Filter Conditions
The types of values on the forms are: Date Fields, Number Fields, Text Based Fields and Check Boxes (true or false).
Number fields have the following conditions you can filter on:
- Equal to – This means the value you are filtering on exactly matches what is in your chosen field.
- Not equal to – This will show every record apart from ones with the value you have entered in your chosen field.
- Greater than – Will return all records where the number in the field is larger than the one you have entered.
- Less than – Returns all records where the number in your chosen field is smaller than the one you have entered.
Text fields have the following conditions you can filter on:
- Equal to – This will return records where the text in your chosen field is exactly the same as the one you have specified.
- Not Equal To – This will return all records where the text in your chosen field is not the same as the one you have specified.
- Starts With – This will return all records where the text in your chosen field starts with the text you have chosen.
- Contains – This will return all records where the text in your chosen field contains text which you have specified.
- Does not Contain - This will return all records where the text in your chosen field does not contain the text which you have specified
- Is Empty – This will return records where the chosen field is empty.
- Not Empty – This will return records where the chosen field is not empty.
Date field condition: When looking for a date you should always type your dates as dd/mm/yyyy e.g. 01/01/2016
- Equal to – This will return records where the date in your chosen field is exactly the same as the one you have specified
- Today – This will return records where the date in your chosen field is the same as the current real-time date.
- Before - This will return records where the date in your chosen field is before the one you have specified.
- After - This will return records where the date in your chosen field is after the one you have specified.
- Between – This will return records that are listed between your chosen dates
- Last X Days- This will return records where the date in your chosen field is in the last number (X) of days.
- Next X Days - This will return records where the date in your chosen field is in the next number (X) of days.
- Last X Weeks - This will return records where the date in your chosen field is in the last number (X) of weeks.
- Next X Weeks - This will return records where the date in your chosen field is in the next number (X) of weeks.
- Last X Months - This will return records where the date in your chosen field is in the last number (X) of months.
- Next X Months - This will return records where the date in your chosen field is in the next number (X) of months.
- Last Month - This will return records where the date in your chosen field is the previous month
- This Month - This will return records where the date in your chosen field is the current month
- Next Month - This will return records where the date in your chosen field is the next month
- Last X Years - This will return records where the date in your chosen field is in the last number (X) of years.
- Next X Years - This will return records where the date in your chosen field is in the next number (X) of years.
In a filter you can also query if a checkbox is ticked or not. The conditions for this are:
- Equal To – Value options are True or False. True will show ones that are checked, false will show ones that are not checked.
- Not Equal To - Value options are True or False. True will show ones that are not checked, false will show ones that are checked.
- Is Active Task – This will return the current stage of an approval. - If active task is not applied and you are filtering on Approval Stages - All records that have been through any stage of approval will be returned.
You have the ability to run multiple conditions at once so that you can build up more complex filters to get more detailed information. You do this by adding AND conditions or OR conditions to your filters.