What are record filter categories?
Record Filter Categories act like folders. Their primary role is to help organize and categorize different filters that you create within Cintra iQ.
Note:
The category remains hidden until you attach a record filter definition to it in the Create Record Filter Definition window. If you do not save your new filter to a specific category, it is automatically saved to the Uncategorised category in the Record Filters window.
Go to Cintra iQ:
- Lower right-hand corner> Filters> Record Filters window
- Menu bar> Definitions> Filters> Record Filters window
Click the Category Maint.. button. The Record Filters Categories window appears.
Within the Record Filters Categories window, you can perform the following:
- Create a new category.
- Rename a record filter category.
- Delete a record filter category.
To create a new record filter category
- Click the Insert button. The Insert Category dialog appears.
- Enter the category's name.
- Click the Ok button. The category is displayed in the Record Filter Categories window.
To attach a filter to the category
- Select the category in the Create Record Filter definition window category dropdown.
To rename a category
- Click the Category Maint.. button. The Record Filters Categories window appears.
- Highlight the desired category.
- Click the Edit button. The Edit Category dialog appears.
- Enter the new category name.
- Click the Ok button. The name is changed in the Record Filters Categories window.
