Filter codes

An Infor Public Sector database can include a large number of codes, so you may want to define filters to limit the codes that are available in different contexts. Each filter applies to a selected property of a selected business object, called the target property.

There are two ways to define a filter for a target property:

You can filter the property based on the value of another property of the same business object, called the condition property.
You can specify a condition formula.

In either case you must first define a filter. Each filter is defined for a target property, and either specifies a condition property or indicates that a formula will be used. You can only define one filter for each target property, because multiple filters for the same property might conflict.

After you define a filter, you can define one or more filter groups. If the filter is formula-based, then each filter group specifies a condition formula and one or more values of the target property that will be available if the condition is met. If the filter is based on a condition property, then each filter group associates one or more values of the condition property with one or more values of the target property. Only the selected target codes will be available if one of the condition codes is entered.

For example, you might want to restrict the responsibility codes that are available for service requests based on the request type. To do this you must first create a filter that defines the service request type as the condition property and the responsibility code as the target property. You can then create filter groups that associated specific responsibility codes with specific request types.

Note: The CDR modules also include filter code functionality. In CDR, you can create filter groups based on a set of predefined filters. CDR filters are given priority, so if a target property is affected by both a CDR filter and a generic filter, the CDR filter will be enforced.