Create a Custom Filter

Public

Updated September 27, 2022 11:12.

In your searches and reports, you may need to filter the information available in your perimeter. Fairways Guarantees provides default filters, available to all users, but you can also create your own filters, only available to you.

Navigate to Guarantees

Log in to Fairways Guarantees.
Navigate to Guarantees.

Create a Filter

Click Settings > Create Filter.

Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field	Description
Filter Name	Filter name.
Description	Details about the filter.
Filter Criteria	What the filter refines.

Click OK.

The new filter applies and displays in Custom Filters.

Configure Filter Criteria

Field	Description
And/Or	Relationship between criteria: And: Criteria are cumulative, the filtered list only displays items matching all criteria. Or: The filtered list displays items matching at least one of the criteria.
Item	Filter criteria type.
Operator	Defines how items and values match.
Value	Defines what matches or does not match the filter criteria.

Operator

Field	Description
is equal to	The item must match the custom string/amount entered.
is in	The item must match at least one of the selected values.
is in (directly or via a pool)	The item must match at least one of the selected values, or belong to a pool that matches at least one of the selected values.
is not in	The item must not match any of the selected value(s).
is not in (directly or via a pool)	The item must not match any of the selected value(s), nor belong to a pool that matches any of the selected values.
contains	The item must include the custom string entered.
does not contain	The item must exclude the custom string entered.
starts with	The item must start with the custom string entered.
with currency in	The item must match at least one of the selected currencies.
of type	The item must match at least one of the selected values.
is greater than or equal to	The item must be greater than or equal to the entered decimal value, e.g. greater than or equal to 1000.
is lower than or equal to	The item must be lower than or equal to the entered decimal value, e.g. lower than or equal to 1000.
is on	The item must occur on the selected date.
is earlier than	The item must occur before the selected date, e.g. earlier than 31/12/2018.
is later than	The item must occur after the selected date, e.g. later than 01/01/2018.
is between	The item must occur during the selected period, e.g. from 01/01/2018 to 31/12/2018.
is earlier than (reference code)	The item must occur before the selected time value, e.g. earlier than the start of the week.
is later than (reference code)	The item must occur after the selected time value, e.g. later than the end of the week.
is earlier than or equal to (reference code)	The item must only occur before or on the selected time value, e.g. at the start of the week or before.
is later than or equal to (reference code)	The item must only occur from the selected time value, e.g. at the end of the week or after.
is in last	The item must occur during the last selected time period, e.g. in the last 15 days.
is in next	The item must occur during the next selected time period, e.g. in the next 15 days.
is filled out	Yes: The item is associated with a value. No: The item is associated with no value.
is real	Yes: The item status is: Effective Releasing Closed No: The item status is: Requested Canceled Incomplete Rejected Controlled Accepted
is set to	Yes: The item is enabled. No: The item is disabled.

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