Local Custom Filter

Local Custom Filter is an extra handy filter tool provided by Projetex 2006. You can use it to search for Clients or Projects which correspond to particular conditions.

For example, you can construct the filter to display only Projects of the particular Client Project Manager which are due today.

Local Custom Filter is available in the bottom part of the Projetex 2006 interface when you are switched to the Main page of the Client or Project window:

To create a filter

1. Click Edit button. The Edit Filter dialog box will appear, in which you can specify a criterion for search.

2. Click on the "<Click here to add condition>" string or click Add button to add a new condition line.

3. Click on the "Name" string to select the property for setting conditions at. The set of available properties differs for each window (Client or Project). On the following screenshot Local Custom Filter for the Project related records is displayed:

Note: Custom fields are available in these lists as well.

4. Click on "contains" string to select the type of condition expression:

5. Click on the "<?>" string to set the value of the condition expression for the selected property. Click the green arrow pictogram to apply selection or the red pictogram next to it to cancel the selection.

The view of the pop-up window displayed for setting value of the condition expression depends on the property, it can be either calculator (as on the screenshot below) or text field.

Note: To filter by property which has two possible values: "Yes" or "No" please select "is equal to" "0" to display records which has "No" value of this property and select "is equal to" "1" to display records which has "Yes" value of this property.

To delete a condition line select it and click Delete button in the right part of the Edit Filter window;
to clear all added condition lines click Clear button in the right part of the Edit Filter window:

6. After specifying all necessary conditions, you can click OK to switch on the filter or click Save button on the right first to save this set of conditions (so that you will not need to recreate it next time you want to select the item basing on such conditions).

When the filter is switched on only records corresponding to the conditions of the filter are displayed.

Example:

Here is the list of Projects when no filter is switched on:

We created the following simple filter:

When we switch on this filter, only Projects, whose Name starts with "A" /"a" will be displayed:

To switch off the filter click Off button:

To switch on the last used filter (no matter if it was saved or no) click Recent button:

To open earlier saved filter click Edit button and then Open button of the Edit Filter window:

See Also: Global Date Filter