Filtering Tips

Each document information label in a filter is known as a field. The type of information that a field contains determines which values and conditions are available for use in a filter statement.

There are two types of filter statement:

ClosedSimple filter statement:

A simple filter statement acts on a single field from each document.

For example, a simple filter statement for contracts might specify that Proliance should only display documents that have been created on or after May 25th, 2003.

Filter statement example.

ClosedCompound filter statement:

A compound filter statement is composed of two or more simple filter statements, combined through the use of operators.

For example, a compound filter statement for RFIs might specify that Proliance should only display Active documents for which the Answer Sent Date is not tomorrow OR which are in the Draft state.

Filter statement with operators example.