Filter terms defined

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
IF	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.
AND	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.
OR	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

{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.

{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:

=	Equal to	The {equivalence statement} is Equal To the {boundary value}
<>	Not equal to	The {equivalence statement} is Not Equal To the {boundary value}
<	Less than	The {equivalence statement} is Less Than the {boundary value}
<=	Less than or equal to	The {equivalence statement} is Less Than or Equal To the {boundary value}
>	Greater than	The {equivalence statement} is Greater Than the {boundary value}
>=	Greater than or equal to	The {equivalence statement} is Greater Than or Equal To the {boundary value}
LIKE	Like (similar to)	The {equivalence statement} is Like the {boundary value}.

{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
Add new condition	Invite other people to your appointment. When you invite others to your appointment, it becomes a meeting.
Delete condition	Removes a condition. To delete a condition, select the condition* then click the Delete icon. ()
Indent left	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.
Indent right	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.
Move up	Moves the selected condition up in the list. To move a condition up, select the condition* then click the Move Up icon.
Move down	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 grey box shown to the left of the condition.