Attribute Form Qualification

Use Attribute Form An attribute form is descriptive information about a business attribute. For example, the attribute Customer can have the forms First Name, Last Name, Address, Email Address, and so on. Qualifications to filter report data based on an attribute form. For example, to return data for only those customers whose last names start with the letter H, create an attribute form qualification defined with the Form A form is a descriptive category for any data an organization saves about any of its attributes. A form defines an attribute. Last Name, the Operator Describes a range that data must be within, such as Begins With, Less Than, or Between. For example, using the Begins With operator,where the Last Name value is set to A, the search would return only last names that begin with A. Logical operators are: AND, AND NOT, OR, and OR NOT Begins With, and the letter H as the value.

To create a stand-alone attribute form qualification filter:

1. On the project's main page, click Create Filter to view the New Filter screen. Or, from the Admin menu, choose Filter. From the Filters page, click the Create Filter icon.

2. In the left menu pane, navigate to the attribute with the form to filter a report's data.

3. Right-click the attribute and select Add to Filter.

4. Create the list of forms which the filter will use to filter data. To do this:

   1. Click Qualify.

   2. From the first drop-down menu, select the Form to base filter data on.

   3. From the next drop-down menu, select the Operator that describes how to filter data, such as Begins With or Less Than.

   4. In the last field, type the value used to qualify on the attribute form. This is the value that will be compared against the data in this data source.

   Depending on the operator selected from the previous drop-down menu, multiple values may need to be entered. For example, the operator Between requires two values.

5. Click Apply to create the filtering condition.

6. Click Save As to view the Save As dialog and navigate to the folder to save the filter.

7. Type a Name and Description for the filter, and click OK.

   The filter can now be added to a report.

   Related Topics

   Adding a stand-alone filter to a report

   Attribute Element List Qualification

   Attribute Qualification prompt

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