Reusable filter settings dialog box

The Filter settings dialog box

Element	Description
Filter name field	An unlabelled field that contains a drop-down list of the names of the filters that can be applied to the currently selected window. You can select a filter name to see the details of the filter.
Default	A check box that indicates (if selected) that this is the default filter for the selected window.
Shared	A check box that indicates (if selected) that the filter will be shared with other users, no matter who created it. Shared filters can be edited only by using the Filters (CS209010) window.
Filter settings table	A table that contains the clauses that make up the filter, with each row defining one clause of the filter.
New (button)	Clears all filter settings currently displayed in the dialog box so that you can specify new filter settings. If the settings in the dialog box have not been saved before you click New, they will be lost.
Save (button)	Gives you the ability to enter a name for the new filter and save it, or saves the existing filter after you have modified it.
Save As (button)	Saves an existing filter under a new name.
Remove (button)	Deletes the filter from the system.
OK (button)	Applies the filter and closes the dialog box.
Cancel (button)	Closes the dialog box without filtering the data.

The Filter settings table

For a filter, the Filter settings table contains clauses that make up the filter, with each row defining one clause of the filter. A filter may contain just one clause, or it may contain multiple simple clauses that you combine into one logical expression by using brackets and logical operators. The columns of the table are described below.

Column	Description
Active	A check box that you select for filter clauses that you want to be active. (This check box is not, however, available for ad hoc filters on reports.) As you enter a clause, it becomes active, with the Active check box automatically selected. To quickly modify the filter, you can clear the Active check boxes for some of the clauses to exclude them from the filter.
Brackets	A set of opening brackets that can be used to group clauses. You can use brackets to make a filter that spans multiple rows.
Property	Required. The property to be used for filtering, which you select from a list that includes the properties associated with the particular table or report the filter will be applied to.
Condition	Required. The logical operation to be applied to the value of the selected property. The available conditions depend on the selected property. Select the condition from the list, which may include the following options: Equals Displays the records for which the value of the specified property is equal to the value in the Value field. Does not equal Displays the records for which the value of the specified property is not equal to the value in the Value field. Is greater than Displays the records for which the value of the specified property is greater than the value in the Value field. Is greater than or equal to Displays the records for which the value of the specified property is greater than or equal to the value in the Value field. Is less than Displays the records for which the value of the specified property is less than the value in the Value field. Is less than or equal to Displays the records for which the value of the specified property is less than or equal to the value in the Value field. Is between Displays the records for which the value of the specified property is between the values in the Value and Value2 fields. Contains Displays the records for which the value of the specified property (if it is a string) contains the value in the Value field. Does not contain Displays the records for which the value of the specified property (if it is a string) does not contain the value in the Value field. Ends with Displays the records for which the value of the specified property ends with the same character or string as the value in the Value field. Starts with Displays the records for which the value of the specified property contains at the beginning the value in the Value field. Is null Displays the records for which the value of the specified property is null. Is not null Displays the records for which the value of the specified property is not null. Is in (for properties of the User type): Displays the records for which the value of the specified property (a user) is included in the work group selected in the Value field. You can select this option for the `@MyGroups` and `@MyWorktree` clauses. Is not in (for properties of the User type): Displays the records for which the value of the specified property (a user) is not included in the work group selected in the Value field. You can select this option for the `@MyGroups` and `@MyWorktree` clauses. The following conditions are obsolete and have been preserved for compatibility with previous versions of Visma Net. It is recommended to use date-relative clauses instead of these conditions (for details, see: About creating temporary or reusable filters): Today (for values of the date type): Displays the records for which the value of the specified property is equal to the current business date. Overdue (for values of the date type): Displays the records for which the value of the specified property is overdue in comparison to the current business date. Today+overdue (for values of the date type): Displays the records for which the value of the specified property is equal to the current business date or overdue in comparison to the current business date. (This is a combination of the Today and Overdue conditions). Tomorrow (for values of the date type): Displays the records for which the value of the specified property is equal to the day after the current business date. This week (for values of the date type): Displays the records for which the value of the specified property is within the current week. The start and end of the week are determined according to the default system locale or the locale you selected when you signed in to Visma Net. The system locales are specified and configured in the System locales (SM200550) window. Next week (for values of the date type): Displays the records for which the value of the specified property is within the week after the current week. The start and end of the week are determined according to the default system locale or the locale you selected when you signed in to Visma Net. The system locales are specified and configured in the System locales (SM200550) window. This month (for values of the date type): Displays the records for which the value of the specified property is within the current month. (The current month contains the current business date.) Next month (for values of the date type): Displays the records for which the value of the specified property is within the month after the current month. (The current month contains the current business date.)
Value	The value for the logical condition used to filter the data, if the selected condition requires a value. The value you enter must conform with the data type of the selected property.
Value2	The second value for the logical condition, if the selected logical condition requires a second value (as, for example, the Is between condition does). The value you enter must conform with the data type of the selected property.
Brackets	A set of closing brackets to group clauses. You use brackets for filters with multiple clauses.
Operator	The logical operator ( And or Or ) to be used between clauses or groups of clauses. You select this operator to join the current clause with the next one. Use the And operator to find the records that meet the criteria in both the selected clause and the next clause. Use the Or operator to find the records that meet the criteria in either the selected clause or the next clause. ou can apply these operators to single clauses or groups of clauses.