Filters - Precisely_EnterWorks - EnterWorks - 11.0

Filters provide a way for you to quickly find a set of records based on the values of selected attributes. There are two types of filters:

• Column filters: At the top of each attribute column is the column filter icon . Clicking it opens the Filter window, which allows you to limit the records shown to only those records with the values you specify in the Filter window.
• Drill-down filters: Drill-down filters are also referred to as predefined filters. They allow you to choose records based on categories defined by your system administrator.

Column Filters

When you use a column filter, if it is the only active filter, it will cause the Repository View to list only the records containing that attribute value. For information about the interaction between multiple active filters, see Multiple Filter Interaction.

To use a column filter in a Repository View:

1. On the desired attribute column header, select the Filter icon to the right of the attribute's name. The Filter icon will not appear until the cursor is hovering over the attribute column header.
2. A Filter window will appear. It allows you to select the attribute values to filter on. The options available in the Filter window depend on the attribute's data type. If the attribute is a taxonomy or hierarchy control node, you will be allowed to select the category of attributes you want displayed. If the attribute is not a taxonomy or hierarchy control node, you will see the following options.
   1. Text box: Enter the value you want to search for.
      If you have selected English as your session language, (if you are logged into use English or you selected English from the Dashboard's language dropdown menu), if you search or filter on an attribute that has a data type of date, you can use the following as search terms:

      • Today
      • Today+1
      • Today-1
      • Yesterday
      • Yesterday+1
      • Yesterday-1
      • Tomorrow
      • Tomorrow+1
      • Tomorrow-1
   2. Look-up : If you click the Look-up icon, a list of all the values this attribute has in all the records will be displayed, along with a count of how many records have each of the values. If you select a value, it will be copied to the Text box.
   3. Search Criteria dropdown menu: The Search Criteria dropdown menu allows you to specify how you want the text in the text box searched for. The list of search options varies depending on the attribute's data type.
      1. Is Empty: There attribute has no value.
      2. Is Not Empty: The attribute has a value.
      3. Equals: The attribute value is the same as the search term. If this is a repeatable attribute, Equals returns records that contain the specified value.
      4. Not Equals: The attribute value is not the same as the search term.
      5. Contains: The search term appears in the attribute value.
      6. In: The attribute value is in the list of specified search terms. Click the look-up icon to build the list of search terms. Or you can type in the search terms by entering them as a list, with each term surrounded by single quotes and the terms separated by commas. If your term has special characters or non-English characters, you may need to surround the terms with an N and single quotes, in the format: N'<word>'. For example, the second term in this list uses a special character.

         'Values', N'Apparęls', 'Updates'

      7. Begin With: The attribute value begins with the search term.
      8. End With: The attribute value ends with the search term.
      9. Greater Than: The attribute value is greater than the search term.
      10. Greater Than Equal To: The attribute value is equal to or greater than the search term.
      11. Less Than: The attribute value is less than the search term.
      12. Less Than Equal To: The attribute value is less than or equal to the search term.
      13. Between: If you select this option an additional search term field will appear. The attribute value is between the first search term value and the second search term value.
      14. Invalid Code: (Code sets.) The attribute contains text that is not a valid code set code.
      15. Is True: (Boolean data types.) The attribute value is true.
      16. Is False: (Boolean data types.) The attribute value is false.
      17. Keyword: (Media data types.) Media data types are deprecated. Do not use Media data types or the Keywords option.
      18. Exact Match: (Media data types.) Media data types are deprecated. Do not use Media data types or the Exact Match option.
3. Select Apply to use the filter.

If the new filter is the only active filter, it will cause the Repository View to list only the records containing that attribute value. For information about the interaction between multiple active filters, see Multiple Filter Interaction.

When a new filter is created, a filter term box for it will appear in the Active Filter bar at the top of the column headers. Closing the filter term box will remove the filter's effect from the Repository View. Clicking the filter term box's Edit icon will open an Advanced Search window that will allow you to edit the filter term.

If you use a column filter on the Error or Overall Error Details columns, you can filter based on the validation status of the records.

Using Drill-down Filters

To use a predefined drill-down in a Repository View:

1. Open the More Actions dropdown by clicking the on the Repository View's activity bar. Select the Filter option. The Filter sidebar will appear.
2. In the Filter sidebar, expand an attribute name to see a list of all the values it has in the repository and a count of how many times each attribute value appears. If a Saved Set is in use, the Filter sidebar will show attribute values and counts applicable to the Saved Set only.

   If an attribute is a multi-language attribute, the only the session language's variant values will be shown. For example, if you are logged in using the French language, only the French values of multi-language attributes will be shown. To see attribute values for other languages, create a column filter for the attribute. For more information, see: Column Filters.

3. Select an attribute value to place a filter on the repository. A filter term box will appear on the Active Filters bar, above the attribute column headers.
4. If the new filter is the only active filter on the repository, it will restrict the Repository View's record list to only records that contain the selected attribute value. Selecting more attribute values will create additional active filters. See Multiple Filter Interaction for information about the effect of multiple active filters.
5. To edit a filter, click the filter term box's Edit icon . An Advanced Search window will open.
6. To remove a filter, close its filter term box.

Multiple Filter Interaction