Example: Multiple IDO filters

Instead of creating a new mapping table, we can take advantage of the existing mapping in the slsman_mst table, which has both a username column and a slsman column.

The filter on SLOpportunities requires two clauses.

First Clause


Field	Setting	Notes
IDO	SLOpportunities	The filter applies only to the SLOpportunities IDO. (You will be ORing another filter clause after this one.)
User		Leave blank so the filter applies to all users. You will use the table join to determine who the filter applies to.
Group		Leave blank so the filter applies to users in all groups.
Property	slsman	The Salesperson field on the Opportunities form is bound to the SLOpportunities.slsman property.
(Operator)	=
This Value	Current User Joined To	Use this setting to specify a table join.
This Table	slsman_mst	This is the existing slsma_mstn table that includes the username (login ID) and slsman (salesperson) mapping.
Where This Column is the Username	username	This drop-down list will populate after you specify the table.
And This Column has the Value	slsman	This is the value that is compared to the slsman property on the SLOpportunities IDO.

When you click Add This Clause, the pseuo-SQL query that displays looks like this:


Slsman = ANY (SELECT [slsman] FROM [slsman_mst] WHERE [slsman_mst].[username] = dbo.UserNameSp()))

Second Clause


Field	Setting	Notes
IDO	SLOpportunities	The filter applies only to the SLOpportunities IDO. (You will be "OR"ing this filter clause to the previous one.)
User		Leave blank so the filter applies to all users.
Group		Leave blank so the filter applies to users in all groups.
Property	slsman	The Salesperson field on the Opportunities form is bound to the SLOpportunities.slsman property.
(Operator)	=
This Value	Literal	Compare the property to the literal value in the adjoining field.
(Literal)		Leave this field blank, or specify null to indicate a null value. The null will match any opportunities where a salesperson is not defined.
OR instead of AND with previous value	(Selected)	Select this box to indicate an OR

When you click Add This Clause, the pseudo-SQL query that displays looks like this:


Slsman = ANY (SELECT [slsman] FROM [slsman_mst] WHERE [slsman_mst].[username] = dbo.UserNameSp())) OR (Slsman = null)