Filter Conditions are preset operands that determine which entries should be included in the filter (i.e., which entries are shown in the Spreadsheet Layout). Filter variables are selectable filters that can be used to obtain specific information to be returned to the Spreadsheet Layout. The buttons in the Filter window are used to modify and fine tune your filters.
Condition statements
| Condition statement | Description |
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An IF condition dictates that if the criteria established by the statement is true for an item, then the item should be included in the filter, excluding items where the statement is false. |
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An AND condition dictates that if the criteria established by the previous statement is true AND the statement shown in the AND condition is also true for an item, then the item should be included in the filter, excluding items where that statement is false. |
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An OR condition dictates that if the criteria established by the previous statement is true OR if the condition described by the OR statement is true for an item, then the item should be included in the filter, excluding items where either the previous statement or the OR statement is false. |
Variables
| Variable | Description | |||||||||||||||||||||
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| {field} |
The {field} is a portion of a condition statement (shown highlighted in the condition below) The {field} represents the fields available that may be filtered. Only one field may be selected per condition, but multiple conditions may be entered, combined and nested to create one filter. |
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| {equivalence statement} |
The {equivalence statement} is a portion of a condition statement (shown highlighted in the condition below) may be any of the values shown in the following table:
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| {boundary value} |
The {boundary value} is a portion of a condition statement (shown highlighted in the condition below) and is the value that is used to complete the equivalence statement. If the value is in brackets {}, then that value is variable and is pulled from the system when the filter is run. For example, date values such as {Today}, {This Week} and {Last Week} would be based from the system date. User values such as {Creator}, {Timekeeper} and {Owner} are based on the ID of current user logged in. The {Prompt} value means that when the filter is run, the system will prompt the user to enter the information at run time. If the value is not in brackets, then it is a static (unchanging) value. For example, if you wish to filter based on a particular entry Status (such as Draft, Ready to Submit or On Prebill) or a particular Timekeeper (ABC, BAC, CBA) then that value would be entered without brackets. |
Filter buttons
| Button | Description |
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Invite other people to your appointment. When you invite others to your appointment, it becomes a meeting. |
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Removes a condition. To delete a condition, select the condition* then click the Delete icon. () |
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Indents the condition to the left, and is only enabled for conditions that have been indented to the right. To indent a condition to the left, select the condition* then click the Indent Left icon. |
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Indents the condition to the right, which makes the condition a sub-condition of the previous, left-justified condition. This button is only enabled for conditions that are currently left-justified. To indent a condition to the right, select the condition* then click the Indent Right icon. |
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Moves the selected condition up in the list. To move a condition up, select the condition* then click the Move Up icon. |
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Moves the selected condition down in the list. To move a condition down, select the condition* then click the Move Down icon. |
| *Conditions may be selected by clicking on the row of the condition in the gray box shown to the left of the condition. |