Filters (CS209010)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You use this window to create, edit, delete, and manage filters that are shared among all users of the system.

Some inquiry or processing windows may display a great deal of information, making it difficult for users to find the data they generally need. For example: If a specific inquiry window displays transactions in a table on dozens of pages but users need to see only the most recent transactions, you can apply a default filter to the table that would display only transactions for the past three days.

The filters created in this window cannot be modified in the windows on which they are applied.

Button Description
Make filter not shared Makes the selected filter available in the window it applies to for only the user who created it.
This button appears when select an existing filter or after you save a new filter.

You can use this area to create a new filter or to select an existing filter to view or edit its details.

Element Description
Filter ID The unique identifier of the filter. For a new filter, leave this field blank; once the filter is saved, the system will insert its name in this field as a ID.
Name The name of the filter. For a new filter, enter a name that describes the type of data that is shown with this filter.
Screen ID The window you select from the sitemap to which the filter will be applied.
View

The table in the window (selected in the Window ID field) that the filter is to be applied to.
Filters can be applied to the data in tables only.
If the selected window has multiple tables, they will be displayed in a drop-down list in this field.

Is default A check box that you select to make the filter the default filter for the selected table.

This table contains the filter conditions. Conditions are created with respect to the data available in the window chosen in the top part.
A filter may contain a number of simple conditions or lines combined into one logical expression with brackets and logical operators (And and Or).

Column Description
Active A check box that indicates (if selected) that the condition is active for the chosen window and table in the window.
Brackets A group of opening brackets to group logical conditions.
Property The property associated with the system graph and particular table.
Condition The logical operation to apply to the value of the chosen property. The following options are available:
  • Equals:
    Displays records where the value of a value of the specified property is equal to the value in the Value column.
  • Does not equal:
    Displays records where a value of the specified property is not equal to the value in the Value column.
  • Is greater than:
    Displays records where a value of the specified property is greater than the value in the Value column.
  • Is greater than or equal to:
    Displays records where a value of the specified property is greater than or equal to the value in the Value column.
  • Is less than:
    Displays records where a value of the specified property is less than the value in the Value column.
  • Is less than or equal to:
    Displays records where a value of the specified property is less than or equal to the value in the Value column.
  • Is between:
    Displays records where a value of the specified property is between values in the Value and Value2 columns.
  • Contains:
    Displays records where a value of the specified property (string) contains the value in the Value field.
  • Does not contain:
    Displays records where a value of the specified property (string) does not contain the value in the Value column.
  • Ends with:
    Displays records where a value of the specified property ends with the same character or string as the value in the Value column contains.
  • Starts with:
    Displays records where a value of the specified property contains at the beginning the value in the Value column.
  • Is null:
    Displays records where a value of the specified property is null.
  • Is not null:
    Displays records where a value of the specified property is not null.
  • Is in (for values of the user type):
    Displays records where a value of the specified property (a user) is included in the work group selected in the Value column.
    You can use this parameter with the @MyGroups and @MyWorktree clauses.
  • Is not in (for values of the user type):
    Displays records where a value of the specified property (a user) is not included in the work group selected in the Value column.
    You can use this parameter with the @MyGroups and @MyWorktree clauses.
    Value

    The value you enter for the logical condition used to filter the data, if the selected condition requires a value.
    The value you enter must conform with the data type of the selected property.
    You can enter or select a fixed value or one of the predefined parameters.

    The predefined parameters are listed in About creating temporary or reusable filters.
    Value2

    The second value for the logical condition, if the selected logical condition requires a second value.
    (For example: The Is between logical condition requires a second value.) The value you enter must conform with the data type of the selected property.
    You can enter or select a fixed value or one of the predefined parameters.

    The predefined parameters are listed in: About creating temporary or reusable filters.
    Brackets A group of closing brackets to group logical conditions.
    Operator The logical operator to be used between groups of logical conditions.