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eForm Filter
The eForm filter is a powerful search filtering tool that allows users to find/sort through thousands of required quickly.
eBMS Tip: Use the eForm filter whenever possible to save time finding documents.
Take the eForm filter one step further by setting up profiles to automatically filter and search for required data.
Statistics show that 30-50% of business time is dedicated to finding, modifying and maintaining hard copy documents. Use eBMS to improve your time management and labour costs.
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| Step 1 |
Click into eForm tab
Click into the name of the eForm that you wish to filter
On the left hand panel there is a panel named Filter, if the panel is not open click it once to expand it.
Select the value for condition 1 by selecting the value of drop down list. The drop down list will correspond with the values from your eform records within the eform you are filtering. For this example we will refer to this first drop down menu as the filter topic
After the value of drop down list is selected, the next drop down list will be filled with all the values associated to the selected value in the first drop down list. Select value in the second drop down list. For this example we will refer to this second drop down menu as the variable filter
Input the desired data for the third . This will filter the eform records in reference to the selections that has been made from the filter topic drop down and the variable filter drop down. For this example we will refer to this third input box as the data input filter.
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| Step 2 |
Repeat this previous step for condition 2 and 3 if required
Press OK when you finish to view the filtered eForms
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| Additional Notes |
This example shows what each of the options from the second drop down menu (variable filter) does and how it works (when refering to a type of filter it is in reference to the selection you ahve made whilst filtering):
Contains = The filter topic contains some or more of the values from the data input filter in your final filtering.
DoesNotContain = The filter topic contains nothing that is in included in the values from the data input filter in your final filtering.
StartsWith = The filter topic starts with the value from the data input filter in your final filtering.
EqualTo = The values from the filter topic and data input filter are an exact match in your final filtering (any type of text, data or numeric value can be used in the data input filter for this option).
NotEqualTo = The values from the filter topic and data input filter are not an exact match in your final filtering (any type of text, data or numeric value can be used in the data input filter for this option).
GreaterThan = In reference to the selected filter topic, the desired filter is is greater than the value of the data input filter (data or numeric value can only be used in the data input filter for this option).
LessThan = In reference to the selected filter topic, the desired filter is is less than the value of the data input filter (data or numeric value can only be used in the data input filter for this option).
GreaterThanOrEqualTo = In reference to the selected filter topic, the desired filter is is greater than or equal to the value of the data input filter (data or numeric value can only be used in the data input filter for this option).
LessThanOrEqualTo = In reference to the selected filter topic, the desired filter is is less than or equal to the value of the data input filter (data or numeric value can only be used in the data input filter for this option).
IsEmpty = The filter topic selected has no data.
IsNotEmpty = The filter topic selected has data.
You can also filter the displayed value by many conditions using And / Or options
And means both conditions need to be met to be displayed in the filter.
Or means either conditions need to be met to be displayed in the filter
Condition 3 is for the date and workflow filtering
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Related Topics |
Change the Position of Columns
Resize Columns
Sort the Columns
Using Categories
Using Profiles in Charting Report
Using Profiles in Tabular Report |
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