Filters and Filter Logic
Filters evaluate fields and return True or False values according to defined logical expressions. Filters can be used to restrict or narrow information. For example, a Filter can be applied to a database to restrict the records retrieved when viewed by a specific user.
Filters are supported in the following components of the portal:
- List Views
- Global Filters
- Automation Filter Criteria
Filter operators and field value lookups
Filter operators:
The operators identifies how to filter the data. Magentrix supports the following Filter Operators:
| Filter Operator | Description |
|---|
| Equals | For exact match of the specified value. |
| Not Equal | For results that do not match value. |
| Greater Than | For numeric results that exceed the specified numeric value. |
| Less Than | For numeric results that are less than the specified numeric value. |
| Less or Equal | For numeric results that are less than or equal to the specified numeric value. |
| Greater or Equal | For numeric results that are greater than or equal to the specified numeric value. |
| Contains | For results that contain your specified string value. |
| Does Not contain | For results that do not contain your specified string value. |
| Starts With | For results that start with the specified value. |
| Does Not Start With | For results that do not start with the specified value. |
| Includes | Only available for Multi-Select Picklists. For results that contain any or all of the specified values. |
| Excludes | Only available for Multi-Select Picklists. For results that do not contain any or all of the specified values. |
Field types with value lookups:
The following Field Types possess Value Lookups that can be used to configure filters:
Picklist Field
Values are defined by the Entity. Use commas or semicolons to separate multiple values. Commas denote "and" and semicolons denote "or".
Multi-Select Picklist Field
Values are defined by the Entity. The Includes and Excludes operators are available for Multi-Select Picklists.
Global Picklist Field
A Global Picklist Field is a type of Picklist Field that possesses a set of predefined values. There are several types of Global Picklist Fields, each have their own set of values.
The types of Global Filter Picklists include:
- Currency
- Country
- Timezone
- Language
- Locale
- Show Event As
Date Field and DateTime Field
Enter Date or DateTime Value according to your Locale Settings. You can also use the following Lookup Values:
- TODAY
- YESTERDAY
- TOMORROW
- THIS MONTH
- LAST MONTH
- NEXT MONTH
- THIS FISCAL YEAR
- LAST FISCAL YEAR
- NEXT FISCAL YEAR
- THIS YEAR
- LAST YEAR
- NEXT YEAR
- LAST # DAYS
- LAST # MONTHS
- LAST # YEARS
- NEXT # DAYS
- NEXT # MONTHS
- NEXT # YEARS
Where # is the desired number of periods of time.
Filter logic
Users can apply multiple Filters to further specify the output or create exceptions in the platform. When using multiple Filters, users must define Filter Logic — instructions that dictate how and in what order multiple Filters evaluate inputs.
The Magentrix platform supports the following logical connectors:
- AND — If both expressions evaluate to True, returns True; if either or both of the expressions evaluates to False, returns False
- OR — If either of the expressions evaluate to True, returns True; if both expressions evaluate to False, returns False
- () — Parentheses are used to group and combine expressions
The NOT logical connector is not directly supported by the Magentrix platform; the operators available in the Magentrix platform include NOT variations (e.g. the Does Not Contain operator is the equivalent of a NOT Contains expression).
Examples
Filters
- Text Field | Contains | "ideas"
- This filter specifies for records that contain the string "ideas". Assuming the value of Example Text Field for Record 1 is "ideas", Record 2 is "Bobby's thoughts", and Record 3 is "my Ideas", only Records 1 and 3 will be returned.
- Number Field | Greater or equal | "5"
- This filter specifies for records with values greater than or equal to 5 in the Example Number Field. Assuming the value of Example Number Field for Record X is "4", Record Y is "5", and Record Z is "6", only Records Y and Z will be returned.
- Date or DateTime Field | Equals | Last "3" Years
- Depending on the Date or DateTime field, this filter specifies for records from the last 3 years. Assuming the value of the Date or DateTime Field for Record A is from 3 years ago, Record B is from 5 days ago, and Record C is from 12 years ago, only Records A and B will be returned.
Filter logic
- (1 OR 2) AND 3
- This filter specifies that the record must return True for Filter 3 and for at least one of Filters 1 and 2.
- (1 AND 2) OR (3 AND 4)
- This filter specifies that the record must return true for both Filters 1 and 2 or for both Filters 3 and 4.
<< Standard Merge Fields List | Filters and Filter Logic Example >>