Manually Defining a Filter

To access the fields used to manually build a filter, click the "Click to manually build a filter" link at the bottom of the Filter Builder on the Filtering tab. Two main fields are displayed, one where you can build a basic filter and one where you can build a CAML filter. Another link at the bottom of this view allows you to return to the Filter Builder view.

The format for a basic filter (placed in the Basic Filter field) is "Field=SearchText" (Example: Postal Code=11111). The fields available to use for filtering are identified in the Supported Schemas section of this help, on the "Filterable Fields" line of each identified schema. If you have defined your own schema, you can filter on any fields that you have selected as display fields or search fields.

The following values can be used for filters based on Boolean fields:

•      True

•      False

•      Yes

•      No

•      0 (translates to False)

•      1 (translates to True)

Supported Operators

The following operators and expressions are supported when defining a basic filter:

•      && (And)

•      || (Or)

•      <> (Not)

•      Contains (=)*

•      >

•      <

•      >=

•      <=

* When creating a basic filter, the = symbol performs a "Contains" function, not a literal comparison.

The following are not supported by basic filters:

•      IS NULL

•      IS NOT NULL

•      Grouping with parentheses ( )

•      Usage of <> on user lookup and calculated fields

Working with Dates

When defining a filter that references dates, keep in mind the following:

•      Static dates (e.g., 04/15/2007) are not supported.

•      The < and > operators can be used. For example, "Date<7" will return items that are older than 7 days from today.

•      The majority of the date functions described earlier for use with the Filter Builder are only supported for use with CAML filters, not basic filters. These date functions are supported for all types of filters:

o  [CurrentWeekStart]

o  [CurrentWeekEnd]

o  [CurrentMonthStart]

o  [CurrentMonthEnd]

o  [CurrentYearStart]

o  [CurrentYearEnd]

•      Instead of using a date function, you can build an expression using the Supported Operators listed above. Some common expressions are:

Examples

Some examples of filters and connectors are shown here.

Example 1: Show all tasks that are assigned to me, and are due within seven days
Assigned To=[ME] && Due Date>-1 && Due Date<7
(Where [ME] = Currently Logged In User)

Example 2: Show all tasks that are assigned to me or to someone else
Assigned To=[ME] || Assigned To=UserName

Example 3: Show all tasks that have not been completed
Status <> Complete

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