Creating a Complex View Filter

Typically, you will need to create a view that contains more than one filter to display a specific set of data. This includes filtering on more than one field, filtering on more than one service, and changing the basic filter logic.

1. Open the View Properties dialog for a new or existing view.The following instructions describe how to create a complex view filter on two fields in the same service:
   • For new views, click a service and select Create View from the pop-up menu.
   • For existing views, click within the view and select View Properties from the pop-up menu.
     
     
2. Enter a Name and Description (for new views).
3. Click the Filters tab.
4. Select the Service, Field, Operator, and Value for the first filter statement.
   • The fields are listed in the order in which they appear in the entity. However, the fields can be sorted alphabetically (ascending or descending) by clicking the desired Field column heading (Field Name, Data Type, Display Name, or Description) to sort by. One click sorts the specified column in the alphabetical ascending order. Clicking the column heading a second time sorts the fields in descending order.
     
     
5. Click the second row and select the same Service as the first filter statement.

6. Select a Field from the drop-down list.

   You can refine a view's results by selecting the same Field for both filter statements while specifying a different Operator and Value. For example, to find records whose Ship Dates is between January 1st and 31st of the current year, create one filter statement that looks for records where ShipDate > 12/31/05 and a second filter statement that looks for records where ShipDate < 02/01/06.

7. Select the Operator and Value for the second filter statement.

8. Click the Show Advanced button.

   • By default, Aptify joins multiple filter statements using an AND operator. In other words, the default filter logic is 1 AND 2, which means that only records that match the criteria of Filter 1 and Filter 2 will be displayed when the view is run.
   • To show records that match either Filter 1 or Filter 2, change the AND to OR before continuing.
     
     

9. Click OK to close the View Properties dialog and to run the view.

   See Performing Advanced Filtering Operations for information on how to use Boolean logic, including AND, OR, and NOT connectors, to combine multiple filter statements.