Using the Build a Filter

How To Use the Build-A-Filter

1. Click the Build-A-Filter tab. In the first drop-down box, select the module component upon which to base the filter. (This component could either be the module or a child module.)

   Example: In a Work Order, filter on the Work Order Assets.

2. Use the second drop-down box to select the field in the selected module you wish to filter on. Another drop-down box appears.

   Example: Filter on the Asset Type Text field.

3. Use the third drop-down box to select a filter operator. A blank field will appear on the next line.

   Example: Operators are parameters like: Starts With, Ends With, Equal, etc

4. In the blank field, enter the filter criteria; that is, the term or value that you wish to include in, or exclude from, the results.

   Note: For code-type fields, a drop-down list is provided if the filter operator is Equals, Not Equals, In List, Not In List.

5. To filter on an additional field, click the Add button . Repeat steps 1-4 with the new drop-down fields.
6. To remove the filtering on one field, click the the Delete Entry button next to that row.
7. To save the filter, make sure a name is entered in the Filter Name field and click Save.
8. Click Run to immediately run the filter.

   

Advanced Information

• Each added field creates an "And" statement and serves to further limit the filterset.
• If the same field is added multiple times to the filter, it creates an "Or" statement.

  Example: Users can use something like Problem Contains "xyz", Problem Contains "abc". The resulting filterset will include all Problems that contain either "xyz" or "abc".

  Example 2: Users should not use something like: Problem Does Not Contain "xyz", Problem Does Not Contain "abc". The resulting filterset will contain all possible problems (all Problems that do not have "xyz" or all Problems that do not have "abc").

• Any filter that was created using this Build-A-Filter dialog are designated as a "Web Filter" on the initial Filter window. These filters are only available for use in the Lucity Web application; they are not be added to the filters within the Lucity Desktop application.

  Note: The Build-A-Filter works on Comment fields in the Lucity Web application, as well as Date Related %% and %Fiscal Year% filters.