The View Criteria tab allows the administrator to set up one or more sets of criteria that control what data the users see. Also, different types of criteria can be established in conjunction with view and user attributes to allow data selection to vary based on the current client connection.

Adding Criteria Sets to a View

To add criteria sets to a view: Select Views in the left pane. Select the desired view from the Available Views list. Click the View Criteria tab. Click the Add View Criteria button . The Edit View Criteria dialog will open (as seen at left). Enter the name for the criteria in the Criteria Name box. Select the criteria type from the Type dropdown box. If the type is Offline, specify the maximum number of records to cache in the Max Records box. 0 or less results in an unlimited number of records. In the Filter tab, specify the filter (if any) to use to limit the data cached offline. In the Sorting tab, specify the ordering in which the records should be cached. Click the OK Button.

Edit View Criteria Dialog Box Properties

Filter Tab

To create a simple filter:

To create multiple simple filters:

Creating Complex Filters

To create a complex filter: Double click on the Criteria Name field of interest. This will bring up the Edit View Criteria dialog box. Select the Filter tab. Click the blue Edit Complex Filter link. The Complex Filter grid will appear. Double click in the grid to add a filter. The Edit Filter Item dialog box will appear (as seen here). Edit the Display Name, Test, and Value fields and click OK. Display Name and Test are dropdown lists. The new filter will now appear in the filter grid.

Combining Filters

Filters may also be combined to further refine the data displayed. Filters in the same column are joined with an and operation. The records retrieved with an and operation must meet all of the conditions of all of the filters in that row. Filters in the same row are joined by an or operation. The records retrieved with an or operation must meet all of the conditions of at least one of the filters.

In the following example, the records retrieved would have a Physical Count number greater than 100 OR they would have both a Store Room starting with MAIN AND a Bin starting with A-:

Advanced Filters

The basic filtering technique (selecting field, test, and value) works for most situations and is preferred because it ensures correct syntax in the query statements. More advanced filters may be created by checking the Plain Text Filter box on the Edit Filter Item dialog box and entering a custom SQL statement. This provides the opportunity to create unique filters based on the syntax of the particular database view by inputting text that will be inserted into the where clause without modification.

Filter Operators

Wildcards

A wildcard is a placeholder for characters which do not have to be specified. Wildcards can be used in the filter field. For example, the records for all employees whose employee numbers begin with 27 can be retrieved by using a wildcard. In this case, the filter field would be Employee Number, and the value in the field would be 27%. The percent sign indicates that anything can follow the 27. In this particular case, all of the following numbers could be returned: 27, 270, 27462983.

Sorting Tab

The Sorting tab is used to specify the ordering of the records for the view criteria. The following image shows a sort order for an offline criteria. The specified sorting orders the records in ascending order based on the value of the Location field. Additional fields can be added to the sorting of the view criteria. The first field selected as a sort parameter will establish the primary sorting order for all records. For any subsequent fields, the sorting order will be applied in the order the fields were configured.