Filter

Once the fields (columns) have been defined as part of a list search, these fields can be filtered to return only the criteria that you specify. In addition, filters can be applied to reports to narrow the results displayed in the report. In other words, filters allow the user to focus a list search/report by creating a query using parameters to minimize the result set. Each filter must include an And/Or selection and requires the user to complete the next three fields with a field name, query condition, and a value. Utilize the table below to guide your filtering exercise.

Note: Filters containing numerical values must be at least two digits. For example, if you wish to filter for a process number between 1 and 3, you need to enter 01 and 03 in the value boxes.

1. On the Search form, select the filter by selecting And or Or from the drop-down list.
2. Select the field you wish to use in defining your filter.
3. Select a condition from the drop-down list.
4. Enter a value in the last text box.
5. Click Add.

   The following are a list of conditions, descriptions and values through which you can filter your data:

   Condition	Description	Values
   Equals	Allows for user to enter a single exact value to be found and returned	Input a single value, number or text
   Not Equals	Allows for user to enter a single exact value, that should not be returned	Input a single value, number or text
   Contains	Number or text (exact or partial) that is found within that field	Number or text
   Not Contains	Number or text (exact or partial) that is not found within that field	Number or text
   Greater than	Value that all returns must be higher than	Number or text
   Less than	Value that all returns must be less than	Number or text
   Greater than or equal to	Value that all returns must be equivalent to or higher than	Number or text
   Less than or equal to	Value that all returns must be equivalent to or less than	Number or text
   Between	Brings up two fields with an “and” statement between	Number or text
   In	Brings up a pick list with the values found in that particular field. Records with this value found will be returned	Multi-selections are possible.
   Not in	Inverse of the “not in” parameter, meaning that selections with these records will not be in the return list.	Multi-selections are possible.
   Begins with	Records where the value begins with a particular text entry will be returned.	Number or text
   Ends with	Records where the value ends with a particular text entry will be returned.	Number or text
   Is Null	Records where the value is null for a particular field will be returned (e.g. show me risks where the control name is null would show you risks that do not have controls linked to them).	Number or text
   Is Not Null	Records where the value is not null for a particular field will be returned (e.g. show me risks where the control name is not null would show you risks that have controls linked to them).	Number or text
   @Me	Records where the objects are assigned to self will be returned. e.g. show me the tests which are assigned to me for execution).	NA
   @Today	Records where the value is based on current date will be returned. (e.g. show me all the tests which are due today).	NA
   @Us	Records where the objects are assigned to self through user groups. (e.g. show me the tests which are assigned to me for execution through a user group).	NA

6. (Optional) Select the parameter from the filter box and select the Move Up or Move Down arrows to change the order of the filters.
7. Click Submit.

   Note: To view the filter or search criteria, click the Action Menu and click Display.

   

   Note: Enter a number in the Per Page field to change the number of results that are displayed on the page.

8. Each record will display in a single row. Click the Action Menu or the column displayed as a hyperlink to access additional information regarding the object.

Note: Filters that search fields that are left blank on the original forms will not display those records in the Search Results page. For example, if a "does not contain XXX" filter is applied for the risk name field and the risk name field was left blank, this record, even though it does not contain XXX will not appear in the results page.