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query builder - filter [2016/09/14 14:19] (current)
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 +There are many different available filters, which can be organized according to the type of object that is the basis of the filter.
  
 +====== Text-Type Filters ======
 + 
 +
 +These filters are available for text Fields as well as certain specialized text Fields (such as Email Address fields) and parts of multi-part Fields (such as the City part of an Address Field). ​ The available filters are:
 +
 +  * **Contains** - This filter only displays Records where the Field or Field Part contains the specified/​evaluated text.
 +  * **Does Not Contain** - This filter only displays Records where the Field or Field Part does not contain the specified/​evaluated text.
 +  * **Is** - This filter only displays Records where the Field or Field Part is exactly the specified/​evaluated text.
 +  * **Is Not** - This filter only displays Records where the Field or Field Part is not exactly the specified/​evaluated text.
 +  * **Is Empty** - This filter only displays Records where the Field or Field Part is empty.
 +  * **Is Not Empty** - This filter only displays Records where the Field or Field Part is not empty.
 +  * **Starts With** - This filter only displays Records where the Field or Field Part starts with the specified/​evaluated text.
 +  * **Ends With** - This filter only displays Records where the Field or Field Part ends with the specified/​evaluated text.
 +
 +
 +====== Number-Type Filters ======
 +
 +
 +These filters are available for number Fields as well as specialized number Fields (such as Currency Fields) and parts of some multi-part Fields (such as the Area Code part of the Phone Number Field). ​ The available filters are:
 +
 + 
 +
 +  * **Is** - This filter only displays Records where the Field or Field Part is exactly the specified/​evaluated text.
 +  * **Is Not** - This filter only displays Records where the Field or Field Part is not exactly the specified/​evaluated text.
 +  * **Is Less Than** - This filter only displays Records where the Field or Field Part is strictly less than the specified/​evaluated number
 +  * **Is Greater Than** - This filter only displays Records where the Field or Field Part is strictly greater than the specified/​evaluated number.
 +  * **Is Between** - This filter only displays Records where the Field or Field Part is greater than or equal to the first specified/​evaluated number and less than or equal to the second specified/​evaluated number.
 +  * **Is Not Between** - This filter only displays Records where the Field or Field Part is strictly less than the first specified/​evaluated number or strictly greater than the second specified/​evaluated number.
 +  * **Is Empty** - This filter only displays Records where the Field or Field part is empty.
 +  * **Is Not Empty** - This filter only displays Records where the Field or Field Part is not empty.
 + 
 +
 +====== Time-Type Filters ======
 +
 +These filters are available when filtering on a Date, Date and Time, or Time Field. ​ They are:
 +
 +  * **Is Before** - This filter only displays Records where the time is strictly before the specified/​evaluated time.
 +  * **Is After** - This filter only displays Records where the time is strictly after the specified/​evaluated time.
 +  * **Is Empty** - This filter only displays Records where the time is empty.
 +  * **Is Not Empty** - This filter only displays Records where the time is not empty.
 +  * **Is During** - This filter only displays Records where the time is between the two specified/​evaluated times (identical times pass as well).
 +  * **Is Not During** - This filter only displays Records where the time is not between the two specified/​evaluated times (identical times pass as well).
 +
 +===== Secondary Choices =====
 +
 +The "Is Before",​ "Is After",​ "Is During"​ and "Is Not During"​ filters have a second choice which determines what the times are evaluated against. ​ These second choices are:
 +
 +  * **Custom** - You are given the option to specify date(s).
 +  * **Relative Date** - Allows you to choose to evaluate against a time a certain amount of time before or after the current time.
 +  * **Now** - Evaluates against the current time.
 +  * **Today** - Evaluates against the current day.
 +  * **This Week** - Evaluates against the current week.
 +  * **This Month** - Evaluates against the current month.
 +  * **This Quarter** - Evaluates against the current quarter.
 +  * **This Year** - Evaluates against the current calendar year.
 +  * **Yesterday** - Evaluates against the previous day.
 +  * **Last Week** - Evaluates against the previous week.
 +  * **Last Month** - Evaluates against the previous month.
 +  * **Last Quarter** - Evaluates against the previous quarter.
 +  * **Last Year** - Evaluates against the previous year.
 +  * **Tomorrow** - Evaluates against the next day.
 +  * **Next Week** - Evaluates against the next week.
