Search Criteria

There are several buttons on this form, starting with the “Add Criteria” button. This is the button you will click the most when creating filters. Clicking it once will give you one new set of criteria to work with.

• The first drop-down field will contain system defaults, and global defaults (that are always available). The rest of the choices will be data module fields from the module that this filter applies to.

• System Defaults
  • Created By: The USER who created the record.
  • Created Date: The DATE the record was created.
  • Modified By: The name of the USER that last modified the record.
  • Modified Date: The DATE  when the record was last modified.
  • Record ID: The Ivinex record ID (each record in Ivinex has a unique ID).
    
    
• Global Defaults
  • Current User — This is used to select a specific Ivinex USER.
    • Example: CURRENT USER | EQUAL | (to) | John Smith
  • Linked Status – This is used to determine if records are linked to a module, specific record, or both.
    • Example: Linked Status | Linked To | Companies (module) | none selected
    • Example: Linked Status | NOT Linked To | Companies (module) | ABC Company (specific record)
    • Example: Linked Status | Linked To | User Input | 1020:[Field: collection_id]
  • Converted Status – This is used to determine if a record or records were converted from one module into the module that the filter applies to.
  • Current Group – This is used to pick a specific USER GROUP.
    
    
    
• The second drop-down field is a list of comparison operators. The comparison operators vary depending on your choice in the first drop-down. The field type associated with the data column (first drop-down) will determine what comparison operators are available.
  
  

• System Default Comparison Operators
  • Equal:  Result is exactly equal to the third field option.
  • NOT Equal:  Result is not equal to the third field option. Field Syntax and blanks work here as well.
  • Changed:  Result is if Option 1 has changed then the this criteria is true. You should leave the third option blank.
  • NOT Changed:  Result is if Option 1 has not changed then the this criteria is true. You should leave the third option blank.

Note: Because the comparison operators change based on what you selected in the first drop-down field, the following list will help you to know what comparison operators to expect based on your selection.

• Global Default
  • Linked Status
    • Linked To: Used to determine if the current module records are linked to another module (in some way).
    • NOT Linked To: Used to determine if the current module records are NOT linked to another module.
  • Converted Status
    • Converted From: Used to determine if the current module records were converted from another module.
    • NOT Converted From: Used to determine if the current module records were NOT converted from another module.
  • Data Type: 
    • TEXT
      • Equal – Result is exactly equal to the search term (for example, searching for ‘Dave’ will return ‘Dave’ but not ‘Daveson’)
      • Not Equal – Result is not the search term (for example, searching for things not equal to ‘Dave’ will not return ‘Dave’ but it will still return ‘Daveson’)
      • Contains – Result is equal to or contains the search term (for example, searching for ‘Dave’ will return ‘Dave’ as well as ‘Daveson’)
      • Not Contains – Result doesn’t contain the search term (for example, searching for things not containing ‘Dave’ will not return ‘Dave’ or ‘Daveson’)
      • Starts With – Only returns results that start with the search term (for example, searching for ‘Dave’ will return ‘Dave’ and ‘Daveson’ but not ‘McDave’)
    • SELECT (DROPDOWN), USER
      • Equal
      • Not Equal
    • DATE, DATETIME, TIME
      • Equal
      • Not Equal
      • After
      • Before
        
        
        
• The third field options change based on what the field type is. The following list will help you know what to expect here.
  
  

• Global Default:
  • Linked Status: List of all your data modules with a tool to select a specific record (from the selected data module).
  • User Input: Text field which will accept Field Syntax.
  • Converted Status: The third field will be a drop-down containing all of your data modules.
  • Data Type:
    • SELECT (DROPDOWN), USER:  The third field will be a drop-down field.
    • TEXT:  The third field will be a text box.
    • DATE, DATETIME, TIME:   The third field will be a DATE field

Note: When filling in your date, you can use an actual date (mm/dd/yyyy), or you can use the keywords 'Today' and 'Week" (Sun-Sat) - as shown below. You can also use +/- modifiers.

Yesterday: Today -1
Tomorrow: Today+1
This Week: Week
Next Week: Week+1
Now: Now

Note: In some cases you can use Field Syntax in the third option. Also, leaving the third option blank can be helpful for showing records where the field is blank.

Example 1: Option 1 | EQUAL | [Field: first_name]
Example 2: Option 1 | EQUAL |            <-blank.

The last item dealing with the new criteria will be a delete link that will allow you to delete the criteria you just created.