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How to filter a data set
There may be times when you want to display all data in a data set when a field is empty but when the field has an entry you want to filter the data set to data that contain your entry.
For example, let's say you have a list of technicians that are each assigned a department ID. You need to select a technician for a job and sometimes the job depends on the department ID, but other times it doesn't matter which department the technician belongs to. You can filter your data set so that it displays all data when a field is empty or specific data based on the ID selected.
For example, you've created a data set with the technician information:
On your form, you have a Select input for the department ID and a dynamic table that lists the department, the first name and last name of each technician:
The Department field is using the Technicians List data set with Department as the Select Data Set Field:
The dynamic table uses the same data set with Department as the field that filters the data and the key/primary data set field:
After clicking Apply Data Set Columns, the dynamic table populates.
When completing a form, when you leave the Department field empty, all technicians are displayed in the dynamic table:
Whereas, in this example, department 2 was selected so only the technician assigned to this department is displayed:
