Let users to specify exact criteria for reports

Users may query more exact report criteria. For example, it is necessary to review the list of orders from the client John Smith during the required period.

To let users to specify exact criteria for the View/Report, adjust Ask the user option.

First of all Create or Edit the View you want to use.

In the Matching section select the Only records that meet certain criteria option.

From the drop-down list on the left, choose the column that should be filled in by the user.

Then select the operator.

In the third field choose Ask the user option.

The chosen operator specifies the value that a user will enter. For example, if you choose the "is" operator for the "Client name" text column, the user should enter a full client name. In case you set the "contains" operator, a user may enter only first or last name of a client and records containing these names will be shown.

When the lookup column or simple text/numeric column is selected, the system will render the simple edit box for user input.

If the Ask the User option is applied to the Text/Numeric column with choices, or User column, or Reference column referring to another table, the "is" operator is recommended. Moreover, TeamDesk will displaythe dropdown box instead of the simple edit box.

Please notice, that in case of Related Details displaying, all filters with the <ask the user> option are ignored. Therefore if you need to apply dynamic filters for related details displaying, create auxiliary columns in Master table and add match conditions to the relation. Moreover, the values kept in the auxiliary columns can be changed by custom button.