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Find Record(s) - Filter

This dialog displays when you select Find Records filtering from the Select Render Mode Manual Ordering dialog or dynamic filtering for finding additional records to output for the current custom element.

Use the Filter option to display all or a subset of the records. The filter option defaults to All Records. Click Subset of records to restrict results output based on fields contained within the Custom Element. This tool is similar to other advanced CommonSpot filter tools.

Sort Order gives you options for ordering using field criteria. Pick from the dropdown and choose ascending (A-Z) or descending (Z-A) order. Fields displayed in the Sort Order dropdown are defined in the Data Browser Properties dialog for the Element in the Site Administration - Manage Elements dialog.

 

When coming from the Select Render Mode dialog for dynamic results, clicking Save, records your filter and closes the dialog. Clicking Preview Records displays the results of your filter in a new light box window so that you can confirm you have the right options. Once you are satisfied you can then close the Preview window and save your changes.

When choosing the ‘Manually select data to render’ option from within the Select Render Mode dialog, this dialog will not display Save and Preview buttons, but will instead display a ‘Next’ button. Clicking this will display the Find Records Filter Results dialog which will allow you to select which records will be appended to your manual list.

 

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