Setting up Saved Filters (With Helpful Examples)

Question

webadmin4paragon · Accepted Answer

Many list forms in Paradigm allow for saved filters to be set up to quickly apply filters that are commonly used. These filters can do almost anything that you can dream up for them to do. Complex filters can be created for you by Paragon Computing Solutions, but you can create filters for yourself as well. Filter Wizard

To create your own saved filter, start by trimming the list to what you want your saved filter to be. For example, filter it to customer 'TEST001'. After applying filters to all of the fields you want (note that additional columns can be added with the 'Add Columns' field at the bottom of the list), click the wizard button next to the filter selection field at the top of the list. In the resulting form, click 'Save Current Query' and give the new filter a name and select an 'Order By Field'. Your saved filter will now be an option in the saved filter drop-down. These next filters can be a little bit more complex to setup. In order to do so, go to one of the tabs in Paradigm that is listed under it and click the wizard button next to the filter selection field again. This time though, copy and paste the italicized lines below, into the Filter box. Then give the filter a name. Selecting a column from the drop-down list under "Order By Field:" will cause Paradigm to sort the results of the filter, by the column selected. After clicking "Close and Save", the new filter will appear in the drop-down list. Open Orders -Order List tab ysnCompleted = False and ysnCanceled = False

My Open Orders
-Order List tab
Replace Your EmployeeID with your actual EmployeeID so Paradigm knows who’s orders to show.
ysnCompleted = False and ysnCanceled = False and strSalesPerson and strSalesPerson = ‘Your EmployeeID‘

Recent
-Order List tab
-Invoice List tab
-Quote List tab
Make sure to replace (Days prior to current date) with the number of days back from the current date to see entries from.
dtmDate >= DateAdd(“d”,-(Days prior to current date),Date()) AND dtmDate <= Date()

Customers With Balance Customer List tab curBalance <> 0

Negative Qty Items -Inventory List tab decUnitsInStock<0

Unposted Invoices -Invoice List tab. ysnPosted = False

Open Quotes -Quote List tab ysnCompleted = False and ysnCanceled = False

Note: Selecting the checkbox beside "Default" will tell Paradigm to use that filter automatically when the tab with that filter is opened.