I have created a custom-filter filtering the 'Client' heading and I have set 4 criteria conditions to only include 4 clients.  Instead of displaying the filtered data the grid comes up empty.

Here is my setup:

Service Navigation Pane>Service Workorders

Column 1 - Client - Custom Filter

Column 2 - Work Order Status  - Filtered by 'Ready for Invoicing'

Client Custom Filter - 'And Conditions'

4 Items used for Criteria -

1. Operator = Contains, Operand = Airline Company (HQ)

2. Operator = Contains, Operand = Atlanta Branch

3. Operator = Contains, Operand = Memphis Branch

4. Operator = Contains, Operand = Dave Smith

If I use the only a single 'Operator' with any of these Operands the correct data displays in the grid.

I have also tried using '* Like' for the Operator.  Again, this works fine using a single Operator but as soon as I add another Operator the grid is devoid of data.

What I am trying to do is display in the grid is a list of 'Ready for Invoicing' for a company (HQ), all of HQ's branches, and the company's  'Key' employees that HQ pays us to perform their service work.

I am probably going about this all wrong so you know of an easier way to get this info please let me know.

Thanks,

Bob

When using multiple operands where you want to display a specific operand or another operand or another - use the Or Conditions

And use the = Equal to Operator as this identifies exactly what specific client you want

So in essense, what you are doing is giving a query that says "if client is specifically Airline Company (HQ) or specifically  Atlanta Branch or specifically Memphis Branch  or specifically Dave Smith - than display them"

For example:

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com

Thank you!