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Filter edition

In this chapter, the generic term Report is used to refer both to Reports and Design rules. These two report types are based on the same features and are managed in the same way.

 

Filters allow you to do an extraction in the report data, for example, to display the manufacturer part of a specific manufacturer or the drawing list of a specific book.

 

Report management: Edit filter

Design rule management: Edit filter

Report configuration editor > Filters: Properties

Report configuration editor > Filters: Add

Report configuration editor > Filters: Duplicate

 

The Filter edition dialog box allows you to manage the report filter. The lower part of the dialog box displays the condition string as it could be used in an SQL query, in the "WHERE" clause.

Properties

Name: Enter the filter name. This name must be unique in the report.

Description: Enter a description in all languages managed in the software. Click the [+] button to select the languages.

Conditions

This tab groups all elements used to create the filter. It is based on the Condition strings that you can group. A Condition is constituted with a database Field, an Operator, and a Value.

 

When you create a condition, you must select in the Available fields list a database field in which you can associate a value. For example in a Bill of material, you can create a condition on the Manufacturer field and ABB as value. The Bill of material will display only the manufacturer parts of the ABB manufacturer.

 

Add: Allows you to add a new condition.

Delete: Deletes the selected condition.

Group conditions: Select two or more conditions and click this icon to group conditions.

Ungroup conditions: Ungroups the selected condition group.

Up / Down: Allows to sort the conditions and the condition groups.

Associate: Allows to associate the selected field with the selected condition.

 

Type: Displays the type of condition (Condition or condition group).

Separator: The separator is used to cumulate conditions. You can select And or Or separators.

Field: Select in the Available fields list the field to use for the condition and click on Associate icon.

Operator: Select in the list, the operator to use. The operator = (equal) and != (different) can be used in string fields but the other operators, only in numeric fields.

Value: Lists all the values found in the selected field. Select the value you want.

Group and Ungroup conditions

It's important to group conditions. A condition group is evaluated first and has priority action over a simple condition.

In this example:

((bom_manufacturer = 'Legrand') OR (bom_manufacturer = 'Entrelec')) AND (bom_value1 = '160A')

The group is represented by a double parenthesis ((XXX...XXX)). The report will search all the Legrand or Entrelec manufacturer parts and after that, it will extract from the results of this search, all manufacturer parts that the Value1 is equal to 160A.

If you don't use groups, you have this string:

(bom_manufacturer = 'Legrand') OR (bom_manufacturer = 'Entrelec') AND (bom_value1 = '160A')

Conditions are not grouped and the result will be the list of all Legrand or Entrelec manufacturer parts and all manufacturer parts that have the Value1 equal to 160A in all other manufacturers.

 

The arrows "UP/Down" allows you to manage the condition or condition group order.



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