Filter Wizard - User Fields page
You use the Filter Wizard to create and edit the criteria of filters, which items must meet in order to be included in a filter. This page of the Filter Wizard appears if you have chosen to filter tasks by the information that is contained within the user-defined fields that are associated with them.
How to access the Filter Wizard
To access the Filter Wizard, click Insert or Edit within the Filter Properties dialog.
Explanation of the fields on the dialog
| Field | Description |
|---|---|
| Table name | Select the type of user-defined field you want to filter for, for example Task or Cost Allocation. The user-defined fields of the specified type appear in the field below. |
| Available user fields | Select the user-defined field on which you want to filter. |
| Amount | Enter an amount in order to filter the selected user-defined field according to whether the value it contains is equal to a particular amount. |
| Equality | Specify whether you want to filter for amounts that are greater than, less than, or equal to the specified amount. |
| Date | Specify a date in order to filter the selected user-defined field according to whether the date it contains is equal to a particular date. |
| Search for the following text/duration |
Enter a string or duration that you want to search for in the selected user-defined field. For example, enter Construction if you want to search for string-type user-defined fields with this word in their contents, or enter 2w 3d if you want to search for duration-type user-defined fields with a duration of 2w 3d.
You can use wildcards to include a range of similar text. For example, enter Planning* to search for user-defined fields with contents beginning with 'Planning'. |
| Match case | Select this check box to make the filter case-sensitive, or clear the check box to search for the string you have entered regardless of case. If you make the filter case-sensitive, searching for user-defined fields with a content of 'ID0001' will not return fields with a content of 'id0001' or 'Id0001'. |
| Use regular expression | Select this check box if you want to search using a regular expression rather than wildcards. |
| Look for boolean values that are | Specify whether to filter the selected user-defined field according to whether the value it contains equates to 'true' or 'false'. |
| Ask me which values to use each time the filter is applied | Select this check box if you want to be able to specify the user-defined field parameters each time you apply the filter, or clear the check box to use the parameters specified in this wizard each time. |
How do I...
... specify the user-defined field parameters on which to filter?
- Select the type of user-defined field you want to filter for, for example Task or Cost Allocation, in the Table name field. The user-defined fields within the selected table appear in the field below.
- Select the user-defined field on which you want to filter in the Available user fields field.
- Enter your filter parameters in the Search parameters group. Depending on the type of information that is stored within a user-defined field, you can search for fields containing particular numeric values, text or durations, or fields that are either true or false (this relates to fields that appear as check boxes).
- If you want to be able to specify the user-defined field parameters each time you apply the filter, select the Ask me which values to look for... check box.
- Click Next to access the following page.