Filter expressions can be very useful in narrowing down the records that are displayed in List windows, as well as the Statement Manager. The following examples portray how the various field types can be used in expressions.

Note: A library of filter expression examples can be found in Knowledge Base Article R11515, "Filter Expression Examples."

Alpha Fields 

Number & Money Fields
Date Fields
Boolean Fields

 

Alpha Fields

CLIENT_ID:Email_Address="" Displays records where the alpha field (Email Address) is blank.
"IL" in CLIENT_ID:State Displays records where specific characters (IL) are in an alpha field (State).
CLIENT_ID:Phone contains "402"

Displays records where an alpha field (Phone) contains specific characters (402).

Note: The following field types are treated as alpha fields: Client ID, Email, File, Memo, Phone, Contact, User, Lookup, Virtual, and Web Page.

Number & Money Fields

Total_Balance =0 Displays records where a money field (Amount Due) is "0" or blank.
Fee_Amount >= 100 Displays records where the contents of a number field (Fees Billed) is greater than or equal to a specific amount (100).

Date Fields

Date=0
  ..or..
isblank_date(Date)

Displays records where the date field (Stmt Date) is blank.

CLIENT_ID:Close_Date != 0
  ..or..
Not isblank_date(CLIENT_ID:Close_Date)

Displays records where a date has been entered in the date field (Close Date).

Boolean Fields

CLIENT_ID:Progress_Billing=1 Displays records where the boolean field (Progress Billing) is selected, thus a value of Yes/True (1).
CLIENT_ID:Inactive=0 Displays records where the boolean field (Inactive) is cleared, thus a value of No/False (0).
Not CLIENT_ID:Nonbillable

Displays records where the boolean field (Nonbillable) is NOT Yes/True.

Note: A Boolean field is evaluated as either a "1" (i.e., True) or a "0" (i.e., False).

See also: Filtering Records
  Operators
  Functions
  Knowledge Base Article R11493 - All About Expressions
  Knowledge Base Article R11515 - Filter Expression Examples
  Knowledge Base Article R11487 - Working with Indexes, Filters, and QuickViews
  Knowledge Base Article R10750 - Report Writer, Filter, and WorkFlow Functions (provides link to downloadable .pdf)