About Filters
Filters control the records that you see in list views and reports.
You can provide values for the attributes that you want to filter on and the operator to use for filtering. Typical operators include the following: equal to, not equal to, starts with, ends with, contains, greater than, less than, and so on. The available operators depends on the attribute's data type. For example, operators for filtering text values are different than the operators for filtering numeric values. Filters are combined together using and logic, which means only those records that meet all filter criteria are displayed.
You can also create more complex filters using and as well as or logic and grouping logic to determine the order in which filters are applied.
You can save a filter for future use. However, for setting up your views, saved lists can be used. See "Working with List Views".
Service Administrators and power users can publish filters so that they are accessible to other users and these are then marked as Public. Service Administrators and power users can use saved filters to test rules.
Where Are Filters Used in Task Manager
There are many locations within Task Manager where filters can be used.
The filters functionality remains consistent throughout these different areas:
- Schedule Tasks
- Templates
- Schedules
- Task Types
- Alert Types
- Views
- Attributes
Where Are Filters Used in Supplemental Data Manager
There are many locations within Supplemental Data Manager where filters can be used.
The filters functionality remains consistent throughout these different areas:
- Supplemental Data Tasks
- Views
- Data Collection Periods