FilterEdit < Cargooffice

Tags: view all tags
---++ Edit Filters

%TOC{depth="6"}%
---+++ About
   * Per grid type or module, specific filters can be created or modified.
   * Per customer specific filters can be created or modified.
---+++ Where to find

_Edit Filters_ is found at:
   * Backoffice -&gt; Settings and Management -&gt; Filters: click edit button
   * _Please note_: some basic programming knowledge when creating filters is requested.
      * If you don't know how to create a filter, but you know what you want to have filtered, then send Cargo Office Programmers a clear request by using your [[BugtrackingDocumentation][bug tracking system]].
---+++ Description

<img alt="filterEdit2.png" height="384" src="%ATTACHURL%/filterEdit2.png" style="padding-bottom: 15px;" title="filterEdit2.png" width="691" />
   * 1. _Filter module_ defines in which grid type this filter is displayed:<br />
      * [[TracktraceOrderoverview][track&trace]]
      * [[DispatchRightside][dispatch]]
      * [[WhInventory][whproduct]]
      * [[WhLocations][whlocation]]
      * [[QuotationActive][quotation]]
      * [[OrderentryBatch2][batch]]
   * 2. Give a name to your filter.<br />
      * This name will be displayed in your filter option list inside your grid.
   * 3. _Sequence_ defines where your filter is placed compared to other filters.
   * 4. Decide whether this filter is actice or not active.<br />
      * Inactive filters are not displayed inside your grid.
   * 5. Per filter you can decide for which customer this filter is displayed.<br />
      * *Note: if you want to display this filter for multiple customers, use comma [,] as a seperator. <br />Do not use blank space in between.*
      * If you want to dispay this filter for all customers, make it blank or fill in: *all* (lowercase).
   * 6. A filter can be defined by more than one rule.
      * Whether a rule comparison is used as an "AND" or an "OR" statement is decided by this mode.
      * The AND vs OR relates to all rules, it is not possible to create AND/OR constructions using simple rules.
      * You *can* however construct an AND + OR filter using regular expressions. <br />
         * *Note:* programming skills are needed to achieve this.
   * 7. Add an extra rule.
   * 8. Available fields to built your rules on.<br />
      * Field vales in this drop-down box can be added in parameter [[ParametersOrderentrySpecific#order_FieldNames][orderFieldNames]] and [[ParametersOrderentrySpecific#ship_FieldNames][shipFieldNames]].<br />
         * Note: be carefull to delete values from these parameters, they may be used in other applications.
   * 9. In the drop down avalable comparison signs are listed. <br />
      * If you do not know what a comparison sign is, look it up somewhere at the internet.
   * 10. The value(s) of your statement.<br />
      * [[TracktraceFilters][Here]] we have listed some examples.
   * 11. Delete this rule.
   * 12. Save your new filter or new modifications of your filter.
   * 13. Cancel the modifications of your filter.

-- Main.RutgerRutgers - 10 Apr 2007 / 2018-08-27
Attachments
Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
png	filterEdit2.png	r1	manage	31.1 K	2018-08-27 - 09:14	RutgerRutgers	Filter edit description
Topic revision: r6 - 2018-08-27 - RutgerRutgers