The second, and more complex data filtering tool, is in the Filter Builder.  It is available in any viewing grid that contains the Custom Filter option.  Specifically, a user can only access the Filter Builder by first evoking the Customer Filter.

 

Figure 16: Customize button location

 

The Filter Builder is contained within a separate screen and is more graphical than the Custom Filter.  It is used to define an unlimited number of conditions to be set for filter of the data.  By clicking within the row control box (box containing ellipses), more row options will appear to the user.

 

 

Figure 17: 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 18: 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 example in Figure 18 (above), 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 in the Filter Builder:

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.  Continuing with the above example (Figure 18), 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 Custom Filter 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 19: Grouping example within the Filter Builder

 

In the example above (Figure 19) the application will find all claim records with the order record still open AND the Adjuster not set (blank) OR if both email addresses 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 20: 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 21: Filters in use example

 

 

Note: All the sorting, grouping, and filtering data functions can be used concurrently.  One can sort, group, and filter data all at the same time

 

Saving a Filter

1.   Access the Mover’s Suite application,

2.   Open a data grid within the available modules that contains the customize option,

3.   Click on the Filter Select button () on the column heading intended as the base of the filter,

4.   Select (Custom…) and the Custom Filter dialog will appear,

5.   Optionally enter conditions for the base of the filter in the Custom Filter,

6.   Press the OK button and the Filter Bar will appear,

7.   Press the Customize… button to access the Filter Builder,

8.   Optionally edit and/or add new conditions,

9.   Press the Save As button and the Save the active filter to file window will appear,

10.  Enter a File name,

11.  Press Save to add the file to a client system folder (e.g. My Documents).

 

Note: The file is saved as a type Filters file with an extension of “.flt”.

 

Retrieving a saved filter

1.   Access the Mover’s Suite application,

2.   Open a data grid within the available modules that contains the customize option,

3.   Click on a Filter Select button () button within any column heading,

4.   Select (Custom…) and the Custom Filter dialog will appear,

5.   Press the OK button and the Filter Bar will appear,

6.   Press the Customize… button to access the Filter Builder,

7.   Press the Open… button and the Open an existing filter window will appear,

8.   Select the appropriate filter file (.flt) from the available list,

9.   Press the Open button.

 

The Filter Builder will reflect the conditions present in the file.  Pressing the OK button will update the data grid with the filter conditions in effect.

 

Note: Currently, a filter saved in one module of the application, such as Local Dispatch, cannot be used in any other modules.