relation) ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/table-calendar">Table Function: Calendar Display of Records</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-body">Table Management: Item: Body</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-editor">Table Management: Editor</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-editor-format">Table Management: Editor: Item Detail Settings: Editor Format</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-control-type">Table Management: Editor: Item Detail Settings: Control Type (Numerical)</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-column-description">Table Management: Editor: Item Detail Settings: Description</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-use-search">Table Management: Editor: Item Detail Settings: Use Search function</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-full-text-type">Table Management: Editor: Item Detail settings: Full Text Type</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-grid">Table Management: List Screen</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-always-request-search-condition">Table Management: List screen: Always Request Search Conditions</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-filter-check-filter-control-type">Table Management: Filter: Check Item Filter Control Type</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-search">Table Management: Search</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-search-type">Table Management: Search: Search Settings: Search Type</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-calendar">Table Management: Calendar</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-gantt">Table Management: Gantt Chart</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/tenant-logo">Tenant Ｍanagement Function: Logo, Title, Logo Image</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/dashboard-view">Dashboard Function: View Save Type</a><span>08.14.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />