VISUAL PLANNING 5.3 DOCUMENTATION

Events Filter

DEFINITION

Events filters allow to filter events of a planner based on criteria:

This is a very important tool in the daily handling of the tool.

Events filter simplifies the visualization and can be used by many features of VISUAL PLANNING.

Events filter is a group of one or several criteria.

SETTINGS

Create an Events Filter

To create an Events Filter, go to the Global Settings panel, Filters > Events Filters > Right click > Create Filters > Dimension:

The lower part is activated:

It necessary to specify the characteristics of the filter and click on the OK button.

These characteristics are the following:

Name

This is the filter's name.

Description

This is an optional description which can provide information on the usefulness of the filter.

Private

This box allows, if it is checked, to set the filter as private.

History

This is the date, the last modification hour and the last login who made the last modification.

This property is updated automatically.

Setting only

This box, if checked, makes this filter hidden in filter menus.

Filter's criteria

By clicking on the right button , the criteria's filter window opens:

To build the filter, the following operations are necessary:

Add a criterion

You can add one or more criteria to filter, by clicking on Add:

cf. Types of criteria and groups

Add a group of criteria

It is possible to create a group of criteria by two methods:

  • Click on the Add button > Add a group of conditions.
  • Select several criteria, then click on the button Group.

cf. Groups of criteria

Delete a criterion or a group

To remove a criterion or a group, click on Delete.

Deleting a group deletes all its components criteria.

Duplicate an Events Filter

Through the Global Settings panel, it is possible to duplicate a filter: Filters > dimensions' filter > Dimension > Right-click on the filter > Duplicate .

The lower part of the window is then activated where criteria have to be modified (cf. Create an events filter).

Modify an Events Filter

The modification of a filter is done in the Global Settings panel: Click on Filters > Events Filters > Dimension of the filter > Select the filter to modify.

Then the lower part is activated where it is necessary to modify criteria. (cf. Create an Events Filter)

Delete an Events Filter

Before you delete a filter, it is huge suggested to check that it is not used by any other function (another filter, an event report, a constraint …).

To delete a filter, go into Global Settings > Filters > Select the filter > Right-click > Delete:

The following window will appear:

Two options:

  • Confirm the deletion with the button Yes.
  • Cancel the deletion with the button No.

Deleting a filter is irreversible.

Types of criteria and groups

There are several different types of criteria that can be joined in groups.

Criteria on event

In this case, the criterion is based on the query mode with the triplet: “Data / Condition / Value”.

Data Condition Value
Note
Start date
End date
Achievement
Load in hours
Load in days
State
Constraints Unverified
Working
Hierarchy
Event type
Internal identifiant (UID)
Equals to Enter a value
or check the box “To ask”
or depending on a dimension's or form's heading
not equal to
contains
begin with
doesn't begin with
end with
doesn't end with
greater than
less than
greater or equal to
less or equal to
is included in
is not included in
is
is not

It is possible to set the Value with the global variables of the user:

  • $USERNAME
  • $GROUPNAME

It is also possible to filter the days of the week using two attributes:

  • Start date.
  • End date.

Criteria on dimension 's heading

In this case, the criterion is based on the query mode with the triplet: “Heading / Condition / Value”.

The dimension to filter should be primary selected.

Heading Condition Value
Choose a dimension heading equals to Enter a value
or check the box “To ask”
or depending on a dimension's or form's heading
not equal to
contains
doesn't contain
begin with
doesn't begin with
end with
doesn't end with
greater than
less than
greater or equal to
less or equal to
is included in
is not included in

It is possible to set the Value with the global variables of the user:

  • $USERNAME
  • $GROUPNAME

Criteria on dimension

In that case, the criterion is based on the dimension's resources.

Two options are possible: the selection mode and the combined filter mode.

Condition Value
Selection is included in choose the resources by holding down the CTRL key on the keyboard
or check the box “To ask”
or depending on a dimension's or form's heading
is not included in
Combined filter is in the filter select an existing filter
or create a customized resources filter
or check the box “To ask”
is not in the filter

Criteria on history

In this case, the criterion is based on the query mode with the triplet: “Data / Condition / Value”.

Data Condition Value
Creation date
Modification date
Created by
Modified by
Equals to Enter a value
or check the box “To ask”
or depending on a dimension's or form's heading
contains
not equal to
begins with
ends with
greater than
less than
greater or equal to
less or equal to
is included in
is not included in

It is possible to set the Value with the global variables of the user:

  • $USERNAME
  • $GROUPNAME

Criteria on form

In this case, the criterion is based on the query mode with the triplet: “Form heading / Condition / Value”.

The form to filter should be primary selected.

Heading Condition Value
Choose a form's heading equals to Enter a value
or check the box “To ask”
or depending on a dimension's heading or a form's heading
contains
not equal to
begin with
end with
greater than
less than
greater or equal to
less or equal to
is included in
is not included in

It is possible to set the Value with the global variables of the user:

  • $USERNAME
  • $GROUPNAME

Events filters criteria

This is a combined filter.

Two types of criteria:

  • Is in the filter.
  • Is not in the filter.

Then choose an associated events filter or create a new customized one.

Groups of criteria

There are two possibilities:

  • Verify all criteria: only events that respect all criteria will be considered in the result of the filter. This option consists in an intersection of the criteria.
  • Verify at least one criteria: once an event satisfies at least one of the criteria, it will be taken into account in the result of the filter. This option is a common criteria.

USE

Launch Events Filter

Use by other features

The event filters can be used by many functionalities of VISUAL PLANNING:

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