How do I create record filter categories?

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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.


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

  1. Click the Insert button. The Insert Category dialog appears.
  2. Enter the category's name.
  3. Click the Ok button. The category is displayed in the Record Filter Categories window.

To attach a filter to the category

  1. Select the category in the Create Record Filter definition window category dropdown. 

To rename a category

  1. Click the Category Maint.. button. The Record Filters Categories window appears.
  2. Highlight the desired category.
  3. Click the Edit button. The Edit Category dialog appears.
  4. Enter the new category name.
  5. Click the Ok button. The name is changed in the Record Filters Categories window.

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