How to customize the filter option for the radio button in Apptivo?

Updated on February 25, 2020 06:09AM by Admin

Organizations have a large number of records. It becomes tedious to search a particular record from a group of records. To reduce your work, Apptivo has a filter option in all its applications. It simplifies your work and saves time. If you need to create filters for your customers using radio buttons, it can be achieved effortlessly using Advanced Search.

For Instance: Let us consider the Contacts App.

  • In the Contacts App, navigate to Settings → Customize App → Master Layout.
Master layout
  • Drag and drop the Radio Button attribute to the Master Layout. Here, click on it to see the Inspector tab.
radio
  • In the Inspector tab, you can change the name of the Radio button. Then, scroll down in the Inspector tab to add values for the radio button. Add a value in the values section and click (+) option to save it.
Phone Contact
  • Then, perform the same step to add another value. Another radio button will be created automatically.
Values

Adding Filter

  • Now, turn on the filter from the Standard Behavior in the Inspector tab.
Standard Behaviour
  • Once the layout is saved, navigate to Show All page in the Contacts App.
Show All
  • Here, click the Display icon to view the dropdown. You can see the radio button Phone Contact created as an attribute to display in the Show All page.
Display
  • Select Phone Contact. You can see the Phone Contact as an attribute. Since the filter is enabled, you can see a filter icon for the Phone Contact radio button in the Show All page.
Phone Contact Attribute
  • On clicking the filter icon, you can see the assigned values. You can untick anyone to see the filter results of the other.
Assigned Values
  • On clicking apply, you can see the contacts for which phone contacts are present.
Filtered
  • You can also remove both the options by selecting clear or select all the options using the Select All feature.

Removing Filter

  • Now, turn off the filter option from Standard behavior in the Inspector tab in Master Layout.
Disabled Value
  • You can see that the Filter icon is removed from the Show All page for Phone Contact.
Removed filter