Attribute to use for filtering

Select the type of filter criterion that you want to create:

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Attribute – The objects will be filtered using the value of an attribute owned by either the base class or a related class. For example, when filtering assets, you can use the Asset class’s Classification attribute. Most filter criteria are based on an attribute.

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Relationship – The objects will be filtered using the value of a relationship from the base class to another selected class. For example, when filtering assets, you can use the Asset class’ relationship to the Asset Type class.

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Attribute to use for filtering

The attribute that you want to use to filter the data. Select the appropriate attribute from the list. This setting is only applicable to criteria that are based on an attribute.

For example, if you are filtering a group of work order tasks, you might select the Task status attribute. You can then select one of the task statuses (for example, Planned) as the value to filter on.

The list contains only eligible attributes that are owned directly by the specified class. This means that the following types of attributes are excluded:

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Binary objects

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Html texts

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Icons

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Variable length strings

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Variants

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Type of value to use

Select the type of value that you will use to select the objects:

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Fixed: Select this option to filter a group of items based on a specific value that you enter.

For example, if you are filtering a group of assets to list only maintainable assets, you would select the Asset class’s Classification attribute, and set Maintainable as the fixed value.

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Variable: Select this option to filter a group of objects using a relative value. The value used in the filter is only determined at the time the filter is used by looking up the current value of the selected attribute or relationship. You can use any attribute or relationship that can be reached through a join path starting from the Site class. A specific value cannot be selected.

For example, to select work requests created by the employee currently logged in, you would base the filter on the Created by attribute, and select Enterprise.CurrentEmployee.EmployeeName as the variable value. The requests will then be filtered based on the name of the employee who is currently using the filter.

Condition

The condition the objects must meet in order to be included in the filtered group.

For example, if you are filtering using the attribute Task status, you could select the condition ‘Is’ and the value ‘Planned’. This would include only work order tasks that have the status ‘Planned’ in the filtered group. If you select the condition ‘Is not’, only work order tasks that are not ‘Planned’ will be included in the group.

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Value

The value of the attribute that will be used to filter the objects in the group.

Select the attribute that contains the value to be used for the variable filter, for example, the EmployeeName attribute. This box does not apply to fixed filter criteria.

The list contains attributes that are owned directly by the specified class. However, it only includes attributes that are of the same type as the attribute identified in the Attribute to use for filtering box. For example, if the attribute to filter by is a string, then only string attributes appear in this list. Similarly, if the attribute to filter by is a date, then only date attributes are available.

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Logical group

If you are grouping criteria in order to use “and/or” logic, enter the number of the group for this criterion.

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