User Defined Filter

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In order to use the [User Defined Filter] you have to select one of the parameters in the [System Defined Filter] otherwise this control and the filter buttons remind disabled. When [User Defined Filter] is active you have several option for setting the most accurate parameter to maximally narrow displayed data or to get the most accurate one. the parameters are not case sensitive. the control memorize each input but only if is not repeating. If the new parameter is similar to the one that already exists in the collection the matching parameter is moving to the top. there is no special restriction in using parameters but the are at lest two wild card parameters that can help you in dealing with some exceptions.


img1. memorized collection of parameter. You have to click the [Run Filter Button] to activate that process together with matching and filtering data


- Run Filter Button has to me clicked in order to filter the data with defined filter parameters


below is the list of some options that you can use to set the most accurate results. If the [Name] is selected as the System Parameter :

  1. m or M - (A - Z and 0 - 9) single letter parameter that is searching for all records that begin in this case with letter [m or M]. The following results are matching it and displayed in the Filter table

       a.  Mickeal More

       b.  Mark Peel, Electrician

       c.  Mickey Romerts, Painter

       d.  MOMO Interior Designer

       e.  Manuela Blair, Interior Design -> and so on


img2. Filtering data with [M] parameter and the sample of the process results


       

  1. *m or *M - [*], (A - Z and 0 - 9)  the asterisk is signaling to the filter that anything existing before the following letter is accepted and the next letter has to me [m or M] in this case there is not important what is following [m or M]. The following results are matching it and displayed in the Filter table

       a.  Mickeal More

       b.  James Miles

       c.  Sergio Duke, Cabinetmaker

       d.  Nathalie Mooney

       e.  Andrew Bosworth, Cabinetmaker -> and so on


img3. Filtering data with [*M] parameter and the sample of the process results



  1. m*in  or M*in or M*IN...- (A - Z and 0 - 9) [*] (A - Z and 0 - 9)  it will match the names that begin with [m or M] then will accept anything what is between [m or M] and [in] the will search for match with [in] and anything after it.  The following results are matching it and displayed in the Filter table

       a.  Mickey Romerts, Painter

       b.  MOMO Interior Designer

       c.  Manuela Blair, Interior Design -> and so on


img4. Filtering data with [M*IN] parameter and the sample of the process results


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  1. $ - This is special parameter that is used to filter the data with empty fields. Technically, you should never leave any field empty. The reality however is different and you need to find the solution how to retrieve them from the other rows of record. there is two possibilities and both can solve the problem. one of the use the special option that will fill the empty fields with defined or custom replacements.  for that you can click the [Set Empty Space Button] and assign appropriate parameter. This parameter will appear anywhere the empty space is found. The other option is using the [$] parameter. it will match all empty fields in the leading column


img5. Filtering data with [$] parameter and the sample of the process results


  1. ?i*in or ?I*IN... - the question mark [?] is replacing a single character, from that has to follow with [i] then anything after and until next parameter that contains [in] double character parameter.


img6. Filtering data with [?I*IN] parameter and the sample of the process results


Technically, you can try any type of combination  allowed for the search and filter procedures.Those above are only sample to show you a flexibility in the data filtering. If you use the parameters improperly or if they will not match any of the records in the collection, the [filter table] will appear empty. It will not fire any exception. When empty table appear or results are incorrect you can modify the [User Defined Parameters], the [System Defined Parameter], or both together until you reach the satisfied final output.


Finally, you can use part or whole name. In general the more accurate parameter you use the more narrow output you can expect. If you see the rows of data that you are looking for you can move them to the [recipients table] one by one. If any of them is already in that table it is going to me verified and blocked to avoid repeats. To move the rows of data from the Filter to the Recipients table

- Append To Recipients Button is moving the selected data from Filter to Recipients Table. Rows that should me moved has to me checked in the checkbox field. Any repeating row is omit in order to avoid data duplicates.



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