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AND and OR Logic Filters
Creating a Drill Down Activity Filter
A drilldown filter can be created to produce popup menus that allow
users to post time on unplanned work. This is done by specifying
the fields which will be used for popup selection of tasks.
For example, assume that a filter called DrillDown is created where
Project has a ^1 sort key, and Phase has a ^2 sort key, and
Description has a ^3 sort key. When the Timecard access code is
set to RRR:DrillDown, users will be able to select a task by first
selecting a Project, then a Phase, and then a Description from the
current activity dataset.
Once the filter is created and specified in the user’s Timecard access
code, the Find Existing... option will be appended to the end of the
user’s task list. The Find Existing... option will not function unless
the Timecard access code has an appended filter.
Selecting Find Existing… allows a user to select a new task by
choosing categories from successive popups down to the detail task
level, whether they were planned to work on that task or not. For
example, a user could choose a task by first selecting the Project,
then the Phase, and then the Task from popup lists that contain all
the current choices in the dataset. Even if he was not planned to
work on that task, he could then post his time. Of course,
unplanned work time can still be subjected to the Approval process.
Matching Filters
Click on the Filter tab and then the dataset. A list of current filters
will be displayed. Enter a name at the New line under the Filter
Name column to create a new filter. The filter name will be used
later for popup selection. Enter the filter criteria underneath the
appropriate fieldname(s).
For example, to list only those Task IDs which begin with the letter
C, type = C* under the Task ID column. Filters use the following
logical and comparative symbols (case sensitive):
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AMS REALTIME Resources User Guide
 Advanced Management Solutions, Inc., Issue 1.1