Examples of recurrent filters

Your configuration may have different topics and choices, but the procedure for creating the filter remains the same.

The example below illustrates the creation of a filter to obtain administrative assistants active files who are familiar with word processing software.

1.Open the "Candidate" window and click on the icon on the main toolbar to open the "Filters setup" window.

2.Move to the "Filters" tab.

3.Select or add a template.

4.In the "Configuration" section, click on the icon (Insert) to open the window for selecting the available columns. Choose "Status" from the list.

5.In the filter selection window, choose the filter type "Include checked items" and select "Active" from the list.

6.Click again on the icon (Insert) in the "Configuration" section to open the selection window. Choose "Criteria" from the list to open the filter selection window.

7.Select "Function" from the list of subjects and "Administrative assistant" from the list of choices.

8.The "Administrative Assistant" function offers the subject "Software" under which there is a list of choices.

9.Select "Word Processing" and enter a level of knowledge of the software, if applicable.

10.Click on and on the icon (Save).

11.Move to the "Sorting" tab to select or add a template.

Among the existing templates, the "Candidates / Ascending" template is suitable for you, you can select it when assembling the filter configuration.

12.Move to the "Configurations" tab and click on the icon (Insert) to add a new configuration.

13.PRIM offers a description for the configuration, it is possible to modify it if it does not suit you.

14.Select the items corresponding to the new configuration from the choice lists that will be displayed.

15.Click on the icon (Save).

16.If you have the rights and access for this action, add the security group(s) for which the filter will be visible.

17.Click on the icon (Save).

In a window in search mode PRIM allows the application of a filter by right-clicking on certain groups of controls of the "radio button" type.

The green color is used to distinguish the control groups to which a filter can be applied.

The example below illustrates how to obtain all " Company " type clients.

1.Open a "Client" window.

2.If necessary, erase the filters applied at the opening of the window.

3.Right-click on the control group to display the filter selection window.

4.Press the button to apply the filter.