AutoFilter

The Field Auto-Filter functionality in Ucode is a powerful tool that dynamically filters data in one table based on related fields in another. It simplifies workflows, ensures data consistency, and streamlines the data input process. This guide will walk you through configuring and using the Field Auto-Filter step by step.

Understanding the Tables

To demonstrate the Field Auto-Filter, we’ll work with three interconnected tables:

1. City Table

This table stores city names and acts as the foundation for filtering other tables. For example:

• California

• Boston

• New York

2. District Table

This table associates districts with cities using a relation field. It contains two fields:

• District Name: Stores district names.

• City: A relation field linking the District Table to the City Table.

Example data:

• Alameda, Contra Costa, Del Norte → linked to California.

• Allston, Back Bay, Brighton → linked to Boston.

• Brooklyn, Financial, Manhattan → linked to New York.

3. Street Table

This table connects streets with cities and districts using relation fields. It contains:

• Street Name: Stores street names.

• City: Links to the City Table.

• District: Links to the District Table.

Configuring the Field Auto-Filter

Step 1: Access the Auto-Filter Settings

1. Open the Street Table.

2. Navigate to the Settings section.

3. Go to the Relation tab and locate the relation between the District and Street fields.

4. Click the Edit button to open the auto-filter configuration.

Step 2: Set Up the Auto-Filter

1. In the configuration menu, click the Add button to define a new filter.

2. For both input fields, select City ID as the filter criteria.

3. Click Save to finalize the configuration.

This setup ensures that when a city is selected in the Street Table, the District field will automatically display only the districts associated with that city.

1. Add a new street named Wall Street.

2. Select New York as the city.

3. Observe that the District field dynamically filters to display only districts linked to New York: Brooklyn, Financial, and Manhattan.

4. Select Financial and save the entry.

Benefits of Field Auto-Filter

• Enhanced Accuracy: Prevents incorrect data entry by displaying only valid options.

• Simplified Workflows: Reduces complexity and streamlines the data input process.

• Improved User Experience: Ensures users can easily find and select relevant data.

The Field Auto-Filter functionality in Ucode is an essential tool for creating dynamic and intuitive workflows. By linking related fields and automating filtering, it enhances data accuracy, saves time, and simplifies complex data relationships. Whether you’re managing hierarchical data or connecting multiple tables, this feature ensures seamless and efficient data management.