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Filters

Filters

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Overview

Universal Controller lets you apply filters to lists throughout the user interface.

You can:

  • Create a filter and either:
    • Apply it only to the list for which it was created.
    • Apply it to multiple record types (see Global Filters) .
  • Create any number of Filters for a list, and any amount of criteria for each Filter.
  • Create a Filter and apply it to a list without saving it; you will not be able to re-apply it to the list.
  • Create a Filter and save it; the filter is automatically applied to the list and saved so that you will be able to re-apply it to the list at any time.
  • Save a previously saved Filter under a different name. You can edit the re-named Filter and apply it to the same list as the original Filter at any time.

By default, no filtering is applied to a list. This is indicated by the default value (-- No Filter --) for the Filter field in the List task bar. However, you can pin a saved Filter to a list to make that the default Filter for the list.

You also can create a quick, one-time filter (it is not saved) that allows you to sort a list by record name (see Go To Filter).

Creating a Filter

To create a Filter:

Step 1

From the Services, select the record type list for which you want to apply a filter.

Step 2

Click the Filter... button in the List task bar that displays at the top of the list. A Filter Details pop-up dialog displays.
 

Step 3

In the Visible To field, select whether you want the Filter to be visible to only to the logged in user, to any logged in user, or to any logged in user that belongs to the same user group as the logged in user.
 
A user can apply any visible Filter to a list, and can modify any Filter that is visible to that user or that user group. A user may not be able to update a filter that is visible to all users, but can save/modify that filter local to the user.

Step 4

If you want the filter to be available for use for all record type that use filters, click the global checkbox.

Step 5

Using the field descriptions below as a guide, select criteria for the Filter.

Step 6

When you have selected the filter criteria, you can:

  • Apply the filter to the list immediately.
  • Save the filter to apply it to the list immediately and save it so that it can be applied again at any time.
  • Apply the filter and then save it.

If you want to save the Filter, you must enter a Name for it. You do not have to enter a Name for a Filter if you only want to apply it.

Note

You also can create a filter by viewing a saved filter on the Filters list and clicking the Save As... button. This new filter applies only to the record type list of the saved filter, but you can change any of its filter criteria.

Global Filters

Global filters can be created from any supported record type and can be used/applied in any record types.

For example, you can create a global filter for a type of task  and use that same filter in Triggers or any other supported records.

Filter Fields

You can create global filters with the following common fields and use them on any supported record types.

Whichever record type has all of these common fields, the global filter can be created and re-used from other record types.

Field

Description

Name

Name of the record

Description

Description

Member of Business Services

List of Business Services

Created

Created Date

Created By

Created By

Updated

Updated Date

Updated By

Updated By

UUID

UUID of the record


Supported Record Types

You can create global filters for the following record types.

  • Agent
  • Agent Cluster
  • Application
  • Bundle
  • Bundle Target
  • Calendar
  • Credential
  • Database Connection
  • Email Connection
  • Email Template
  • OMS Sever
  • Peoplesoft Connection
  • SAP Connection
  • Script
  • SNMP Connection
  • Task
  • Task Instance
  • Trigger
  • Variable
  • Virtual Resource

Applying a Filter

There are two ways to apply a Filter to a list:

  1. Apply a new Filter.
  2. Apply an existing Filter.
  3. Save a new Filter.

Applying a New Filter

To apply a new Filter to a list:
 

Step 1

After you have created a Filter, click the Apply Filter button. The list then displays only those records that match the selected criteria. The Filter is identified as --Unsaved 1 -- in the Filter field on the List task bar.

Step 2

If you want to save the applied Filter so that it can be re-applied to this list at any time, click the Save button. The Filter now is listed on the Filters list.
 
If you do not want to save the applied Filter, click the Close button.

Step 3

To remove the Filter from the list and redisplay all records, click -- No Filter -- in the Filter field.

Applying an Existing Filter

To apply an existing Filter to a list:
 

Step 1

On the List task bar, click the Filter drop-down list arrow to display a list of all existing Filters for this list.
 

 
The list identifies the name of each Filter, to whom the Filter is visible, and whether or not the Filter is pinned.

Step 2

Click the Filter that you want to apply to the list. The list displays only those records that match the criteria of the selected Filter, which now is identified in the Filter field.

Saving a Filter

Saving a Filter:

  • Applies it to the list immediately.
  • Saves it so that is can be applied again at any time.

Also you must save a Filter if you want to pin the Filter to the list so that it replaces -- No Filter -- as the default Filter for the list.

To save a filter that you have created, click the Save button in the Filter Details. The saved Filter:

  • Is applied to the list.
  • Displays in the Filter drop-down list in the List task bar.
  • Displays in the Filters list of all Filters created for all list.

Pinning a Filter

You can pin a saved Filter to a list so that the pinned Filter replaces -- No  FIlter -- as the default Filter for the list. Only records in the list that match the criteria of the pinned Filter will be displayed, by default, on the list.

(Pinning a Filter to a list does not prevent you from selecting other Filters for the list.)

To pin a Filter to a list:

Step 1

Create and save a Filter.

