Page Comparison

...

1. Open a new view for the service you want to search. 
   
   • See the Aptify 5.5 User Guide Using the Viewing System for information on creating views.
     
     
2. Enter the Name and Description for the view.
   
   
3. Select the Filters tab and enter one or more view filter based on a topic code relationship. 
   
   • For example, enter the statement below to find records associated with a particular Topic Code (by Topic Code name). 
   1. • Service: Topic Codes 
      • Field: Topic Code 
      • Operator: Exactly Matches 
      • Value: Enter the Topic Code Name (e.g., Volunteering) 
        
        
   • You can use a similar statement to filter records based on a Topic Code Link's Value, such as an option selected from a Topic Code multiple-choice list or entered manually in a numeric or text box. 
   1. • Service: Topic Codes
      • Field: Value
      • Operator: Begins With
      • Value: Enter the first word of the value you want to match (such as 100% Work Travel to identify employees who work off-site).
        
        

   Note

   When filtering on topic code relationships, Aptify automatically adds a second filter to the view that excludes inactive topic code links from the results (this filter is only visible on the AdvancedSQL tab – it is not added to the Filters tab). For example, if a person has the Business topic code selected, this is an active topic code link. If the Business topic code is subsequently unchecked, the person still has a topic code link to Business but it is now inactive. To search inactive topic codes, you need to specifically add a filter for this to the Filters tab.

4. Enter an additional filter statements, as necessary.
   • For example, in the following figure, the view will return Persons that have the Volunteering topic code selected, but only if their address is in Washington, DC.
     
     
5. Configure additional view properties as necessary.
6. Click OK to load the view. 
   • The system displays the view. The results match the criteria you specified on the view's Filters tab.