4 Filter cases with advanced conditions
Create a single filter
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From the Case Actions drop-down menu, select Open.
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In the Case Search Criteria section, from the Advanced Condition drop-down list, select New.
You are asked to confirm whether you want to create a query set (a set of filters).
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To create a new single filter, in the Confirmation dialog box, click No.
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Enter Name and Description of the new filter.
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Select the types of values for the filter:
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To include values from the codelist, select From Code List.
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To include values from the case data, select From Case Data.
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From the Properties navigation tree, select a field name or item to use as a filter.
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From the Conditions list, select a relational operator to establish a relation between the field name and the value.
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Repeat from step 5 to step 7, until all the filters are added.
Use the logical operators (AND and OR) to control whether all the selection criteria must be met for the case to be retrieved or that any one of the conditions must be met.
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Click Save.
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Click Yes if you want to share the filter with other users.
See also, Share filters with other users.
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Click OK.
Create a set of related filters
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From the Case Actions drop-down menu, select Open.
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In the Case Search Criteria section, from the Advanced Condition drop-down list, select New.
You a asked to confirm whether you want to create a query set (a set of filters).
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To create a set of filters by linking a previously defined filter, in the Confirmation dialog box, click Yes.
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To add a filter, click Add.
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When the new row appears in the filter selection area, do one of the following:
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To add an existing filter, click the Lookup icon (
), click Filter, from the search result select a filter, and click OK. -
To enter a new filter criteria, click AC, and follow the procedure to Create a single filter.
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From the Set Operator list, select an operator to link your filters.
This set operator links this filter to the next filter.
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Repeat from step 4 to step 6, until all the filters are added.
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Enter the Name and Description of the new filter.
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Click Save.
Share filters with other users
Sharing filters with other users is possible only if access of the User group is defined in Argus Console through Access Management.
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From the Case Actions drop-down menu, click Open.
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Click the Lookup icon (
) next to the Advanced Condition drop-down list. -
To find a filter, from the drop-down list, select an option.
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Contains—Search the filters that contain the entered criteria.
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Starts With—Search all the filters that start with the entered criteria.
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In the text box, enter the search criteria, and click Filter.
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From the search result, select a filter, and click AC.
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In the Advanced Condition Set dialog box, check the Share with other users checkbox.
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Click OK.
Tip:
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If a filter is not shared with other users, the filter does not appear in the list for any user except the Administrator and the user who created it.
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If the filter is shared, all users in the system can view the filter, but cannot modify it.
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You cannot stop sharing a filter, if the filter is in use in the system.
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Modify a filter
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From the Case Actions drop-down menu, click Open.
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Click the Lookup icon (
) next to the Advanced Condition drop-down list. -
To find a filter, from the drop-down list, select an option.
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Contains—Search the filters that contain the entered criteria.
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Starts With—Search all the filters that start with the entered criteria.
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In the text box, enter the search criteria, and click Filter.
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From the search result, select a filter, and click AC.
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Update the filters, and click Save.
Note:
To save the changes as a new filter, click Save As.
Use filters to view the case series list
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From the Case Actions drop-down menu, click Open.
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Click the Lookup icon (
) next to the Advanced Condition drop-down list. -
To find a filter, from the drop-down list, select an option.
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Contains—Search the filters that contain the entered criteria.
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Starts With—Search all the filters that start with the entered criteria.
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In the text box, enter the search criteria, and click Filter.
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From the search result, select a filter, and click OK.
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On the Case Open page, click Search.
Export the case series list to a spreadsheet
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From the Case Actions drop-down menu, click Open.
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Click the Lookup icon (
) next to the Advanced Condition drop-down list. -
To find a filter, from the drop-down list, select an option.
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Contains—Search the filters that contain the entered criteria.
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Starts With—Search all the filters that start with the entered criteria.
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In the text box, enter the search criteria, and click Filter.
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From the search result, select a filter, and click AC.
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In the Advanced Condition Set dialog box, go to Case Series tab.
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To list the cases that match the filter, click Find Now.
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Select the cases from the list.
