Filter Values, Conditions, and Operators

Filter statements act on document fields. The values and conditions available when you create a filter statement vary according to the type of field that you are working with. For some types of fields, Proliance provides a predefined list of values to choose from. For others, you must type in a value yourself. Operators remain the same regardless of the field type.

Field Type Values Conditions

Dates

Field examples:

  • Creation Date
  • Start Date

The Exact Date, Yesterday, Today, Tomorrow, Last Week, This Week, Next Week, Last Month, This Month, Next Month

If you selected 'The Exact Date', you must also specify a date.

  • Is
  • Is Not
  • Is On or After
  • Is On or Before
  • Is Any Date
  • Does Not Exist

Workflow states

Field examples:

  • Current State
  • Change Status On Completion

Predefined. Workflow states vary according to the type of document.

  • Is
  • Is Not
  • Does not Exist

Text information (including both numbers and letters

Field examples:

  • Title
  • Description
  • Package Type

You type the value.

  • Is
  • Is Not
  • Must Contain
  • Must Not Contain
  • Is Empty
  • Is Not empty

Number and currency information

Field examples:

  • Step Number
  • This Invoice New Payable Amt
  • Accepted Count

You type the value.

  • Is Equal To
  • Is Not Equal To
  • Is Greater Than
  • Is Equal To Or Greater Than
  • Is Less Than
  • Is Equal To Or Less Than
  • Is Equal To Null

The operators are AND, OR, and NO OPERATOR. The operators specify the logical relationship between two parts of a compound filter statement.