Using the Build a Filter

How To Use the Build-A-Filter

1. On the Build-A-Filter tab use the first drop down box to select the module component to filter on. This 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 from the selected module to filter on. After selecting this another drop down box will appear

   Example: Filter on the Asset Type Text field.

3. Use the third dropdown box to select a filter operator. After selecting this a blank field will appear on the next line down.

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

4. In the blank field enter the filter criteria. This is what the user is wanting to either have in, or exclude from, their 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 the name is entered in the Filter Name field and click Save.
8. OR 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 will be designated as a "Web Filter" on the initial Filter window. These filters will only be available for use on the web; they will 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.