Multiple Selection dialog

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The Multiple Selection dialog is available from most setup and data-entry screens throughout the application and from the File > Print Reports screen. Use this dialog to select the items by which to filter the lists in the setup and data-entry screens.

Opening the dialog from setup and data-entry screens

  1. In the applicable setup or data-entry screen, click the Filter Filter button button next to the Search field in the upper-left corner of the screen.
  2. The application displays the Filter field below the Search field. Select the criteria by which you want to filter the list.
  3. The application displays the Method field next to the Filter field. Select is in the list from the drop-down list.
  4. The application displays a blank field and an Ellipsis Ellipsis button button next to the Method field. Click the Ellipsis button.

    Filter fields

The application opens the Multiple Selection dialog, where you can select the items to include in the list.

Opening the dialog from the Print Reports screen

In the Print Reports screen, you can filter the list of clients for which to generate reports.

  1. Choose File > Print Reports.
  2. In the Client field, select is in the list from the drop-down list.
  3. The application displays a blank field and an Ellipsis Ellipsis button button. Click the Ellipsis button.

Fields & buttons

Click the button to display the filter fields to narrow down the list of items in the Available items list. See Searching and filtering data for details.

This grid list all items that are available to include in the filter list.

This grid includes all items that were selected to include in the filter list.

To select one or more items to include in the filter list, highlight them in the Available items list and then click the Select button. To include all available items, click the Select All button.

To remove one or more items from the filter list, highlight them in the Selected items list and then click the Remove button. To remove all items from the list, click the Remove All button.

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