The various Workbenches in the system ([Companies], [Contacts], [Candidates] and [Vacancies]) have been made more powerful by the addition of enhanced filters.
Contents (Click an Item to Jump to that section)
Using Data Fields in an Enhanced Filters
Examples of Custom Filter Definitions
How to Use Enhanced Filters
Step 1
At the top of each of these workbenches is a new search field labelled Filter (and showing a small funnel icon). Hovering over the funnel icon will display a 'hover tip' explaining the facility.
Clicking in the field will open an 'advanced' window, where users can specify up to 10 criteria. These criteria can be combined using the Logic Line
Step 2
When the Enhanced filter screen opens, you can start to construct your query.
You can create up to 10 rows telling the system what you want to look for, and then use the Logic Line to tell the system how to combine those rows.
Use the What column to choose what you want to check, e.g. Birthday
Use the Rel column to tell the system how to look (e.g. EQ - Equals, GE - Greater than or Equal, LE Less than or equal, etc.)
Use the Logic column to say how to combine multiple values (AND/OR)
Finally use the Logic Line at the bottom to tell the system how to combine the 10 rows above.
The Logic Line can be used to combine up-to 10 criteria from the lines above use & for and / for
EXAMPLE 1
BTYP Business Type EQ OR LEGL MED GOV
CRDT Creation Date GE AND 01/01/2016
Logic Line: [ 1 & 2 ]
This tells the system that the "Bus Type" must be LEGL or MED or GOV that the "Creation Date " must be on or after 01/01/2016
EXAMPLE 2
In the example above, the system is looking for candidates where their Birthday is between 1st April and 30th April and where their 'First Booked' date is before 20th June 2018
You can see that the criteria have been combined in the Logic Line as 1&2&3 meaning that all three criteria must be fulfilled for a record to be selected.
From Version 1.00.21.077 (or later)
When choosing a Date type field as part of the enhanced filter, you can select a RANGE instead of a specific date.
(e.g. This Week, Next Week, Today, This Month, etc.)
Using DATA Fields in an Enhanced filter
When using the Enhanced filter the What column contains a predefined list of common fields you may want to use. If the field you want to search for is not in that list, then you can select DATA
You can then use the first 'Value' column to select an actual field from the table, and then Values (2-5) are used to specify the comparison values to be used.
EXAMPLE
In this instance
Row 1: Uses the DATA column and looks at the field CAND_PASS_TYPE (Passport)
Row 2: Uses the DATA column and looks at the field CAND_UTR (UTR Number)
The Logic Line combines these as Row1 AND Row2
The system will select any record where the PASSPORT TYPE is Canadian (CAN) New Zealand (NZ) European (EU) where the UTR No. for the candidate contains "TX"
Additional Information
The fields/Tables available when using the DATA type selection will vary depending on the workbench from which the Enhanced Filter was called.
For example, clicking the 'Filter' criteria from the [Candidates] workbench will give access to fields from the Candidate, Contact, Company, Company Trade Details and Policy Manager tables.
Whereas choosing 'Filter' from the [Matches] workbench will give access to a much wider range of tables, including, Vacancy, Site, Contact, Company, Match, Placement and Company Trade Details files.
In essence the DATA field allows access to any objects involved in the build of the chosen workbench.
Custom filters
From release 1.00.18.319 or later, it is now possible for users to create their own custom filters to be used on the workbench.
These filters can contain complex criteria from any field within the main data tables for the workbench and can be applied to the results with a single click.
| NB: Any filters created using the "VIEW" user will be shared and will be usable all database users. |
Example:
In the example below a custom filter has been defined to find any candidate with a birthday in November (01-Nov to 30-Nov), and has been applied to the workbench results.
How to create a custom filter
To create a custom filter, go to the relevant workbench ( [Candidates], [Contacts], [Vacancies], etc) and click on the Filter criteria, then click the [... ] button.
When the Enhanced filter screen opens, create your query. You can create up-to 10 elements of the query and use the Logic Line to combine them into a single query.
To save the query as a Custom Filter simply give the query a name using the Filter Name field at the bottom of the screen, and then press the small icon to save it as a custom filter.
Using a Custom Filter
The newly created filter will appear in the Filters section to the left of the workbench.
To apply one or more filters simply select them and then press [Go] or [Refresh] at the bottom of the workbench. Selected filters are indicated with a tick.
| Note: If you have selected more than one filter, then both filters are applied using logic. For example candidate need to have a November birthday an address in Kent, Surrey or Sussex. |
Examples of Custom Filter Definitions
Filter definition to select candidates based upon their birthday
Shared Filters
It is possible to create shared filters which will be available to all users of the system in the Shared Filters section. These are created by logging in as the 'VIEW' user and creating a customer filter in the normal way.
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Shared filter are used and applied in the same way as individual custom filters.
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