 +  * **Next Month** - Evaluates against the next month.
 +  * **Next Quarter** - Evaluates against the next quarter.
 +  * **Next Year** - Evaluates against the next year.
 +
 +====== Item-type filters ======
 +
 + These filters are available when an Item or multi-part Field is compared to another, such as when an Item Picker is filtered, when "​Item"​ is chosen as a filter, or when a social security number is filtered. ​ They are:
 +
 +  * **Is** - This filter only displays records that have the same WorkXpress Item ID as the specified/​evaluated Item.
 +  * **Is Not** - This filter only displays Records that don't have the same WorkXpress Item ID as the specified/​evaluated Item.
 +  * **Is Empty** - This filter only displays Records where the Field or Field Part is empty.
 +  * **Is Not Empty** - This filter only displays Records where the Field or Field Part is empty.
 +====== Checkbox-type filters ======
 +
 +
 + These filters are only available for checkboxes. ​ They are:
 +
 +  * **Is Checked** - This filter only displays Records where the checkbox is checked.
 +  * **Is Not Checked** - This filter only displays Records where the checkbox is not checked.
 +
 +====== Address Filters ======
 +These filters are only available for addresses. ​
 +
 +  * **Entire Field** - This filter only allows records where the entire address Field passes through the chosen one of the standard four item-type filters. ​ When [[Field Setting - Geolocation|geolocation]] is enabled then the ability to perform a radius search is also available.
 +  * **Street** - This filter only allows Records where the Street part of the address Field passes through the chosen one of the standard eight text-type filters.
 +  * **Street 2** - This filter only allows Records where the Street 2 part of the address Field passes through the chosen one of the standard eight text-type filters.
 +  * **Street 3** - This filter only allows records where the Street 3 part of the address Field passes through the chosen one of the standard eight text-type filters.
 +  * **City** - This filter only allows Records where the City part of the address Field passes through the chosen one of the standard eight text-type filters.
 +  * **State** - This filter only allows Records where the State part of the address Field passes through the chosen one of the standard eight text-type filters.
 +  * **Zip Code** - This filter only allows Records where the Zip Code part of the address Field passes through the chosen one of the standard eight number-type filters.
 +  * **Country** - This filter only allows Records where the Country part of the address Field passes through the chosen one of the standard eight text-type filters.
 +====== Telephone Number Filters ======
 +  * **Entire Field** - This filter only allows Records where the entire phone number Field passes through the chosen one of the standard four item-type filters.
 +  * **Country Code** - This filter only allows Records where the Country Code part of the Phone Number Field passes through the chosen one of the standard eight number-type filters.
 +  * **Area Code** - This filter only allows records where the Area Code part of the Phone Number Field passes through the chosen one of the standard eight number-type filters.
 +  * **Prefix** - This filter only allows Records where the Exchange part of the Phone Number Field passes through the chosen one of the standard eight number-type filters.
 +  * **Line Number** - This filter only allows records where the Line Number part of the Phone Number Field passes through the chosen one of the standard eight number-type filters.
 +  * **Extension** - This filter only allows records where the Extension part of the Phone Number Field passes through the chosen one of the standard eight text-type filters.
 +
 +====== Credit Card Filters ======
 +These filters are only available for credit cards. ​
 +
 +  * **Entire Field** - This filter only allows records where the credit card field is either empty or not empty.
 +  * **Last Four** - This filter only allows Records where the Last Four part of the credit card Field passes through the chosen one of the standard eight number-type filters.
 +  * **Card Holder Name** - This filter only allows Records where the Card Holder Name part of the credit card Field passes through the chosen one of the standard eight text-type filters.
 +  * **Expiration Month** - This filter only allows Records where the Expiration Month part of the credit card Field passes through the chosen one of the standard eight number-type filters.
 +  * **Expiration Year** - This filter only allows Records where the Expiration Year part of the credit card Field passes through the chosen one of the standard eight number-type filters.
 +
 +====== Forte Checkout Filters ======
 +These filters are only available for Forte Checkout. ​
 +
 +  * **Entire Field** - This filter only allows records where the credit card field is either empty or not empty.
 +  * **Last Four** - This filter only allows Records where the Last Four part of the credit card Field passes through the chosen one of the standard eight number-type filters.
query builder - filter.txt ยท Last modified: 2016/09/14 14:19 (external edit)
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