Displaying Records Which Meet Multiple Conditions
In the record view, you can filter records by specifying multiple conditions.
This section describes how to specify conditions such as "the orders made by A Company and B Inc." and "the scheduled sales of this month", and then show only records that meet the specified conditions in an order management app.
Example of filter conditions:
- Customer name equals to "A Company" or "B Inc.".
- Month of sales equals to "This Month".
- The above two conditions are met
A Text field is used for customer name and a Date field is used for the month of sales.
To set filter conditions, use the following steps.
On the record list screen of the order management app, click filter button .
Select "Customer Name" for the first condition.
In order to display records of "A Company" or "B Inc.", select "includes any of", and then enter "A Company" and "B Inc".
You should enter customer names which exactly match the registered names.
Click add button to add a condition field, and then select "Month of Sales" for the second condition.
In order to display the scheduled sales for this month, select "= (equal to)", and then select "This Month" and "All".
In order to display records which meet both conditions, select "All conditions are met".
Specify the display order of the records with "Sort by".
Click "Apply" or "Save".
If you click "Apply", records will be filtered under the specified condition. In an app where you have management permission, you can click "Save" to save the filter condition within the app. Records will be filtered under the specified conditions.