Adding a filter group

  1. Select System > Agency Personalization > Filter Code Setup.
  2. Under the Infor Business Objects node or the Agency Business Objects node, browse to the filter to which you want to add a filter group.
  3. Right-click the filter node and select Create Group.
  4. Specify a name for the filter group in the Group Name field.
  5. Under CONDITION, specify the condition for this filter group.
    There are two ways to define the condition, depending on how the parent filter is defined. If the filter uses a condition formula, enter the formula in the Formula field.
    If the filter uses a property to set the condition, then you must define one or more condition codes. To define these codes, specify this information:
    List Option
    Select Inclusive or Exclusive. If you select Inclusive, the filter group applies to all codes that you add to the Condition Codes grid. If you select Exclusive, the filter group applies to all codes except the ones in the grid.
    Include blank as a valid code
    Select this check box if you want to include blank condition codes in the filter group. This means that each of the specified target codes will be available if the condition code is blank.
    Condition Codes
    Specify one or more codes of the parent filter's condition property. Depending on the option that you select in the List Option list, the codes that you specify are either included in or excluded from the filter group.
  6. Under TARGET, specify this information:
    Default Value
    Optionally, you can specify a default value for the target code. If the condition is met, the target field will automatically be populated with the specified value. This value must also be listed in the Target Codes grid.
    List Option
    Select Inclusive or Exclusive. If you select Inclusive, the filter group applies to all codes that you add to the Target Codes grid. If you select Exclusive, the filter group applies to all codes except the ones in the grid.
    Include blank as a valid code
    Select this check box if you want to include blank target codes in the filter group. This means that the target code can be left blank if the condition is met.
    Target Codes
    Specify one or more codes of the parent filter's target property. Depending on the option that you select in the List Option list, the codes that you specify are either included in or excluded from the filter group. If you want to include all codes, select Exclusive and leave the grid empty.