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Auitabs
idcontainer
titleMain Container
directionhorizontal


Auitabspage
idtab1
titleWeb Interface


 

  1. Identify the service whose records you want to filter.
    • Examples of services that support the Proximity Search wizard by default include Persons, Companies, Orders, Organizations, and Employees.
    • The service or a related service (that you can select from a view filter's Service drop-down list) must include a Postal Code (or ZIP Code) field that links to the Postal Code field in Aptify's centralized Addresses entity.

  2. Create a view of the service identified in Step 1.

  3. Enter a Name and Description for the view.
    • Leave the View Type set to List View.

  4. Click the Filters tab and enter the following Filter statement:
    • Service: Select the filter's service from the drop-down list. The selected service must include a Postal Code or ZIP Code field. 
    • Field: Postal Code (or ZIP Code) 
    • Operator: Proximity 

  5. Click the Proximity Search icon to launch the Proximity Search wizard.

    Opening Proximity Search Wizard in Web Interface

  6. Define the start location for the search by selecting a Country from the drop-down list and entering a Postal Code.

    The default value for the Country drop-down list is United States. However, an administrator can specify a different default country by modifying the DefaultCountryID attribute located in the Postal Code entity. This attribute identifies the default country (based on ID) to populate the Country drop-down field.


  7. Choose the Proximity Search Type.
    • Closer or Exact Distance: Displays records that are the specified distance or closer from the Postal Code entered on the previous screen.
    • Closer Than: Displays records closer than the distance specified.
    • Farther or Exact Distance: Displays records that are the specified distance or farther away from the Postal Code.
    • Farther Than: Displays records farther than the distance specified.
    • Exact Distance From: Displays only records that are the specified distance from the Postal Code entered on the previous screen.

  8. Specify the distance and the units of measure in the Distance field.

    • You can specify distance in Miles or Kilometers.

    Specify Proximity Search Details in the Web Interface

  9. Click Finish to save the settings.

    Postal Code Proximity Filter with Values in the Web Interface

  10. Add additional filter statements or configure additional view properties as necessary.

     Proximity Search filters are restrictive; they support the AND operator only (they do not support using OR operators). If a view has multiple filter statements, you must join these statements to the Proximity Search filter using an AND operator. If the Filter Logic string is modified to use an OR operator when a Proximity Search is one of the operands, the system will treat this operator as if it were an AND.


  11. Click OK to load the view.
 



 
Auitabspage
idtab2
titleDesktop Client


  1. Identify the service whose records you want to filter.
    • Examples of services that support the Proximity Search wizard by default include Persons, Companies, Orders, Organizations, and Employees.
    • The service or a related service (that you can select from a view filter's Service drop-down list) must include a Postal Code (or ZIP Code) field that links to the Postal Code field in Aptify's centralized Addresses entity.

  2. Create a view of the service identified in Step 1.

  3. Enter a Name and Description for the view.
    • Leave the View Type set to List View.

  4. Click the Filters tab and enter the following Filter statement:
    • Service: Select the filter's service from the drop-down list. The selected service must include a Postal Code or ZIP Code field. 
    • Field: Postal Code (or ZIP Code) 
    • Operator: Proximity 
    • The Value field will automatically populate with the Proximity Search. 

  5. Click the Proximity Search (...) ellipsis to launch the Proximity Search wizard.

    Proximity Search Option

  6. Click Next.

  7. Define the start location for the search by selecting a Country from the drop-down list and entering a Postal Code.

    The default value for the Country drop-down list is United States. However, an administrator can specify a different default country by modifying the DefaultCountryID attribute located in the Postal Code entity. This attribute identifies the default country (based on ID) to populate the Country drop-down field.

    Default Country and Postal Code

  8. Click Next to continue.

  9. Choose the Proximity Search Type.
    • Closer or Exact Distance: Displays records that are the specified distance or closer from the Postal Code entered on the previous screen.
    • Closer Than: Displays records closer than the distance specified.
    • Farther or Exact Distance: Displays records that are the specified distance or farther away from the Postal Code.
    • Farther Than: Displays records farther than the distance specified.
    • Exact Distance From: Displays only records that are the specified distance from the Postal Code entered on the previous screen.

  10. Specify the distance and the units of measure in the Distance From Postal Code field.

    • You can specify distance in Miles or Kilometers.

    Define Distance From Postal Code

  11. Click Next to view the Summary of the filter statement.

    Summary
  12. Click Finish.

  13. Add additional filter statements or configure additional view properties as necessary.

     Proximity Search filters are restrictive; they support the AND operator only (they do not support using OR operators). If a view has multiple filter statements, you must join these statements to the Proximity Search filter using an AND operator. If the Filter Logic string is modified to use an OR operator when a Proximity Search is one of the operands, the system will treat this operator as if it were an AND.


  14. Click OK to load the view.


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