How to filter records / status?

The Filter Application Screen is designed to help users efficiently search, view, and sort specific records based on various parameters. This feature is especially useful when dealing with large volumes of data.

Screen Overview

The screen is divided into three main panels:

1. Select of columns (Left Side)

2. Filter columns (Middle)

3. Sort  (Right Side)

It also contains buttons at the top for saving, downloading, resetting, and navigating to back.

1.Select Panel :

The Select panel allows users to choose which columns should be visible in the results view. By default, all checkboxes are enabled. If you uncheck the main 'Select' checkbox, it will remove all selections. You can then manually choose the specific columns you want to view by ticking their respective checkboxes.
Below is a list of some examples of available columns for reference.

Field	Description
Status	Shows the bill status (e.g., Billed, Cancelled, Draft)
Type	Displays the bill type, usually "SB" (Sale Bill)
Id	Unique identifier of each sale bill
Date	The date when the bill was created
Bill From	The source entity creating the invoice
Bill To	The customer or entity to whom the bill is addressed
Total Taxable Value	Sum of taxable amounts in the bill
Total Non-Taxable Value	Sum of exempted or non-taxable amounts
Total Tax	Total tax applied to the bill
Total Value	Final amount including taxes
Biller	The user who generated the bill
Approver	The user who approved the bill

2.Filter Panel :

The Filter panel is where users input criteria to narrow down the bill list. This helps locate specific records quickly.

Filter Field	Function
Status	Dropdown to select a specific bill status
Id	Enter a specific bill ID or partial match
Date (Range)	Choose a date or date range using the calendar picker
Bill From	Select the billing entity creating the invoice
Bill To	Select the customer/entity receiving the invoice

Filtering criteria can be combined. For example, you can search for all “Billed” status bills from “MAL - BLR” between 1-June-2025 to 30-June-2025.

3.Sort Panel :

The Sort panel lets users define how the filtered records are displayed — ascending or descending.

Each field has a “NONE” button that can be toggled:

• Click once to sort ascending (e.g., A–Z, smallest to largest)

• Click again to sort descending

• Click again to clear the sort

Sorting is available on the same columns listed in the Select panel.

Header Action buttons

Button	Function
Save As	Save the current filter and column view as a preset for future use
Save	Saves changes made on the current screen
View	Displays filtered results based on your selected fields
Download	Exports the filtered data (usually in Excel)
Reset	Clears all applied filters and selections
Back	Navigates to the previous screen (e.g., Sale Bill status List / Default screen)