The filter function allows to filter entries according to different criteria and rules. When an entry is filtered out, it is not deleted but hidden in the view. This limits the view to the entries with the searched criteria.

You have the following filtering options:

Filter entries by columns

This type of filter is particularly useful when

• you want to quickly find entries that meet one or more criteria at the same time (e.g. entries that were created by you AND are not marked as "done")

Click on the filter tool in the menu of your list view

A search field for filtering opens for each column of your list. Enter the letter or number combination you are looking for and press ENTER. Your list will be filtered.

You can refine your search results by combining several search criteria. Enter additional search terms in the remaining search fields.

To delete a search term, click the × icon in the field.

Filter entries with rules (and conditions)

This type of filtering is especially useful when

• you are looking for entries that span date ranges (e.g. entries with a due date after date X and before date Y)
• you are looking for entries that do not meet certain criteria
• you are looking for entries that meet one or the other condition

Rule structure

A rule consists of one or more conditions that must be met for an entry to be displayed.

A rule reads similar to a sentence. The following example can be read as: "Show me all entries that contain class in the Name column."

Contains([name], 'class')

Or here as: "Show me all entries that contain class in the Name column AND the number 234 in the Number column."

Contains([Name], 'class') And [Number] = 234

In Softpulse you have many possibilities to formulate rules.

Create a rule

You can create a new rule within the view you are currently in. Click on the Edit Filtericon

The rule editor opens:

Enter your rule by following these schemes:

‍

Find entries that do not meet a condition

Show all entries that do not contain your search term in the Name column:

[name] != 'search term'

Show entries that do not start with the number combination 23:

[Number] not like '23

Show entries with due date January 1, 2017 that are not yet closed:

[DueDate] = #2017-01-01# And [TaskStatusClosed] = False

Find entries that meet one or the other condition

Show all entries in the activity list that have a duration of one hour OR were executed by Max Mustermann:

[Number] = 1.0 Or [StaffMember.FullName] = 'Max Mustermann'.

Find entries with a deadline

Showing posts with due date January 1, 2017:

[DueDate] = #2017-01-01#

Show entries with due date before January 1, 2017:

[DueDate] < #2017-01-01#

Show entries with due date after January 1, 2017:

[DueDate] > #2017-01-01#

Showing entries with due date on or after 1 January 2017 at 13:18:51:

[DueDate] >= #2018-01-01 13:18:51#

Showing entries with due date on or before 1 January 2017 at 13:18:51:

[DueDate] <= #2018-01-01 13:18:51#

Find entries in a period

Show entries with due dates on/after January 1, 2016 and on/before January 1, 2020:

[DueDate] >= #2016-01-01# And [DueDate] <= #2020-01-01#

Show entries with due date in a specific month (replace month in English):

IsJanuary([DueDate])

Show entries with creation date in the last month:

IsLastMonth([CreationDate])

Show entries with creation date in the last year:

IsLastYear([CreationDate])