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How do I filter a case information display so that it only shows the information I need?

You can filter case information displays by Area/Zone/Owner and/or by applying a custom filter (called Advanced Filtering).

Area/Zone/Owner Filters

To hide all records assigned to a particular area, zone, or owner:

  • Click the Area/Zone/Owner filters button   on the case information toolbar or select Case Information >> Area/Zone/Owner Filters from the main menu. The resulting dialog has three tabs labeled Areas, Zones, and Owners.  The controls on each are the same.
  • Toggle the Shown field to “NO” for the desired area, zone, or owner.  (Note:  You can toggle all to NO or YES by right-clicking on the display and selecting Toggle all NO/YES from the resulting local menu.)
  • Close the dialog and note that only the records belonging to areas/zones/owners whose Shown field is “YES” are displayed on Case Information displays.
  • If the title of the Case Info Display says “(ignore Area/Zone/Owner filter)” you can activate the filter by clicking the Use Area/Zone/Owner Filters button  on the Case Info toolbar.
  • If the title of the Case Info Display says “(filtered)” but it does not appear that the display is actually being filtered, right-click on the current case info display and select Refresh Display from the local menu.

Advanced Filtering 

To filter a case information display further than Area/Zone/Owner filters allow, right-click on the display and select Advanced Filter from the resulting local menu.  This brings up the Advanced Filters Dialog, which allows you to custom filter the information in the display. Advanced Filters are stored with your Power System Case.

To create an Advanced Filter you must specify the following things:

Filter Name – A string that describes your filter so that you can call it up from other forms in the future.

Condition 1, Condition2, etc… -Describes the conditions of your filter. To define a condition

  • Specify the field you are filtering. By default, the fields in the drop-down list are limited to the fields presently shown as columns in the display. If you wish to choose from a list of all fields for the object, change the radio button setting to Show All Fields.
  • Specify the comparison operation such as “between” or “greater than”.
  • Specify the values the field is compared to. Depending on the comparison operation, either one or two values are needed.
  • Select ABS to use the absolute value of the field value in the comparison operation.
  • To add or delete conditions click  the Add >> or Delete… button.

Note: The comparison operation “within integer range list” uses the same format as described in Entering a Range of Numbers.  See the help files included with your software for more information.

Logical Comparison – The following describes how the Filter uses the Conditions which are specified

  • AND means that all conditions should be true
  • Not AND is the opposite of AND (i.e. any one of the conditions can be false)
  • OR means that any one of the conditions can be true
  • Not OR is the opposite of OR (i.e. all of the conditions must be false)
  • Important Note: once you choose a condition comparison type, that type is used for all conditions in the filter. Therefore if you wish to use the AND condition, all conditions you define will be applied using AND. There is a way to combine different conditions within the same filter. This is accomplished by allowing nested filters. In other words, one condition of a filter can be that another filter is met. To refer to one filter from within another, set the Field of the condition to the last item in the list, labeled “_UseAnotherFilter”. Then choose whether the condition is to meet the filter or Not meet the filter, then choose the filter (which must have been previously defined) from the drop down list of the third box, or by clicking the Find button.

Pre-Filter using Area/Zone Filters – When this box is checked, data is filtered first by the Area/Zone/Owner Filters and then by the Advanced Filter, therefore the data must meet both filters in order to be shown. When this box is unchecked, the Area/Zone/Owner Filters are ignored.

Enable Field to Field Comparisons – When this box is checked, it is possible to compare two fields. In order to do so, select Field and click on Find to select the second field to be compared.

A Case Information Display will have the phrase “(advanced filter)” in its caption if an Advanced Filter has been applied to it. To remove a filter from a Case Information Display, open the Advanced Filters Dialog and and click on Remove. Note that Remove does NOT delete the filter, but just stops using it to filter the data. You can always remove the filter temporarily and then come back into the Advanced Filters Dialog and reapply the filter. If you want to Delete a filter, you must bring it up in the Advanced Filters Dialog and click  Delete.

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July 3, 2012