This article is a comprehensive reference guide to Filter Conditions (the operators available when building a Filter in Evotix Assure to refine which records are displayed in a module list view). Filters in Assure are built by selecting a field, a condition operator, and a value. The available condition operators depend on the field type: Number, Text, Date, or Checkbox (Boolean). This article lists every operator for each field type, explains its behaviour, and documents the special Is Active Task condition used when filtering on Approval Stages. Users can combine multiple conditions using AND logic (all conditions must be true) or OR logic (at least one condition must be true) to build complex filters.
This article is relevant to all Assure modules that support filtering of record lists, including Incident Record, Risk Assessment, Audit, Equipment Register, and Action Manager. Understanding Filter Conditions is also a prerequisite for configuring Workflow Rules and Filter-Based Email Notifications, which use the same filter-building interface.
Overview
Filter Conditions are the operators used when building a Filter (a saved set of criteria applied to a module record list to control which records are displayed). The types of values found on forms are: Date Fields, Number Fields, Text Based Fields, and Check Boxes (true or false).
Each field type has a specific set of condition operators. Selecting the correct operator ensures that the filter returns the intended records.
Number Field Conditions
Number fields have the following conditions available for filtering:
| Condition | Behaviour |
| Equal to | Returns records where the value in the chosen field exactly matches the value entered. |
| Not equal to | Returns all records except those where the value in the chosen field matches the value entered. |
| Greater than | Returns all records where the number in the chosen field is larger than the value entered. |
| Less than | Returns all records where the number in the chosen field is smaller than the value entered. |
Text Field Conditions
Text fields have the following conditions available for filtering:
| Condition | Behaviour |
| Equal to | Returns records where the text in the chosen field exactly matches the text specified. |
| Not Equal To | Returns all records where the text in the chosen field does not match the text specified. |
| Starts With | Returns all records where the text in the chosen field begins with the text specified. |
| Contains | Returns all records where the text in the chosen field includes the text specified. |
| Does not Contain | Returns all records where the text in the chosen field does not include the text specified. |
| Is Empty | Returns records where the chosen field contains no value. |
| Not Empty | Returns records where the chosen field contains any value. |
Date Field Conditions
Date fields have the following conditions available for filtering.
Important: When entering a specific date value, always use the format dd/mm/yyyy (for example, 01/01/2016).
| Condition | Behaviour |
| Equal to | Returns records where the date in the chosen field exactly matches the date specified. |
| Today | Returns records where the date in the chosen field matches the current real-time date. |
| Before | Returns records where the date in the chosen field is earlier than the date specified. |
| After | Returns records where the date in the chosen field is later than the date specified. |
| Between | Returns records where the date in the chosen field falls between two specified dates (inclusive). |
| Last X Days | Returns records where the date in the chosen field falls within the last number (X) of days. |
| Next X Days | Returns records where the date in the chosen field falls within the next number (X) of days. |
| Last X Weeks | Returns records where the date in the chosen field falls within the last number (X) of weeks. |
| Next X Weeks | Returns records where the date in the chosen field falls within the next number (X) of weeks. |
| Last X Months | Returns records where the date in the chosen field falls within the last number (X) of months. |
| Next X Months | Returns records where the date in the chosen field falls within the next number (X) of months. |
| Last Month | Returns records where the date in the chosen field falls within the previous calendar month. |
| This Month | Returns records where the date in the chosen field falls within the current calendar month. |
| Next Month | Returns records where the date in the chosen field falls within the next calendar month. |
| Last X Years | Returns records where the date in the chosen field falls within the last number (X) of years. |
| Next X Years | Returns records where the date in the chosen field falls within the next number (X) of years. |
Checkbox (Boolean) Field Conditions
In a Filter, a Checkbox field (a true/false field on a form) can be queried to determine whether the checkbox is ticked or not. The conditions for Checkbox fields are:
| Condition | Value Options | Behaviour |
| Equal To | True / False | True returns records where the checkbox is ticked. False returns records where the checkbox is not ticked. |
| Not Equal To | True / False | True returns records where the checkbox is not ticked. False returns records where the checkbox is ticked. |
Is Active Task Condition
The Is Active Task condition is a special condition available when filtering on Approval Stages (the stages a record passes through during an approval workflow).
- Is Active Task returns the current active stage of an approval workflow for each record.
- If Is Active Task is not applied and the filter includes Approval Stage criteria, all records that have been through any stage of the approval workflow will be returned, not just those at the current active stage.
When to use Is Active Task:
- Use Is Active Task = Yes to return only records at the current active approval stage.
- Use Is Active Task = No to return only records at historical (past) approval stages.
- Omit Is Active Task entirely to return records that have passed through any approval stage (current or historical).
Combining Conditions with AND and OR Logic
Assure allows users to build complex filters by combining multiple conditions. Two logical operators are available:
- AND conditions require all conditions to be true for a record to be returned. Adding a condition using the standard Add button creates an AND condition by default.
- OR conditions require at least one condition to be true for a record to be returned. Adding an OR Group using the Add OR Group button creates an OR condition.
Both AND and OR logic can be used together within a single Filter to create highly targeted data views.
AI Metadata
- Product Area: Assure (Core Platform, Filters and Data Management)
- User Role: End User, Health and Safety Manager, System Administrator
- Tags: #Assure #Filters #FilterConditions #NumberFields #TextField #DateField #Checkbox #BooleanField #ANDCondition #ORCondition #IsActiveTask #ApprovalStages #FilterOperators #DataFiltering #RecordList
- Version/Region: All Assure versions, All regions
- Important synonyms: Filter Condition (filter operator, filter criteria, search condition), Number Field (numeric field), Text Field (text-based field), Checkbox (boolean field, true/false field), Is Active Task (active approval stage), AND Condition (AND filter, AND logic), OR Condition (OR Group, OR filter, OR logic), Last X Days (rolling date range), Between (date range filter)
- Suggested embedding keywords: Assure filter conditions, filter operators Assure, number field filter, text field filter, date field filter, checkbox filter, Is Active Task, AND condition filter, OR condition filter, filter criteria Assure, filter date format, Equal to filter, Contains filter, Is Empty filter, Last X Days filter, Between filter, approval stage filter
- Relevant modules and explicit mention of cross-module implications: This article applies to all Assure modules that support filtering of record lists, including Incident Record, Risk Assessment, Audit, Equipment Register, Supplier/Contractor Register, Action Manager, and any other module with a record list view. Filter Conditions are also used in the following cross-module contexts:
- Workflow Rules (Settings > System Configuration > Workflow Rules): The Filter section of a Workflow Rule uses the same condition operators described in this article, with two exceptions: Date/Time criteria are restricted to Empty and Not Empty; Picklist criteria are restricted to Equal to, Not equal to, Empty, and Not Empty.
- Filter-Based Email Notifications (Settings > System Configuration > Notifications): The Filter Condition trigger in a Notification uses the same operators described in this article.
- OR Filters (Filters > Manage Filters > Add OR Group): The OR Group feature applies OR logic across conditions using the operators documented in this article.