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Modifying a Dynamic Filter

Dynamic filters are used to search for records within Suite. The filters that have been created for a module display in the Filters menu within the module.

To Edit a Dynamic Filter:

  1. Open Suite Manager.
  2. On the Suite Manager control panel, click the icn_Dynamic_Filters Dynamic Filters component in the Tools & Utilities area.
  3. On the Dynamic Filters window, select a filter in the table by clicking on it.
  4. Click the Edit button.
    wn_Dynamic_Filters_btn_Edit
  5. On the Dynamic Filter dialog box, modify the name of the filter (will be listed in the Filters menu) if needed.
  6. Modify the Microsoft SQL expression if needed. Instructions for the proper syntax are not provided here. Contact Mitratech Software’s Customer Support department or Professional Services Group for assistance if necessary.
  7. Click Save and Close.
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