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To save the list, click Store Case Series.
Note:
You must save the list before exporting. -
Click Export to export the cases in CSV format.
Import a case series list from the spreadsheet and save
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From the Case Actions drop-down menu, click Open.
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Click the Lookup icon (
) next to the Advanced Condition drop-down list. -
To find a filter, from the drop-down list, select an option.
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Contains—Search the filters that contain the entered criteria.
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Starts With—Search all the filters that start with the entered criteria.
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In the text box, enter the search criteria, and click Filter.
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From the search result, select a filter, and click AC.
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In the Advanced Condition Set dialog box, go to Case Series tab.
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Click Import.
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Enter the description to import the cases and click OK.
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Browse the file to be imported and click OK.
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Click Store Case Series to save it for later use.
Tips:
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You can import an XLS, XLSX or TXT file with one column containing case numbers.
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When you upload a text file, each line in the file is considered a complete case number.
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If a case is missing (cannot be found) or has been deleted, a message appears.
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If the same case has been entered multiple times; only one entry is retained for the same and rest are ignored after the import process is complete.
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For case series, the import process, imports 1000 cases/60 seconds.
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Find filters
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From the Case Actions drop-down menu, click Open.
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To open the Advanced Condition Lookup dialog box, click the Lookup icon (
) next to the Advanced Condition drop-down list. -
To find a filter, from the drop-down list, select an option.
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Contains—Search the filters that contain the entered criteria.
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Starts With—Search all the filters that start with the entered criteria.
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In the text box, enter the search criteria, and click Filter.
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From the search result, select a filter, and do one of the following:
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To list the selected filters in the Advanced Condition drop-down list, click OK.
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To view the details for the selected filter in the Advanced Condition dialog box, click AC.
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To close the Advanced Condition Lookup dialog box without saving changes, click Cancel.
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Access filters from the Advanced Condition Library
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From the Utilities drop-down menu, select Advanced Condition Library.
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From the list of filters, select a filter, and from bottom-right of the page, click an option:
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To create a filter, click New, and do one of the following:
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Create a single filter (skip step 1 and step 2)
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Create a set of related filters (skip step 1 and step 2)
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To modify an exiting filter, click Modify.
See also, Modify a filter (skip step 1 and step 2).
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To delete a filter, click Delete.
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To print a list of filters, select the filters, and click Print List.
To print the entire list of filters, check the checkbox from the heading, and click Print List.
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To find filters for a specific time period:
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From the Date Range drop-down list, select an option.
Or, enter date range in the From and To fields.
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From the View options, select Advanced Condition.
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Click Search.
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FAQs
What is an advanced condition?
An advance condition is a filter that can be a complex or non-standard query where that uses field-level data or dictionary terms as criteria to search cases. These queries act as filters to search for cases.
What is an advanced condition query set?
An advanced condition query set comprises two or more filters combined to create a more complex filter. These query set act as filter to search for cases.
How do the logical operators work?
You can use the AND and OR logical operators to set the conditions of when the filter is used.
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The AND operator returns only those cases that match both the conditions in a filter. No case is found if one of the condition match in the filter.
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The OR operator returns cases that match either or both the conditions in a filter. No case is found if none of the condition match in the filter.
How do the set operators work?
You can use the UNION, INTERSECT, and MINUS set operators to combine multiple conditions in a filter.
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The UNION operator returns cases found in either filter.
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The INTERSECT operator returns only those cases that are found in each filter.
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The MINUS operator returns cases that are found in either of the filters, but not in both filters.
What if
I am unable to find a filter
You may not have the access rights to use the filters. Only users with execute rights for a filter can view the filters in the drop-down list.
If you do have the access rights, you can find your filters either by using the Lookup icon ( ) (see Find filters) or from the Advanced Condition Library (see Access filters from the Advanced Condition Library).
I am unable to view cases that match the filter criteria
When using a set of filters to search cases, the search result is also dependent on the values entered for Date Range fields and the Initial/Follow-up selection. Therefore, if a case is not part of the Date Range for the filter, the case does not display when you click Search.