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Register Views - Filters

From the Filters tab of the Register Views dialog box, you can create simple or compound filter statements.

A filter statement is a rule which Proliance uses to determine which documents to display in the register. The decision whether to display a document is based on whether selected information from the document meets the specified conditions.

For example, a simple filter statement for contracts might specify that Proliance should only display documents that do not contain the word "conglomerate".

Note: In a filter, each document information label is known as a field.

You can edit the following information on this tab:

• The Field:The piece of document information that the filter is acting upon.
• With the Condition:Describes the relationship between the Field and the Value that must be true for the filter to display the document.
• With the Value:The value that Proliance will check against the condition. Depending on the Field you selected, you may have to type a value or select one from a drop-down list of predefined options.
• Optional Operator:The operators AND, OR, and NO OPERATOR indicate the relationship between the simple filter statements that comprise a compound filter statement. A statement's operator applies to itself and the statement directly below it.

  Important: In a compound filter statement, the last operator must be NO OPERATOR.

For more information, see "Filter Values, Conditions and Operators".