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Add or Edit Filter

Use this dialog box to create or edit a filter.

Name

The name of the filter.

Filtering criteria

Create the criteria you will use to filter the window.

  • Select a column

    The column used in the criterion, for example, Agent Type. The columns that are available change depending on the window you are filtering.

  • Condition

    The condition used in the criterion, for example, doesn't equal. The conditions that are available change depending on the column you select.

  • Values

    The value used in the criterion. The values that are available change depending on the column and condition you select. For example, if you select is between as the condition, two values fields are available.

  • Replace

    This button replaces a criterion in the Selected criteria box with the criterion you created. In the Selected criteria box, click the criterion you want to replace, and then click Replace.

  • Add to List

    This button adds the criterion you created to the Selected criteria box.

  • Selected criteria

    This is the list of all of the criteria you will use to filter the window.

  • Remove

    This button removes a criterion from the Selected criteria box. In the Selected criteria box, click the criterion you want to remove, and then click Remove.

  • Match rows that container ALL of the criteria

    This is the option to create an "and" relationship between all of the criteria in the Selected criteria box.

  • Match rows that contain at least one of the criteria

    This is the option to create an "or" relationship between all of the criteria in the Selected criteria box.