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versago3:dataview_filters

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versago3:dataview_filters [2022/09/08 12:52]
dlee [User Profile Filters] 		versago3:dataview_filters [2023/10/30 09:17] (current)
dlee [User-Applied Filters]
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   - **Visible** indicates if the user sees the filter. A “Default Value” must be defined if this option is used.   - **Visible** indicates if the user sees the filter. A “Default Value” must be defined if this option is used.
   - **Line Break** introduces a line break between filters when multiple filters are used. Otherwise, the system will auto-order the filters based on available space.   - **Line Break** introduces a line break between filters when multiple filters are used. Otherwise, the system will auto-order the filters based on available space.
 +
 +<WRAP center round important 80% >
 +If **default** values are required for the **between** operator, separate the two values with a **;** (semi-colon).
 +</WRAP>
  
 ===== User Account Filters ===== ===== User Account Filters =====
  
 User Account filters are predefined by the Versago administrator. They are applied automatically when the data view is executed. The filtering value(s) are associated with each user. The account filters must be defined before they can be associated with a report. User Account filters are predefined by the Versago administrator. They are applied automatically when the data view is executed. The filtering value(s) are associated with each user. The account filters must be defined before they can be associated with a report.
 +
 +{{  :versago3:dv_filters02.png?direct  |}}
  
   - Select //User Account Filter// as the **Filter Type**.   - Select //User Account Filter// as the **Filter Type**.
   - Select the **Account Filter** from the “Field/Filter Name” drop-down list.   - Select the **Account Filter** from the “Field/Filter Name” drop-down list.
   - No other information is required.   - No other information is required.
 +
 +**How to set up an Account Filter**
 +{{ :versago3:acct_filter.mp4 |How to set up an Account Filter}}
  
 ===== Application of Filters ===== ===== Application of Filters =====
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   - User account filters are automatically applied. Filtering is done based on the data filters associated with the current user.    - User account filters are automatically applied. Filtering is done based on the data filters associated with the current user. 
   - When both user-applied and user account filters are defined, the user account filter is applied first   - When both user-applied and user account filters are defined, the user account filter is applied first
 +
 +----
 +**[[versago3:dataview#Add/Edit Data View]]**
 +
 +**[[versago3:Home|Home]]**
versago3/dataview_filters.1662655950.txt.gz · Last modified: 2022/09/08 12:52 by dlee

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