CONFIGURATION

Creating an events filter

Access to the creation of an events filter is from the General settings panel, then by Filters > Events Filters > Right Click > Create events filter.

The corresponding part is then enabled.

Specify the characteristics for the filter, then confirm by clicking on the Validate button.

These characteristics are as follows:

Name

Give the filter a name.

Description

The description is used to give information as to the utility of the filter. This data is optional.

Private

Check this box to define the filter as being private.

History

This represents the creation date and time and the most recent change to the filter, together with the login of the user who performed these actions.

This property is updated automatically.

Setting only

If checked, this box renders the filter invisible within the filtering menus.

Filter criteria

Define the criteria for the filter at this point.

Construct the filter using the following operations:

Addition of a criterion

It is possible to add one or more criteria to the filter, by clicking on Add:

See Description of type of criteria and groups

Addition of a criterion group

It is possible to create a criteria group using two separate methods:

  • Click on the Add button > Condition group,

  • Select one or more criteria then click on Group.

See Description of type of criteria and groups

Note

It is possible to separate certain criteria by selecting them then clicking on Degroup.

Deleting criteria or a group

To delete a criterion or group, select it then click on Delete.

The deletion of a group involves the deletion of all component criteria.

Duplicating an events filter

To duplicate a filter, go to General Settings > Filters > Events Filters > Right click on the filter > Duplicate.

The corresponding part then opens, where you should modify the criteria as required. (See Creating an events filter)

Modifying an events filter

To duplicate a filter, go to General Settings > Filters > Events Filters > Select the filter to modify.

The corresponding part then opens, where you should modify the criteria as required. (See Creating an events filter)

Deleting an events filter

Before deleting a filter it is recommended that you check that it is not used by another functionality (another filter, events report, constraint, etc.).

To delete a filter, go to General settings > Filters > Select a filter > Right-click > Delete.

A confirmation window will then appear.

There are two possible options:

  • Validate the deletion using the YES button,

  • Cancel the deletion using the NO button.

Caution

Deletion of a filter is definitive.

Description of type of criteria and groups

There are a number of different criteria which can be assembled into groups.

Event criterion

In this case, the criteria is based upon the request mode, using the triplet: Data/Condition/Value.

Tip

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

  • Start date,

  • End date.

Dimension heading criterion

In this case, the criteria is based upon the request mode, using the triplet: Dimension heading/Condition/Value.

First choose the dimension to apply the filter to.

Heading

Condition

Value

Select a dimension heading

equal to

Enter a value or check the box “on request” or, dependent on the dimension heading or formula

not equal to

contains

doesn't contain

starts with

doesn't start with

ends with

doesn't end with

greater than

less than

greater or equal to

less than or equal to

is included in

is not included in

In addition, the conditions vary with the type of heading.

Tip

Global user variables can be used to define the value field:

  • $USERNAME

  • $GROUPNAME

Dimension criterion

In this case, the criteria is based upon the resources for the chosen dimension.

There are two possible modes, selection mode and combined filter mode:

 

Condition

Value

Selection

is in, is not in

Select the resources, holding the CTRL key down, or “on request”, or, based upon the heading

Combined filter

is in the filter, is not in the filter

Select an existing resource filter or create a customized resource filter, or check the “on request” box.

History criterion

In this case, the criteria is based upon the request mode, using the triplet: Data/Condition/Value.

Data

Condition

Value

Created on, modified on, created by modification on

equal to

Enter a value or check the box “on request” or, dependent on the dimension heading or formula.

not equal to

ends with

greater than

less than

greater or equal to

less than or equal to

is included in

is not included in

Tip

Global user variables can be used to define the value field:

  • $USERNAME

  • $GROUPNAME

Formula criterion

In this case, the criteria is based upon the request mode, using the triplet: Formula heading/Condition/Value.

First choose the formula to apply the filter to.

Heading

Condition

Value

Choose a formula heading

equal to

Enter a value or check the box “on request” or, dependent on the dimension heading or formula.

not equal to

contains

doesn't contain

starts with

doesn't start with

ends with

doesn't end with

greater than

less than

greater or equal to

less than or equal to

is included in

is not included in

Tip

Global user variables can be used to define the value field:

  • $USERNAME

  • $GROUPNAME

Events filter criterion

This is a combined filter.

There are two types of criteria:

  • is in the filter,

  • is not in the filter.

Then choose the associated events filter or create a customized events filter.

Parent filter criterion

A filter applied to a parent event. Checks that the parent event is included in this filter.

There are two types of criteria:

  • is in the filter,

  • is not in the filter.

Then choose the associated events filter or create a customized events filter.

Group Criterion

Two options are available for the treatment of criteria contained within the group:

  • Verify all criteria: Only those events which meet all criteria will be taken into account for the results of the filter. This option involves an intersection of criteria.

  • Verify at least one criteria: Once an event meets at least one criterion, it will be taken into account for the results of the filter. This option involves a union of criteria.

“On request” checkbox

Without variable

If the on request checkbox is selected, a window will open for the triggering of a filter.

With variable

Alongside the checkbox a new edit button appears and can be activated. Its activation shows up a dialogue box, which can be used to ender the name of the variable for the criterion in question.

This named variable can be used in the definition of an import or export context, called up by URL.

Each variable takes the value written into the URL, used to refine the range of the filter applied.

See URL for Exports and Imports

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