Change the default filter
To change the default filter for a recipient list, click the Profiles and Targets > Pre-defined filters node of the tree.
For all other types of data, configure the default filter via the Administration > Configuration > Predefined filters node.
Apply the following steps:
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Select the filter you want to be used by default.
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Click the Parameters tab and select Default filter for the associated document type.
CAUTION
If a default filter is already applied to the list, you need to disable it before applying a new filter. To do this, click the red cross to the right of the filtering fields. -
Click Save to apply the filter.
NOTE
The filter definition window is detailed in Create an advanced filter and Save a filter.
Create a simple filter
To create a simple filter, apply the following steps:
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Right-click the field you want to filter and select Filter on this field.
The default filter fields are displayed above the list.
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Select the filter option from the drop-down list, or enter the filter criteria to apply (the method for selecting or entering criteria depends on the type of field: text, enumerated, etc.).
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To activate the filter, press Enter on the keyboard, or click the green arrow to the right of the filter fields.
If the field on which you want to filter the data is not displayed in the form of the profile, you can add it in the columns displayed, then filter on that column. To do this,
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Click the Configure the list icon.
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Select the column to be displayed, for example the age of the recipients.
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Right-click the Age column in the recipient list, and select Filter on this column.
You can then select the age filtering options.
Create an advanced filter
To create an advanced filter, apply the following steps:
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Click the Filters button and select Advanced filter….
You can also right-click the list of data to filter and select Advanced filter….
The filtering condition definition window is displayed.
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Click the Expression column to define the input value.
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Click Edit expression to select the field to which the filter will be applied.
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From the list, select the field on which data will be filtered. Click Finish to confirm.
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Click the Operator column and select the operator to be applied from the drop-down list.
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Select an expected value from the Value column. You can combine several filters to refine your query. To add a filter condition, click Add.
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You can assign a hierarchy to the expressions or change the order of the query expressions using the toolbar arrows.
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The default operator between expressions is And, but you can change this by clicking the field. You can select an Or operator.
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Click OK to confirm filter creation and apply it to the list.
The filter applied is displayed above the list.
To edit or modify this filter, click its label.
To cancel this filter, click the Remove this filter icon to the right of the filter.
You can save an advanced filter to keep it for future use. For further information about this type of filter, see Save a filter.
Create an advanced filter with functions
Advanced filters can use functions; filters with functions are created via an expression editor that lets you create formulas using the database data and advanced functions. To create a filter with functions, repeat advanced filter creation steps 1, 2 and 3, then proceed as follows:
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In the field selection window, click Advanced selection.
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Select the type of formula to be used: aggregate, existing user filter or expression.
The following options are available:
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Field only to select a field. This is the default mode.
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Aggregate to select the aggregate formula to be used (counts, sum, average, maximum, minimum).
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User filter to select one of the existing user filters. User filters are detailed in Save a filter.
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Expression to access the expressions editor.
The expression editor lets you define an advanced filter. It looks like this:
It lets you select fields in the database tables and attach advanced functions to them: Select the function to use in the List of functions. The functions available are detailed in List of functions. Next, select the field or fields concerned by the functions and click OK to approve the expression.
NOTE
For an example of filter creation based on an expression, refer to this section.
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Save a filter
Filters are specific to each operator and are re-initialized each time the operator clears the cache of their client console.
You can create an application filter by saving an advanced filter: it can be re-used by right-clicking in any list or via the Filters button located above the lists.
These filters can also be accessed directly via the delivery assistant, in the target selection stage (refer to this section for more on creating deliveries). To create the application filter, you can:
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Convert an advanced filter to an application filter. To do this, click Save before closing the advanced filter editor.
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Create this application filter via the Administration > Configuration > Predefined filters (or Profiles and targets > Predefined filters for recipients) node of the tree. To do this, right-click the list of filters, and select New…. The procedure is the same as for creating advanced filters.
The Label field enables you to name this filter. This name will appear in the combo box of the Filters… button.
You can delete all filters on the current list by right-clicking and selecting No filter or via the Filters icon located above the list.
You can combine filters by clicking the Filters button and using the And… menu.