Capture Server Pro - Filter Behavior

Filter behaviors limit the list of choices for a Lookup or Drop Down field based on the value of the field that has the Filter behavior. When an indexing user enters a value for the key field, the filtered field’s list of choices is automatically limited to the associated values from the data source.

Considerations

• This behavior can only be applied to fields with the following styles selected:
  • Drop Down
  • Lookup
• To utilize this behavior, you will need to have a Source configured. You can find instructions on how to do this in the Configuring a Source article (Under Construction).

Configure a Filter

1. Go to the Capture Server Home page.
2. On the Home page, click Connections.
3. On the Connections page, click Destinations in the navigation panel on the left side of the page.
4. Click the name of the destination with the content type that contains the indexing field that you want to edit.
5. In the destination’s content type list, click the name of the content type that contains the indexing field that you want to edit.
6. On the content type’s field list, expand the row of the indexing field that you want to edit by clicking the Expand button ()
7. On the Behaviors tab, click Add a Behavior or click the Edit button () next to the behavior that you want to edit.
8. If you are adding a new behavior, on the Configure a Behavior wizard’s Welcome page, select Filter from the behavior type list, and then click Next.
9. On the Configure Filter page, configure the behavior.
   1. Select the external data source from the Source
   2. Select the database table from the Choose a Table
   3. In the Key Field row, select the database column from the Database Fields list that you want to compare the key field’s value to.
   4. In the Filtered Field row, select a field to filter from the Content Type Fields list and then select the database column that you want to provide the filtered field’s values.
10. When you have finished configuring the behavior, click Save.