Visma.net ERP
Reusable filter settings dialog box
You can use the Filters settings dialog box, which opens after you click the Filter settings button in the window toolbar, to create, delete, and manage your reusable filters for a particular window.
The Filter settings dialog box
| Element | Description |
|---|---|
| Filter name field | An unlabelled field that contains a drop-down list of the names of the filters
that can be applied to the currently selected window. You can select a filter name to see the details of the filter. |
| Default | A check box that indicates (if selected) that this is the default filter for the selected window. |
| Shared | A check box that indicates (if selected) that the filter will be shared with
other users, no matter who created it. Shared filters can be edited only by using the Filters (CS209010) window. |
| Filter settings table |
A table that contains the clauses that make up the filter, with each row
defining one clause of the filter. |
| New (button) | Clears all filter settings currently displayed in the dialog box so that you
can specify new filter settings. If the settings in the dialog box have not been saved before you click New, they will be lost. |
| Save (button) | Gives you the ability to enter a name for the new filter and save it, or saves the existing filter after you have modified it. |
| Save As (button) | Saves an existing filter under a new name. |
| Remove (button) | Deletes the filter from the system. |
| OK (button) | Applies the filter and closes the dialog box. |
| Cancel (button) | Closes the dialog box without filtering the data. |
The Filter settings table
For a filter, the Filter settings table contains clauses that make up the filter, with each
row defining one clause of the filter.
A filter may contain just one clause, or it may
contain multiple simple clauses that you combine into one logical expression by using
brackets and logical operators.
The columns of the table are described below.
| Column | Description |
|---|---|
| Active |
A check box that you select for filter clauses that you want to be active.
As you
enter a clause, it becomes active, with the Active check
box automatically selected. |
| Brackets | A set of opening brackets that can be used to group clauses. You can use brackets to make a filter that spans multiple rows. |
| Property |
Required. The property to be used for filtering, which you select from a list that includes the properties associated with the particular table or report the filter will be applied to. |
| Condition |
Required. The logical operation to be applied to the value of the selected
property.
The following conditions are obsolete and have been preserved for compatibility
with previous versions of Visma.net ERP.
|
| Value |
The value for the logical condition used to filter the data, if the selected
condition requires a value. |
| Value2 |
The second value for the logical condition, if the selected logical condition
requires a second value (as, for example, the Is between condition does). |
| Brackets | A set of closing brackets to group clauses. You use brackets for filters with multiple clauses. |
| Operator |
The logical operator (And or Or) to be used between clauses or groups of clauses. You select this operator to join the current clause with the next
one. |
