Easy Build Filter

Starting with the Easy Build at Yes the next steps are the same for either method. They are:

Key:

Options:

What happens:

F6

Add New Filter

The Filter Header screen will appear, once the Filter is finished it will be saved on the Select/Maintain Filters list so that you can run it whenever you like.

OR

    

F7

Add then Run

The Filter Header screen will appear, once the Filter is finished it will be saved on the Select/Maintain Filers list and it will also be run immediately.

Filter Header Screen: This screen is used to Add a New Easy Build Filter. This method of adding a new filter is restricted to only two prompts, Filter ID and Description. You will have NO choice for any of the other values.

Filter Header

Filter ID:

  _____________

    

Description:

  _____________________________________

  

Files Used:

  1

1=Contact, 2=Activity, 3=Contact/Activity 4=Contact/Contact, 5=Activity/Activity

Focus File:

  1

1=Contact, 2=Activity

  

Filter Type:

  D

D=Dynamic, S=Static, U=Unique

Filter Owner:

  userID

    

Security Class:

  U

U=Unsecured, S=Secured

Last Used
     

Date
     

Time
     

User
     

Count

When you press enter the Filter Maintenance - Easy Build screen will be displayed. You are restricted to Contact data fields and you must choose a data layout. If you want to use the Activity file for your Filter or any combination of the Contact and Activity Files you will need to use the Expert Method of adding a new filter. If you wish to secure your filter you will need to use Expert Build as well.

 

Filter Maintenance - Easy Build

  

Filter ID: ________

Description: ________________________________

Data Layout: ___
         

Selection Fields:

        
         

1st Field ___

    

Compare Type: ___

Upper Case? ___
     

  _______________________
     

  _______________________
     

    _______________________
     

  _______________________

2nd Field ___

    

Compare Type: ___

Upper Case? ___
     

  _______________________
     

  _______________________
     

  _______________________
     

  _______________________

3rd Field ___

    

Compare Type: ___

Upper Case? ___
     

  _______________________
     

  _______________________
     

  _______________________
     

  _______________________
         

F3=Exit

F4=Prompt

F7=Header.........F11=Filter Sequence

F12=Cancel

The following Easy Build Filter example is looking for all company contact records in California. The criteria is the data in the STA (State) field found on data layout one. The data in the field is all upper case. You would therefore use these steps to add your Filter:

  1. Data Layout: Key 1 (for data layout one)

  2. 1st Field: Key STA (for the appropriate field representing State in your database. If you do not know the field ID (name) than use F4 to display your database design with field ID's. Position your cursor to the exact field and Press Enter (note when you use the prompts the values are in lower case. In Easy Build Filters lower or upper case for the field ID is of no consequence.

  3. Compare Type: Key EQ (equals). If you do not know the compare types than use F4 to display a listbox of the values available. Position your cursor on the compare value desired and Press Enter (note when you use the prompts the values are in lower case. *n Easy Build Filters lower or upper case for the compare type is of no consequence.

  4. Upper Case?: Key Y for Yes.

  5. On the 1st line under Compare Type: Key CA for California. The data in the database is maintained in upper case and each State is abbreviated using Postal Codes for that State. You want the Filter criteria of CA to be converted to upper case for the search.

You have now finished your Easy Build Filter and when you Press Enter the program will place apostrophes around the data typed on the 1st line under the Compare Type, or "CA". Press Enter again to save the changes to the new Easy Build Filter. If you added the Filter using F6 the Filter will be saved on the Select/Maintain Filters list and will need to use an option 1 next to the Filter ID (Press Enter) to run it. If you added the Filter using F7, the Filter will be saved on the Select/Maintain Filters list and it will run immediately.

An active filter changes the sequence and view so that you can move forward (F) and backward (B) through all the company contact records (data layout one) that are in the State of California. The Filter ID (name) appears in the top bar on the contact record screen just to the right of Sequence. The Filtered group of California records is displayed alphabetically by PID. With an active Filter the F4 list function also changes so that the list is based only on the contact records that match the criteria of the Filter, in this case, all company contact records in the State of California. You can take a look at the statistics screen to see how many contact records are in your active filter.

Function Keys:

Key:

What happens:

F4

A list of existing filters is displayed

F7

The Filter Header screen is displayed

F11

The Filter Sequence screen is displayed, select sequence fields, using number 1 through 4 (up to 4 fields maximum) maybe defined.

Additional System Function Keys:

Key:

What happens:

F3

Exits out of your current procedure. Exits out of ActionWare when you are viewing the contact record screen

F12

Cancels the current procedure and returns you to the previous screen