Events filter

 

An Events filter is used to filter the events in a schedule based on criteria concerning:

  • The characteristics of the event: start date, end date, load, etc.
  • All headings for the resources within the event.

This is a very important function in the day-to-day use of the tool.

An events filter simplifies the display and can be used by numerous functionalities within VISUAL PLANNING.

The events filters are an assembly of one or more different types of criteria..

CONFIGURATION

 

Creating an events filter

You access the creation of an events filter via the Global Settings pane > Filters > Events Filters > Right-click > Create events filter.

creating event filter 1

The corresponding part is then enabled.

creating event filter 2

Specify the characteristics of the filter, then confirm by clicking on OK.

These characteristics are as follows:

 

Name

Give the filter a name.

If the multi-language management is activated in the Admin center, it will be possible to fill in a name for this filter in the proposed languages by clicking on the v7_adm_en_parametres_generaux_symbole_multilangue button.

Note

Name of the filter in french Contrats actifs
Name of the filter in english Current contracts
What is seen in a FR desktop Contrats actifs
What is seen in a EN desktop Current contracts

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 enabled, this button 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

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

creating event filter 3

Adding a criteria group

You can create a criteria group using two separate methods:

  • Click on the Add button > Group of criteria,

  • Select one or more criteria then click on the Group button.

creating event filter group

Note

You can degroup certain criteria by selecting them then clicking on the Degroup button.

Deleting a criterion or a group

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

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

Duplicating an events filter

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

The corresponding part then opens, where you can modify the criteria as required.

Modifying an events filter

To modify a filter, go to the Global Settings > Filters > Events Filters > Select the filter to be modified.

The corresponding part then opens, where you can modify the criteria as required.

Deleting an events filter

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

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

A confirmation window will then appear.

event filter delete

There are two possible options:

  • Confirm the deletion by clicking Yes

  • Cancel the deletion by clicking No.

Caution

Deletion of a filter is definitive.

Description of types of criteria and groups

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

 

Event criterion

event filter event criterion

In this case, the criterion is based on 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

event filter dimension criterion

In this case, the criterion is based on the request mode using the triplet: “Dimension heading/Condition/Value”.

You must first choose the dimension to which the filter will apply.

Heading Condition Value
Select a dimension heading equal to Enter a value or enable the “To be requested” button or, based on a dimension or form 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

event filter dimension criterion

In this case, the criterion is based on the resources of 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 “To be requested”, or, based on 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 enable the “To be requested” button

 

History criterion

event filter history criterion

 

In this case, the criterion is based on 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 enable the “To be requested” button or, based on a dimension or form heading
not equal to
ends with
greater than
less than
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

Form criterion

event filter form criterion

 

In this case, the criterion is based on the request mode using the triplet: Form heading/Condition/Value.

You must first choose the form to which the filter will apply.

 

Heading Condition Value
Choose a form heading equal to Enter a value or enable the “To be requested” button or, based on a dimension or form heading
not equal to
contains
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

event filter event 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

event filter parent filter

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.

 

Child filter criterion

event filter child criterion

This is a filter applied to the child events. It will verify the presence of at least one child event 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.

 

Criteria group

Two options are available to process the criteria contained in the group:

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

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

 

Case with “To be requested”

 

Without variable

If the “To be requested” button is enabled, a window will open when the filter is started.

event filter ask

With variable

To the right of the checkbox, a new edit button appears can be activated. Its activation displays a dialog box used to enter the name of the variable for the criterion in question.

event filter ask variable

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.

USE

 

Triggering a filter

A filter is triggered by via the menu bar at the top of the screen.

The results of an applied filter can be seen directly in the view being used.

 

Use by other functionalities

The events filters can be used by a number of VISUAL PLANNING functionalities.

These include:

  • The events filters themselves,
  • The resource filters,
  • The event reports,
  • The constraints,
  • The workloads,
  • The control total type headings,
  • The events values type headings.

Use in the planner

It is possible to display a list of all the functionnalities in which the selected filter is used.

To do so, go to the Global Settings then right-click on the filter > Used in :

event filter use 1

The following window appears and show where the filter is used in the planner:

event filter use 2

It is then possible to directly modify the functionnality from this window.

If the filter is not used in any function, this message appears :

event filter use 3
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