Need help creating a custom filter

AyaNova 7 (legacy version) Grids
1

Hi Joyce,

I have created a custom-filter filteringthe ‘Client’ heading and I have set4 criteria conditions toonly include 4 clients.Instead of displaying the filtered data the gridcomes 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 = MemphisBranch

  4. Operator = Contains, Operand = Dave Smith

If I use the only a single’Operator’ with any of theseOperandsthecorrect data displays in the grid.

Ihave also tried using’* Like’ for the Operator. Again, thisworksfine usinga single Operatorbut 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 alistof ‘Ready for Invoicing’ for a company (HQ), all of HQ’sbranches, andthe company’s 'Key’employees that HQ pays us to performtheir servicework.

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

Thanks,

Bob

2

Hi 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 specificallyMemphis Branch or specifically Dave Smith - than display them”

For example:

  • Joyce
3

Works like a charm.

Thank you!