8.5.5 Creating a Smart Filters Page Manually

Create a smart filters page by manually adding the page and smart filter components.

Using the Create Application Wizard or Create Page Wizard is the easiest way to create a smart filters page. However, you can create a smart filters page manually. At a minimun, creating a smart filters page manually involves the following steps:

• Create a report region that supports smart filters. Supported report regions include classic report, cards, map, or calendar.

  Tip:

  You must create maps and calendars manually since the Create Application and Create Page Wizards only support creating smart filter pages with a classic report and cards report.

• Add a smart filters region.

• Add individual filters to the smart filters region.

The following example creates a smart filters page which contains a classic report built on the EMP table. The EMP table is available in the sample dataset, EMP / DEPT.

To create a filtered search manually.

1. Run the Create Application Wizard:
   1. On the Workspace home page, click the App Builder icon.
   2. Click the Create button.
   3. Click New Application.
      The Create Application Wizard appears.
2. On Create a Page:
   1. Name - Enter a name to identify the application. For example, enter Smart Filters - Manual
   2. Appearance - Accept the default Theme Style and menu layout (Vita, Side Menu). To change it, click the Set Appearance icon adjacent to the Appearance field.
   3. Under Pages, click Add Page. Expand Additional Pages at the bottom of the window and select Classic Report.
   4. On Add Report Page:

      • Page Name - Enter a name for this page. For example, enter Employees

      • Set Icon - Accept the default, or select an icon to display in the navigation menu for this page.

      • Table or View - Select a table or view on which to build the page. Select EMP.

      • Click Add Page.

   5. Click Create Application.
      The Application home page appears.
3. View the new page.
   1. On the Application home page, select the new page, 2 - Employees.
      The page displays in Page Designer.
   2. Click Save and Run Page on the right side of the Page Designer toolbar.
   3. When prompted, enter your workspace username and password and click Sign In.

      A Employees report appears.

      
      Description of the illustration smart_filter_emp_rpt.png
   4. Return to Page Designer. Click Page X on the Runtime Developer toolbar where X is the page number.
4. Add a search region:

   When adding a search region, you can add it in the Body or Breadcrumb Bar. Adding it to the Breadcrumb Bar ensures it always displays at the top of the page. In this example, you add the search region to the Body.

   1. In the Rendering tab (or left pane), right-click Body and select Create Region.
   2. Select the new region. Edit the following Region attributes in the Property Editor (or right pane):
      • Identification, Title - Enter Search
      • Identification, Type - Select Smart Filters.
      • Source, Filtered Region - Select Employees.
   3. Update the Template Options:

      • Appearance, Template Options - Click Use Template Defaults, Scroll - Default.

        The Template Options dialog appears.

      • Common, General - Select Remove Body Padding.

      • Common, Header - Select Hidden but accessible.

      • Click OK.

5. Update the Search region appearance:
   1. Layout, Sequence - Enter 5
   2. Layout, Column Span - Select 8.
   3. Save your changes. Click Save.
6. Update the filter for searching multiple columns:
   1. Select PX_SEARCH where X represents the page number.
   2. Source, Database Column(s) - Enter ENAME,JOB,MGR,DEPTNO
   3. Save your changes. Click Save.
7. Add a filter for the DEPTNO column:
   1. In the Rendering tab, right-click the Filters and select Create Filter.
   2. Select the new filter and edit the following attributes in the Property Editor:

      • Identification, Name - Enter PX_DEPTNO where X represents the page number.

      • Identification, Type - Accept the default, Checkbox Group.

      • Source, Database Column - Verify that the column is DEPTNO.

      • Label, Label - Enter Department

      • List of Values, Type - Select Shared Component.

        The Create Application Wizard created a lookup list of values named DEPT.DNAME so that the DEPT column displays the department name instead of the department number.

      • List of Values, List of Values - Select DEPT.DNAME

   3. Save your changes. Click Save.
8. Add a filter for the MGR column:
   1. In the Rendering tab, right-click the Filters and select Create Filter.
   2. Select the new filter and edit the following attributes in the Property Editor:

      • Identification, Name - Enter PX_MGR where X represents the page number.

      • Identification, Type - Accept the default, Checkbox Group.

      • Source, Database Column - Verify that the column is MGR.

      • Label, Label - Enter Manager

      • List of Values, Type - Select Shared Component.

        The Create Application Wizard created a lookup list of values named EMP.ENAME so that the MGR column displays the manager name instead of the employee number.

      • List of Values, List of Values - Select EMP.ENAME.

   3. Save your changes. Click Save.
9. Add a filter for the JOB column:
   1. In the Rendering tab, right-click Filters and select Create Filter.
   2. Select the new filter and edit the following attributes in the Property Editor:

      • Identification, Name - Enter PX_JOB where X represents the page number.

      • Identification, Type - Accept the default Checkbox Group.

      • Label, Label - Verify the label is Job.

      • Source, Database Column - Verify that the column is JOB.

      • List of Values, Type - Select Distinct Values.

   3. Save your changes. Click Save.
10. Add a filter for the SAL column:
    1. In the Rendering tab, right-click Filters and select Create Filter.
    2. Select the new filter and edit the following filter attributes in the Property Editor:

       • Identification, Name - Enter PX_SAL where X represents the page number.

       • Identification, Type - Select Range.

       • Label, Label - Enter Salary

       • Source, Database Column - Verify that the column is SAL.

       • Source, Data Type - Select NUMBER.

       • Settings, Select Multiple - Enable Select Multiple.

    3. Define the PX_SAL filter as a static list of values:

       • List of Values, Type - Select Static Values.

       • List of Values, Static Value - Click Display1, Display2.

         In the Static Values dialog, define the following:

         • Row 1:

           Display Value - Enter <900

           Return Value - Enter |900

         • Row 2:

           Display Value - Enter 900 - 1#G#300

           Return Value - Enter 900|1300

         • Row 3:

           Display Value - Enter 1#G#300 - 2#G#000

           Return Value - Enter 1300|2000

         • Row 4:

           Display Value - Enter 2#G#000 - 2#G#500

           Return Value - Enter 2000|2500

         • Row 5:

           Display Value - Enter 2#G#000 - 2#G#500

           Return Value - Enter 2500|

         
         Description of the illustration smart_filter_static_values.png

       • Click OK to save your changes.

    4. Save your changes. Click Save.
11. View the page.
    1. Click Save and Run Page in the upper right corner.
    2. If prompted, enter your workspace username and password and click Sign In.

       The revised page appears. Notice four suggestion chips display under the search field.

       
       Description of the illustration smart_filter_manual_run.png
    3. Test the page. Select filters. To remove a filter, click the X after the filter name.