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Filters

Filters allow for specific fields of a view to be searched on using a given criteria. The criteria can be a literal value, an attribute, or even an expression. Search criteria can be set up for the selected query in this section. When the query is executed, the defined filter information is used to limit the search accordingly. When configured in the default query, these criteria control the initial filter settings displayed when a view is first queried by a user in the Remote Client.

The Anatomy of a Filter Item

Filter Callouts

  1. Toolbar
  2. Grouping
  3. Field
  4. Operator
  5. Criteria

Toolbar

Filter Toolbar

The Filter section contains a toolbar with icons. The following is a brief explanation of each.

Icon Name Purpose
Clear Filter Icon Clear Filter Blanks out the criteria presently in place for the currently-selected filter item.
Insert Filter Icon Insert New Filter Item Creates a new filter entry immediately below the currently-selected one.
Delete Filter Icon Delete Filter Item Deletes the currently-selected filter item.
Shift Left Icon Shift Left Moves the selected filter grouping to the left by one increment. Items indented one level have the opposite grouping as that of the items at the base-level.
Shift Right Icon Shift Right Moves the selected filter grouping to the right by one increment. Items indented one level have the opposite grouping as that of the items at the base-level.
Toggle Grouping AND Icon Toggle Grouping Changes the base-level filter grouping. The icon that is displayed in the toolbar represents the currently-active grouping. By default, the items have an and grouping Toggle Grouping AND Icon . When the toolbar displays this icon with the word and, the grouping text indicator also states and, indicating that all base-level filter items have an and grouping. Items indented one level have the opposite grouping. Thus, if the base-level grouping is and, then the items indented one level have an or grouping. If the base-level is using an or grouping, the grouping text indicator states or and the toolbar icon will also reflect this grouping Toggle Grouping OR Icon .

Grouping

The grouping indicator displays the type of grouping in place at the specific filter level. The and grouping signifies that all of the filter entries in that grouping must match the record data for the given record to be retrieved. The or grouping allows for any of the filter items in that grouping to match the record for it to be retrieved. If multiple levels of indentation are present in the filter, each level will have a grouping description. Corresponding to the two possible grouping types, this either displays and or or.

Field

The filter field represents the field from the view that will be searched against. To select a different field, click the field name and select the field of interest from the list. A Raw Text option is also available, which then allows for the criteria field to contain a lengthy comparison expression.

Operator

Immediately following the field is the operator being used. By default, this is an equal to operator (=). To change the operator, click it and select the operator of interest from the list. When the Raw Text filter field is selected, no operator is available. This is due to the fact that the raw text filter field has the operator written in to its criteria field. Possible operators include the following selections:

Operator Description
= Equal to.
<> Not equal to.
< Less than.
> Greater than.
<= Less than or equal to.
>= Greater than or equal to.
IS NULL Returns records having a null value for this field. Selecting this item negates the criteria field.
IS NOT NULL Returns records having anything except a null value for this field. Selecting this item negates the criteria field.

Criteria

The criteria field allows for possible choices to be selected from the drop-down, or for values to be entered directly into the field. A literal value (such as APPROVED) can be entered, or an attribute value (such as ${ACTFINISH}) can be selected from the dropdown.

 


Last modified 2006-05-30 11:19 AM
 

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