8.5.4 Creating Smart Filters Using the Create Page Wizard

Run the Create Page Wizard to add a new smart filters search page to an existing application.

If you are using the latest Universal Theme, breadcrumbs function a little differently when adding a new smart filters page using the Create Page Wizard. If breadcrumbs are disabled, the Smart Filters region is added to the Body container. However, if breadcrumbs are enabled, the Smart Filters region is added to the Breadcrumb container and a Breadcrumb displays at the top the page.

See Also:

Editing Breadcrumbs

To create a smart filters page by running the Create Page Wizard:

1. On the Workspace home page, click the App Builder icon.
2. Select the application.
3. Click Create Page.
4. For Create a Page:
   1. Page Type - Select Component and then Report.

      Tip:

      Component pages provides page-level functionality and can be added multiple times within a given application such as reports, forms, charts, or calendars. Feature pages provide application-level functionality and can only be added once per application.

   2. Select Smart Filters.
5. On Page Attributes:
   1. Page Number - If you enter a new page number, the wizard creates a new page. If you enter an existing page number, the wizard adds the component to that page.
   2. Page Name - Specify a name for the page.
   3. Breadcrumb - Select whether you want to use a breadcrumb navigation control on your page. If you elect to include breadcrumb navigation, additional attributes appear.
      If you using the latest the lastest Universal Theme and Breadcrumb are enabled, the Smart Filters region is added to the Breadcrumb container. If Breadcrumb is disabled, the Smart Filters region is added to the Body container.
   4. Click Next.
6. For Navigation Preference:
   1. Select how you want this page integrated into the Navigation Menu. To learn more, see field-level Help.
   2. Click Next.
7. For Data Source, select a Data Source for the page:
   • Local Database - Data is sourced from the local database.
   • REST Enabled SQL Service - Data is sourced from a remote database, where the connection is defined using REST Enabled SQL. To create or maintain REST Enabled SQL references, navigate to Shared Components, REST Enabled SQL.
   • Web Source - Data is sourced from a RESTful web service defined using Web Source Modules. To create or maintain Web Source Modules, navigate to Shared Components, Web Source Modules.

   Tip:

   The steps that follow differ depending upon the selected Data Source. This task assumes the Data Source is a Local Database.

8. For Source Type, specify the source of the new page:
   • Table:

     • Table / View Owner - Select the owner of the table on which you are building the Smart Filters page.

     • Table/View Name - Select the table or view on which the page will be based.

     • Display As - Select the classic report view: Report or Cards.

     • Select the filters to include in the report. Filters display as suggestion chips, filters in the drop down list, or optionally on the More Filters list at runtime.

       Filter recommendations are based on statistics of data in your table. Click Refresh to refresh the column statistics to provide better recommendations.

   • SQL Query:
     • Enter a SQL SELECT statement - Enter the SQL query. To see an example, expand the SQL Query Example region.
9. Click Create.