CONFIGURATION

Creating a Resource Filter

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

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 this 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 a Resource Filter

The duplication of a filter is via the General settings panel, then Filters > Dimension Filters > Dimension > Right click on filter > Duplicate

The corresponding part then opens, where you should modify the criteria as required. (See Creating a Resource Filter)

Modifying a Resource Filter

The modification of a filter is carried out using General Settings > Click on Filters > Dimension Filter > Dimension housing the filters > Select the filter to modify.

The corresponding (lower) part then opens, where you should modify the criteria as required. (See Creating a Resource Filter)

Deleting a resource filter

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

Dimension heading criterion

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

Heading

Condition

Value

Select a dimension heading

equal to

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

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 included in

Select the resources, holding the CTRL key down

is not included in

Combined filter

is in the filter

Select an existing resource filter or create a customized resource filter

is not in the filter

In both modes, it is possible to check the box “on request”. If this box is checked, a data entry window will open for the triggering of a filter.

History criterion

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

Criteria

Condition

Value

Created on / Modified on

equal to

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

not equal to

greater than

less than

greater or equal to

less than or equal to

is included in

is not included in

Created by / Modified by

equal to

contains

not equal to

starts with

ends with

greater than

less than

greater or equal to

less than or equal to

doesn't start with

doesn't end with

Tip

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

  • $USERNAME

  • $GROUPNAME

Events filter criterion

This criteria filters resources as a function of whether or not certain types of events are present and attached to these resources.

All the events can be defined by an existing events filter. This is a combined filter.

Type

Events filter

Report for the period

Period

Does not contain an event or contains at least one event from the events filter

Select an existing filter or create a customized filter

Intersect the period

Choose an existing time period or create customized time period, or even check the “on request” box

Covers the period

Included in the period

Starts in the period

Ends in the period

If the “on request” box is checked, the period is to be defined by the user when the filter is applied.

Group Criterion

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

  • Verify all criteria: Only those resources 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 a resource 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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