The second, and more complex filter, is in the Filter Builder.  This interface is more graphical than the Custom Filter and allows for an unlimited number of conditions to be set.  By clicking within the row control box (box containing ellipses), more row options will appear to the user.

 

Figure 26: Filter Builder

 

Further, it allows for grouping of conditions that are evaluated only if the upper level condition is satisfied.   Click in the row control box and select from the following options:

•      Add Condition

•      Add Group

•      Remove Row

 

 

Figure 27: Row options within the Filter Builder

 

Adding a condition will prompt the user to select from a list of fields to base the filter on.  Referring to the above example, Order Status is the selected field and it is “conditional” upon equaling the value of “Open”. 

 

The following conditions can be placed on a field:

equals

does not equal

is less than

is less than or equal to

is greater than

is greater than or equal to

like

not like

is blank

is not blank

between

not between

not in

 

Once the condition is set the user will need to set a value to base the condition on.  In our example, the Order Status would need to equal the value of “Open”, as specified by the user. 

 

As with the Custom Filter, wildcard characters can be used to replace a series of characters or a single character within this field.  See the Filter Builder section for more information on wildcard searches.

 

Adding a Group will allow the user to specify a group of conditions to base the evaluation upon.  Multiple groups and multiple levels of groups can be added.  

 

Figure 28: Grouping example within the Filter Builder

 

The example above will find all claim records with the order record still open and the Adjuster is blank or if both email address are blank.

 

Any filter defined within the Filter Builder tool can be saved and referenced again, through the Save As, Open and Apply functions.  The product of the Filter Builder will also be displayed within the filter description and be available for quick reference from the filter information bar; this applies to all filtering methods.

 

Figure 29: Filter information bar

 

Additionally, for all filter methods, the column headings will indicate that the data within the column is being filtered by means of a blue arrow within the filter select button.

 

Figure 30: Filters in use example

 

Note: All the features described in this section can be used concurrently.  One can sort, group, and filter data all at the same time.