Building a filter

Filters are used to view only records that are relevant to you in a list or report.

When you build a filter, you provide selection criteria for records to be included in a list or report. Records that do not meet the criteria are not included.

The filter exists as a personalization for the list or report and its selection criteria remains in place until you change or delete it.

These are the methods for creating filters:

If you are familiar with LPL, you can specify the criteria into a text box.
You can use the Condition Builder tool to walk through the steps for creating a filter.

Note: There are several ways to navigate to the tools for building and updating a filter. These steps show one way to build and update a filter.

From the list or report for which a filter is to be created, select More Actions > Options > Personalize > Create.
On the next screen, move to the Filter tab.
If you are familiar with LPL, you can:
1. Specify the criteria directly in the Filter Criteria text box, for example, AccountingUnitOrder.
2. When you finish specifying the filter string, select any of these options:
  - Ok: Saves the filter
  - Cancel: Cancels the changes you made
  - Reset: Returns the list or report to its original state
3. To make updates to a filter, select it and make changes on the Filter Criteria text box. When done, select any of these options:
  - Update: Saves your changes
  - Cancel: Does not save the current changes
  - Reset: Returns the list or report to its original state
Instead of using LPL, you can create a filter using Condition Builder. The Condition Builder walks you through the steps of creating a filter.
1. Click the Builder button.
2. On the Condition Builder Helper screen, make selections for these fields:
  - Match All or Match Any: Match All means only records that meet all conditions are selected. Match Any means records that meet one condition are selected.
  - Field: Select the field for the filter. To locate the field you can start typing in the field name box and select the field when it displays. You can also click the search icon and perform a search.
  - Condition: Select an option from the list. These are the available options, which depend on the field you selected:
  - - Equal to: Must be equal to the Field or Value you specify.
    - Not Equal to: Cannot be equal to the Field or Value you specify.
    - Like: Available for text fields only. Selects records containing text similar to what you specify.
    - Greater than: For number and date fields only.
    - Greater than or Equal to: For number and date fields only.
    - Entered: Selects records that have a value.
    - Not Entered: Selects records that do not have a value.
    - Within: Selects values within a range and typically used for date fields. You can select any of these options:
      
      This month
      
      Last month
      
      Next month
      
      This year
      
      Last year
      
      Next year
      
      Year-to-date
      
      Month-to-date
    - Equals: Typically used for date fields. You can select any of these options:
      
      Today
      
      Yesterday
      
      Tomorrow
    - Exist: For relations only. The relation has records.
    - Does Not Exist: For relations only. The relation has no records.
    - True or False: For yes or no fields only. Used with conditions and states.
    - Enter Field: Compare against another field value. Select the field in the Field box.
    - Enter Value: Compare an actual value. Specify the value in the Value box.
3. Click Ok to save this condition.
4. To add an OR condition, click Build Another and select options on the Condition Builder Helper form. You cannot add an AND condition.
  
  Note: To remove a condition from the Condition Builder, click the Delete icon next to the condition.
5. When you are done building conditions, select any of these options:
  - Append: Adds the new conditions to the end of existing conditions for the filter.
  - Overwrite: Deletes the existing conditions for the filter and replaces them with the new conditions.
  - Cancel: Does not create the new conditions and retains any existing conditions.