Creating and Managing Advanced Filters

1: Creating an Advanced Filter

1. Right-click the required survey in the top right frame and choose View from the shortcut menu, or select the survey and click the View icon on the toolbar.
2. Go to the Advanced Filters tab to view the advanced filter list.



3. Click the Add Advanced Filter icon located above the grid, or right-click anywhere inside the grid and choose Add Advanced Filter from the shortcut menu.

The Add Advanced Filter dialog opens.



4. Specify the required parameters using the following fields in the dialog:
• Name – the filter name.
• Description – the filter description.
• Criteria – use the And/Or radio buttons to choose the appropriate Boolean operator that will be used to combine specified conditions (when more than one filter condition is defined).
5. Specify a condition set that will be used as a filter.

A filter can include as many conditions as required. A condition includes a variable name, a comparison operator, and a value to compare against.



6. Select a variable in the Variables pane (the left pane in the dialog) and click the Add button, or double-click the variable.

The selected variable is displayed in the Condition pane.

The variables are specific types of data contained in the interview data tables. Usually these data types are presented as columns in these interview data tables. Variables (or data columns) are presented in the form of a tree list, with nodes containing variable types. Clicking an arrow sign in front of a node name unfolds a list of variables of a certain type. You can select only one variable at a time in the Variables pane to create a condition based on this variable. You can add more variables to the condition in the same way.

7. Select the required operator from the drop-down box in the Operation column, and specify the value (in the Value column) to compare the data against.

If the value type requires a date and time, the field in the Value column contains a clock icon. Click the clock icon to display the Date/Time form.



By default the form displays the current system date and time. Using the calendar form controls you can:

• Choose a date in the calendar by clicking on it.
• Browse through months by pressing the arrow icons above the weekday names.
• Select a month from the drop-down list.
• Select a year from the drop-down list.

Set the required time in the Time field using the spin controls.

8. Click OK to save the changes.

The selected date and time will be used as the condition value.

9. Repeat step 5 to add another condition to the filter. You can add as many conditions as required.

Newly added conditions are displayed in the list in the right frame in the order they were added.

Note that you can add a complete condition from any available filter. Select a filter in the Filter node. A filter condition you add using this method is not listed in the Condition pane - you must view the filter separately using the View facility to check it (go to Viewing and Modifying the Advanced Filter Properties for more information).

10. Click the Create filter button to create the filter.

The filter appears in the filter list.

2: Viewing Advanced Filters

1. Right-click the row in the top right frame which contains details of the required survey and choose View from the shortcut menu, or click the View icon on the toolbar.

The survey information is displayed in the bottom right frame of the browser window.

Go to the Advanced Filters tab to view the filter list.



2. The Advanced Filters tab contains a list of available filters. The list is organized as a grid.

The grid contains the following columns:

• ID – this is the filter ID.
• Name – the filter name.
• Description – the filter description
• Type – the filter type (either site, or survey specific)

To display all filters existing in the system, check the Show all filters box located above the grid. The filter list will then contain the survey-specific as well as site-specific filters. Site specific filter conditions do not contain any variables that originate from existing surveys - this guarantees that they can be used with any survey. If the Show all filters box is cleared, the grid will display the survey-specific filters only (filters containing variables originating from the current survey). The list is refreshed each time this checkbox is cleared or checked.

To refresh the list manually, click the Refresh icon.

Any created advanced filter can be deleted from the system. You can only delete a filter when it is not currently used as a configuration parameter with any other system object.

3: Deleting an Advanced Filter

1. Right-click the survey in the top frame which contains the advanced filters you need and choose View from the shortcut menu, or click the View icon on the toolbar.

The survey information is displayed in the bottom frame of the browser window.

2. Go to the Advanced Filters tab to view the advanced filter list.
3. Select the required filter in the list and click the Remove icon on the toolbar, or right-click the required filter and choose Remove filter from the shortcut menu.

The filter is removed from the filter list and from the system. Note that a deleted filter cannot be restored.