Using Filters
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    Using Filters

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    Article summary

    Use this article to learn how to create filters within Xyicon modules.

    Filters are one of two methods you can use to refine a long list of Xyicon module objects within a View. The other method is the Quick Find. The Filter feature refines the module objects based on the values that are stored in the database.  The Side Panel > Filter tab (    ) displays all available fields connected to the module so long as there are values stored.

    NOTE: The results that you get after applying filters are temporary and will disappear when the page is refreshed. If you want to keep the filtered results, you can save them to the view.

    Filter Modes

    Xyicon offers two types of filters; Basic and Advanced.

    Basic Filter

    As the name suggests, the basic filter lets you perform a simple filter based on available fields and values. When you expand a field, a list of unique values stored within that field is displayed. If a field is not utilized within the module to store a value, it will not show up on the tab because a value is required to apply a filter. 

    You can select multiple values per field or select multiple values from different fields to refine the module objects displayed on the view.advanced filtering

    Advanced Filter

    Advanced mode lets you build and apply complex filters by using comparison and logical operators. In advanced mode, all fields for a module are available for use.
    1 - Comparison operators compare a given expression against the values within a field.
    2 - Logical operators combine expressions from multiple fields.
    The list of comparison operators available for a field varies by the type of the field. For example, the comparison operators available for a single-line text field are not available for a single-select field. 

    All operators return a boolean value 'true' or 'false.'

    advanced filtering 2

    List of Available Comparison Operators

    Comparison OperatorDescriptionField Type
    ContainsReturns true if the field value contains the specified string or expression.Email, Geo Location, IP, Multi-select, Phone, Single-select, Text (Multi-Line), Text (Single Line)
    Does Not ContainReturns true if the field value does not include the specified string or expression.Email, Geo Location, IP, Multi-select, Phone, Single-select, Text (Multi-Line), Text (Single Line)
    Is any ofReturns true if the field value matches any value in a specified string or expression.

    Email, Geo Location, IP, Phone, Text (Multi-Line), Text (Single Line), Multi-select, Single-select, Numeric

    Is blankReturns true if the field has no value.All field types
    Is ending withReturns true if the field value ends with the specified string or expression.Email, Geo Location, IP, Multi-select, Phone, Single-select, Text (Multi-Line), Text (Single Line)
    Is equal toReturns true if the field value is equal to the specified value.
    All field types
    Is not any of
    Returns true if the field value does not match any value in a specified string or expression.
    Email, Geo Location, IP, Phone, Text (Multi-Line), Text (Single Line), Multi-select, Single-select, Numeric
    Is greater thanReturns true if the field value is higher than the specified value.Date - Time, Numeric
    Is greater than or equal toReturns true if the field value is greater or equal to the specified value.Date - Time, Numeric
    Is in betweenReturns true if the field value is within the specified range.Date - Time, Numeric
    Is less thanReturns true if the field value is less than the specified value.Date - Time, Numeric
    Is less than or equal toReturns true if the field value is less than or equal to the specified value.Date - Time, Numeric
    Is not betweenReturns true if the field value is not within the specified range.Date - Time, Numeric
    Is not blankReturns true if the field has a value.Email, Geo Location, IP, Multi-select, Phone, Single-select, Text (Multi-Line), Text (Single Line)
    Is not equal toReturns true if the field value is not equal to the specified value.All field types
    Is starting withReturns true if the field value begins with the specified string or expression.Email, Geo Location, IP, Multi-select, Phone, Single-select, Text (Multi-Line), Text (Single Line)
    AfterReturns true if the field value falls after the specified value.

    Date - Time (Date Only & Date + Time formats), Date - Time (Time Only format)

    BeforeReturns true if the field value falls before the specified value.
    Date - Time (Date Only & Date + Time formats), Date - Time (Time Only format)
    BetweenReturns true if the field value falls in between the specified range.
    Date - Time (Date Only & Date + Time formats), Date - Time (Time Only format)
    In the lastReturns true if the field value falls within the specified past time frame.

    Date - Time (Date Only & Date + Time formats)

    In the nextReturns true if the field value falls within the specified future time frame.
    Date - Time (Date Only & Date + Time formats)
    Last monthReturns true if the field value falls within the previous calendar month.
    Date - Time (Date Only & Date + Time formats)
    Last weekReturns true if the field value falls within the previous calendar week.
    Date - Time (Date Only & Date + Time formats)
    OnReturns true if the field value matches the specified value exactly.
    Date - Time (Date Only & Date + Time formats)
    This monthReturns true if the field value falls within the current calendar month.
    Date - Time (Date Only & Date + Time formats)
    This weekReturns true if the field value falls within the current calendar week.
    Date - Time (Date Only & Date + Time formats)
    YesterdayReturns true if the field value matches the date of the previous day.

    TodayReturns true if the field value matches the current date.
    Date - Time (Date Only & Date + Time formats)
    AtReturns true if the field value matches the specified time exactly.

    Date - Time (Time Only format)

    TRUEReturns true if the condition or expression evaluates to true.
    Boolean
    FALSEReturns true if the condition or expression evaluates to false.
    Boolean
    NOTE: All string comparisons are case-sensitive. String comparisons apply to the Email,  IP,  Multi-select, Phone, Single-select, Text (Multi-Line), and Text (Single Line) field types.

    List of Available Logical Operators

    Use logical operators to combine criteria from multiple fields.

    • AND - Only returns a result if all conditions are met.
    • OR - Returns a result if one of the conditions is met.

    Saving your filter to a View

    Read the Applying Filters to a View article to learn more.


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