Filter Conditions determine which entries should be included in the filter (i.e., which entries are shown in the Spreadsheet Layout). The best way to understand the use of Filter Conditions is to look at some examples of how to add conditions that return the results you need:
Example 1 - Show me all entries where I am the timekeeper:
To show all entries where you are the timekeeper, the condition would be:
If Timekeeper = {Me}
This statement will show all entries where {Me} is the timekeeper. The value {Me} is pulled from the system and is equal to the person is who is currently logged in. This means that the filter could be published for all to use, since the value {Me} would automatically change based on who is currently logged in.
Example 2 - Show me all entries I entered today:
To show all entries you entered today, the condition would be:
If Entry Date = {Today}
AND Creator = {Me}
First, this statement eliminates all items whose entry date is not equal to {Today}. The value {Today} is pulled from the system date of the machine. Next, the filter will eliminate all entries where the Creator (the person who entered the entry) is not equal to {Me}. The value {Me} is pulled from the system and is equal to the person is who is currently logged in.
This filter could be published for all to use, since the value {Me} would automatically change on each machine based on who is currently logged in.
Example 3 - Show me all entries in draft status where I am the timekeeper or where I entered the entry:
To show all entries with a status of Draft that either (a) you entered or (b) you are the timekeeper; the condition would be:
If Entry Status = Draft
AND Creator = {Me}
OR Timekeeper = {Me}
First, this statement eliminates all items whose entry status is not equal to Draft. Notice that the term Draft is not in brackets since it is a static value and not a variable that pulls from the system. Next, the filter will eliminate all entries where EITHER the Creator (the person who entered the entry) is not equal to {Me} OR where the Timekeeper is not equal to {Me}. That leaves only entries where the status is Draft and the Timekeeper or the Creator is equal to the person currently logged into Juris Suite.
The value {Me} is pulled from the system and is equal to the person is who is currently logged in.
This filter could be published for all to use, since the value {Me} would automatically change on each machine based on who is currently logged in.
Example 4 - Before I run prebills for the prior month, I like to make sure that all time for that time period has been submitted to the billing department. I also like to make sure no one has accidentally entered any time for a future date that would not be found with their normal filtering. Can I run one filter to return all of those records?
This filter is more complicated, since there will be two different conditions based on Creation Date. This will require the use of indentations to assure that the filter applies the conditions correctly. The conditions would be:
IF Entry Date = {Last Month}
AND Entry Status < Recorded
OR Entry Date > {This Month}
The indention of the AND conditions in this example designate that they are Sub-Conditions of the previous, left-justified condition.
Filter Terms Defined
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TERM |
TYPE |
DESCRIPTION |
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IF
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Condition Statement |
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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AND
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Condition Statement |
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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OR
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Condition Statement |
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. |
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{field} |
Variable |
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} |
Variable |
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} |
Variable |
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.
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Add New Condition |
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Adds a new condition. To add a condition, select the Add New Condition icon. |
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Delete Condition |
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Removes a condition. To delete a condition, select the condition* then click the Delete icon. () |
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Indent Left |
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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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Indent Right |
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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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Move Up |
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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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Move Down |
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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. |
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*Conditions may be selected by clicking on the row of the condition in the gray box shown to the left of the condition. |
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