Filter Expressions
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Revision as of 18:45, 10 June 2011 by imported>Aeric (→Building Filter Expressions)
Filter Expressions are complex queries that are built with a combination of Fields, Operators and Values. Filter Expressions are used to evaluate a group of records and return the records that meet the specified criteria. The filter is created by building an expression that defines some criteria.
Eligible Fields
These fields are available for use in Filter Expressions:
- Fields in the object.
Specify the fieldName. The value for the field comes from the current record. - Tags (Available in most Report Categories, via the Filter by Field Value section)
- Workflow-related fields (Owner, State, State Change Date)
- Rollup Summary Fields
- Fields in the object.
Building Filter Expressions
Components of a filter expression are: <FIELD_NAME> <OPERATOR> <VALUE> <LOGICAL OPERATOR>
- FIELD_NAME
- The name of the Field or Computed Field to use in creating a filter
- OPERATOR
- The following operators are available in a filter expression:
Operator Description equals Returns only records with the specified value not equal to Returns only records that do not include the specified value less than Returns only records that are less than the specified value less than equals Returns only records that are less than or equal to the specified value greater than Returns only records that are more than the specified value greater than equals Returns only records that are more than or equal to the specified value contains Returns only records that contain the specified value not contains Returns only records that do not contain the specified value starts with Returns only records that start with the specified value ends with Returns only records that end with the specified value
- FIELD_VALUE
- The search value; a value can be either a string, a date, a number
- Follow these guidelines when specifying values:
- The value can be partial text or whole words
- Enclose strings and datetime values in 'single quotes'
- To include multiple values for a field, separate each value using the pipe symbol (|)
- To find values that are empty or nonexistent, type the BLANK keyword for the value
- To specify date values, use the Date Format as specified in Company Information
- To search for a blank (empty) field, use a field value of BLANK
- Examples:
- String: 'Paper 123'
- Date: '06/06/2007'
- Numeric Value: 9383
- BLANK
- LOGICAL OPERATOR
- ====LOGICAL_OPERATOR====
- Logical operators can be used to build more complex expressions.
- The logical operators are:
- AND
- OR
- Considerations
-
- Two subexpressions joined by a logical operator form a logical expression.
- Logical expressions resolve to a Boolean value: 1/0 or TRUE/FALSE.
- Use parentheses--()--to group expressions logically and to join multiple expressions.
- Parentheses are used in pairs; each open parenthesis "(" requires a closing parenthesis ")".
- For example:
- ((<expression1> AND <expression2>) OR (<expression3> AND <expression_4>))
- Learn more: Using Boolean Operators and Parentheses
For examples, see: Using Logical Operators and Parentheses