Setting Up a Critical Number/Drilldown IDO Filter

  1. To launch the Critical Number/Drilldown IDO Filter Setup form, click Filter on the Critical Number IDO Source Setup form or the Drilldowns IDO Setup form. Use filters to filter the query performed against the database to narrow the selected records.

    For example, you would specify Stat=R to filter customer orders for regular orders.

    Note:  You cannot open this form directly.
  2. In the Property Name field, specify the IDO property for which you want to set up the filter. This field is not available if the comparison type is CN Parameter Has Value.
  3. Specify the operator to use for the filter. If you select IS NULL or IS NOT NULL, the comparison field and value need not be specified. This field is not available if the comparison type is CN Parameter Has Value.
  4. Select the comparison type:
    • Literal: The property value is compared to the literal value you specify in the last field on this row.
    • Property Name: The property value is compared to another property in the same IDO. The other property is specified in the last field on this row.
    • Critical Number Parameter: The property value is compared to the value of a static parameter defined on the Critical Numbers form. The name of that parameter is then specified in the last field on this row.
    • CN Parameter Has Value: The property value is compared to a Critical Number parameter value. That value is specified in the last field on this row. If this option is selected, then the Property Name and operator fields are not available.
  5. In the last field on this row, specify the comparison value to be used for the corresponding comparison type.
  6. Optionally, if you are using multiple filter clauses, to instruct the system to treat the clauses as Boolean OR comparisons rather than Boolean AND comparisons, select OR Instead of AND with Previous Clause.
  7. To add the filter clause to the list of clauses in the display panel, click Add. The clause is added to the list, formatted with the proper syntax.
  8. Optionally, use Steps 2 through 7 to specify additional filter clauses.
  9. Optionally, to remove all filter clauses and start over, click Remove.
    Note:  You cannot selectively remove individual filter clauses: If you choose to remove one, you remove them all.
  10. Click OK.

For complex comparison logic, you can edit the text in the editor field to add parentheses around OR and AND statements, to ensure that the filter is evaluated properly.

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