Filter codes

You may want to limit the codes that agency staffers have to choose from when processing applications, reviews, and inspections.

For example, your agency might have a large number of inspection result codes, not all of which are used for each inspection type. To filter the result codes, you can create a filter group that defines a relationship between one or more inspection types and one or more result codes. Only the selected results will be available for those inspection types, making it easier to find the correct codes.

For each CDR module you can define filter groups within a set of system-defined filters. Each filter establishes a relationship between two properties, such as application type and work type. The first property, called the condition property, is used to filter the values of the second, called the target property.

You can also create your own filters if you want to set up relationships between additional properties, or if you want to use a condition formula to filter the target property. To create your own filters, use the generic Filter Code Setup page under System > Agency Personalization.

Note: CDR filters are given priority over generic filters. If a target property is affected by both a CDR filter and a generic filter, the CDR filter will be enforced.

All target codes are available if you are working with multiple records of different types. For example, if you are recording results for multiple reviews of different types, all result codes will be included in the Result popup. If you are recording results for multiple reviews of the same type, then the popup will only include result codes that are valid for that review type.

Note: You can also use CustomValidate formulas in the Workflow Manager to filter application data.