Examples of punctual filters

 

A punctual filter can be applied in all PRIM windows, on one or more columns in a list or from a field in a window in search mode.

 

 

The types of filters offered will be different depending on the field or column selected.

 

 

       Apply a filter to a column or field

 

To facilitate the work with the columns, it is recommended to first apply all the required filters in order to reduce the list as much as possible, then remove the filters that are not necessary.

 

For example, if a list contains a filter on column 1, but the user wants to work with a filter on columns 2 and 3, it is better to apply the filters on columns 2 and 3, then remove the filter on column 1.

 

To apply a filter to a green field in a window in search mode, right-click in the field to display the filter selection window.

 

 

In the example below, we use the "Replacement management" window to display the list of vacant replacements.

 

 

1-Open the window « Replacement management ».

2-Move to the "Status" column and right-click on the column header.

3-The filter selection window is displayed.

4-Select the filter type "Include checked items".

5-Check the "Vacant" box.

6-Click on .

To cumulate several filters on several columns, select a column, configure the first filter and then click on the button . Repeat this operation with the other columns until you have finished. You can then click on the button .

 

 

 

       Display replacements with the status "Filled" for a specific period of time

 

In the example below, we use the "Replacement management" window to display the list of filled replacements for the month of May 2019.

 

 

Step 1:

 

1.Open the window « Replacement management ».

2.Move to the "Status" column and right-click on the column header.

3.The filter selection window is displayed.

4.Select the filter type "Include checked items".

5.Check the "Filled" box".

6.Click on to allow you to add another type of filter.

 

Step 2:

 

7-Right-click on the header of the "Date" column in the "Replacement" section.

8-The filter selection window is displayed.

9-Select the option "Included between".

10-Select "Date entered", double-click in the criteria area to access the calendar or enter the date manually.

11-Select "Date entered", double-click in the criteria area to access the calendar or enter the date manually.

12-Click on to apply filters.

 

 

 

       Display all administrative assistants assigned for the current week

 

In the example below, we use the "Replacement management" window to display the list of assignments for a replacement type, for the current week

 

 

Step 1:

 

1.Open the window « Replacement management ».

2.Move to the "Status" column and right-click on the column header.

3.The filter selection window is displayed.

4.Select the filter type "Include checked items".

5.Check the "Filled" and "To be confirmed" boxes.

6.Click on to allow you to add another type of filter.

 

Step 2:

 

7.Right-click on the header of the "Replacement type" column.

8.The filter selection window is displayed.

9.Select the filter type "Include checked items".

10.In the "Item choice" list, check the "Administrative assistant" function.

11.Click on to allow you to add another type of filter.

 

Step 3:

 

12-Right-click on the header of the "Date" column in the "Replacement" section.

13-The filter selection window is displayed..

14-Select the option "Included between".

15-Select "Sunday" to indicate the Sunday of the current week.

16-Select "Saturday" to indicate the Saturday of the current week and also to indicate the last day of the week.

17-Click on to apply filters.