Amal Nagm

To show your users that a filter is applied to data, the filter icon appears when the user moves the mouse pointer over the filtered data.

• List boxes
• Drop-down list boxes
• Combo boxes
• Repeating tables
• Repeating sections

Compatibility considerations

Set a filter for a list box, drop-down list box, or combo box

Set a filter for a list box, drop-down list box, or combo box

1. Right-click the control that you want to modify, and then click Control Properties on the shortcut menu.
2. Click the Data tab..
3. Do one of the following:
   • To use the values from a data source, click Look up values in the form's data source.
   • To use the values from a data connection, click Look up values from an external data source and then, in the Data Source list, click the data connection that you want to use.
4. Click Select XPath next to the Entries box.
5. In the Select a Field or Group dialog box, click the field or group that contains the fields that provide the values for the control, and then click Filter Data.
6. In the Filter Data dialog box, click Add.
   Note If you want to add a condition to an existing filter, click the filter that you want, and then click Modify.
7. In the first box in the Specify Filter Conditions dialog box, click the name of the field whose data you want to filter.
8. In the second box, click the type of filter that you want to use.
9. In the third box, click the type of condition that you want to apply to the filter, and then type the condition.
10. To configure more than one condition for the filter, click And, and then do one of the following:
    • To apply the existing condition and the new condition to your filter, click and, and then add your new condition.
    • To apply either the existing condition or the new condition to your filter, click or, and then add the additional condition.
11. Click OK to close the dialog boxes.
12. To test your changes, click Preview on the Standard toolbar, or press CTRL+SHIFT+B. The form template opens in a new window.
13. In the preview window, select different values in the filter control to test that it is working correctly.
    The filter is not working correctly
    If the values in the control that contains a filter are not correct, either because there are too many values or not enough values, try the following:
    • If you are using multiple conditions in your filter, remove all but one condition in order to check that the correct values are returned from that single condition. If the first condition returns the correct values, then add another condition, and test it.
    • Filters make a distinction between uppercase and lowercase characters. If you want to display data that begins with an uppercase or lowercase character, create a filter with an uppercase letter condition, select or in the Specify Filter Condition dialog box, and then create a lowercase letter condition.
    • If the filtered values are exactly opposite of what you expect, for example the products from all of the suppliers display instead of the products from a single supplier, change the filter type in the condition. For example, if your condition uses the filter type is equal to and you are getting too many products, try using the filter type is not equal to.

Set a filter for a repeating section or repeating table

• The repeating section or table is bound to a repeating field or group.
• The repeating section or table contains at least one control that is bound to a field that has a data connection.

Set a filter for a repeating section or repeating table

1. Right-click the Repeating Table or Repeating Section label that appears below the table or section on the form template, and then click Control Properties on the shortcut menu.
2. Click the Display tab.
3. Click Filter Data.
4. In the Filter Data dialog box, click Add.
   Note To add a condition to an existing filter, click the filter that you want, and then click Modify.
5. In the first box in the Specify Filter Conditions dialog box, click the name of the field whose data you want to filter.
6. In the second box, click the type of filter that you want to use.
7. In the third box, click the type of condition that you want to apply to the filter, and then type the condition.
8. To configure more than one condition for the filter, click And, and then do one of the following:
   • To apply the existing condition and the new condition to your filter, click and, and then add your new condition.
   • To apply either the existing condition or the new condition to your filter, click or, and then add the additional condition.
9. Click OK two times to close the open dialog boxes and return to the Control Properties dialog box.
10. To display a special filter icon to the user, which indicates that the data in the repeating section or repeating table has been filtered, click Show filter icon to indicate filtered items on the Display tab in the Control Properties dialog box.
11. To test the filter and make sure that it is working correctly, click Preview on the Standard toolbar. The form template opens in a new window.

The filter is not working correctly

• If you are using multiple conditions in your filter, remove all but one condition in order to check that the correct values are returned from that single condition. If the first condition returns the correct values, then add another condition, and test it.
• Filters make a distinction between uppercase and lowercase characters. If you want to display data that begins with an uppercase or lowercase character, create a filter with an uppercase letter condition, select or in the Specify Filter Condition dialog box, and then create a lowercase letter condition.
• If the filtered values are exactly opposite of what you expect, for example the products from all of the suppliers display instead of the products from a single supplier, change the filter type in the condition. For example, if your condition uses the filter type is equal to and you are getting too many products, try using the filter type is not equal to.