Step 2

Apply the Filter to the list. The Name of the Filter is identified in the Filter field of the List task bar.

Step 3

Click the Filter button in the List task bar to display the Filter Details for the applied Filter.
 

Step 4

Click the Pin Filter button, and then click the Close button. (You do not have to click the Update button, as no changes were made to the details.) The pinned Filter has now become the default Filter for this list.

Unpinning a Filter

If you have pinned a saved Filter to a list so that it has become the default Filter for the list, only records in the list that match the pinned Filter criteria are displayed. You must unpin the Filter in order to select -- No Filter -- as the default Filter, which allows all records in the list to display.

To unpin a Filter to a list:
 

Note

If the pinned Filter is the Filter currently applied to the list, skip to Step 3.

Step 1

Click the Filter drop-down list arrow of the List task bar to display the list of all Filters for the list. The pinned Filter is identified with a check mark in the Pinned column.
 

Step 2

Click the pinned Filter to apply it to the list.

Step 3

Click the Filter button on the List task bar to display the Filter Details for the pinned Filter.

Step 4

Click the Unpin Filter button, and then click the Close button. (You do not have to click the Update button, as no changes were made to the details.) The pinned Filter is no longer the default Filter for this list (although the unpinned Filter remains as the currently selected Filter for the list).

Filters List

The Filters list displays a list of all saved Filters for all lists.

Step 1

From the Administration navigation pane, select Configuration > Filters. The Filters list displays.
 

Step 2

Click the Details icon next to a Filter Name or click anywhere in the Filter row to display Details for that Filter.
 

 
See the field descriptions below for a description of the fields and buttons in the Filter Details.
 

Note

If you want to apply a Filter to a list, you must select the Filter from the Filter field in the List task bar for that list. You cannot apply a Filter from the Filters list or from the Details of a Filter in the Filters list.

Filter Details Field Descriptions

The following table describes the fields and buttons that display in Filter Details.
 

Field Name

Description

Details

This section contains detailed information about the Filter record.

Table

Universal Controller table (record type) to which this Filter applies.

Global

Indication for whether or not this filter will be available for multiple record types (see Global Filters).

Visible To

Users that can see this Filter in the Filters drop-down list and apply the Filter to the list.
 
Options:

  • Me: only the logged in user can see and apply this Filter.
  • Everyone: all logged in users can see and apply this Filter.
  • Group: All users belonging to the selected group to which the logged in user belongs can view and apply this Filter.

Name

Name of this Filter.

Filter

This section contains the criteria for the Filter.

Match All

Specifies that when this Filter is applied, the list will displays all records that match all of the criteria.

Match Any

Specifies that when this Filter is applied, the list will displays all records that match any of the criteria.

Add ( + ) icon (Filter Criteria fields)

Allows you to add three criteria fields for this Filter:

  1. Field in the record Details for this record type on which to base the Filter.
  2. Comparison operator.
  3. Value(s) to compare the Field in the record Details with (not case-sensitive).

If you are filtering on date-related fields using the between (inclusive) comparison operator (SQL BETWEEN condition), the database query can produce unexpected results when the later date is specified before the earlier date.

Buttons

This section identifies the buttons displayed above and below the Filter Details that let you perform various actions.

Save

For a new Filter; applies the Filter to the list and saves a new Filter record in the Controller database.

Save As...

For saved Filters; Creates a copy of the filter with a different Name and/or Visible To fields.

Apply Filter

For a new, unsaved Filter; applies the filter to the list.
 
For an applied Filter; allows you to see the results of any changes made to the Filter criteria before updating the Filter.

Pin Filter

For a Filter; allows you to pin (select) the Filter as the default Filter for the list.

Unpin Filter

For a Filter; allows you to unpin (de-select) the Filter as the default Filter for the list.

Clear Filter

For saved Filters; clears the Filter of all criteria field values.

Update

Saves updates to the record.

New

Displays empty (except for default values) Details for creating a new record.

Delete

Deletes the current record.

Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this Filter.

Unresolved and Variable Fields in a Filter List

For records that have one or more fields in which you can enter a variable instead of selecting a record type, the first of the three Filter Criteria fields includes two selections:

  • <record type>Variable
  • <record type>Unresolved

Variable refers to the Variable check mark field that is provided for a record type field. If you select <record type>Variable, a Comparison Operator, and a Value, and then apply the filter, the list will display only those records that have the Variable field check marked and which match the Comparison Operator and Value criteria.

Unresolved refers to the <record type> field itself in which a variable has been entered. If you select <record type>Unresolved, a Comparison Operator, and a Value, and then apply the filter, the list will display only those records that have the Variable field check marked and which match the Comparison Operator and Value criteria for the <record type> field.
 

Examples

The following examples illustrate Variable and Unresolved filter criteria being applied to a task list.

Example 1

Apply this filter criteria to list all tasks for which the Agent Variable field has been check marked.



 

Example 2

Apply this filter criteria to list all tasks for which the Agent Variable field has been check marked and which contain the characters stonebranch in the Agent field, which identifies and Agent variable.
 


 

Go To Filter

You can create a quick filter for a list that will filter the list by full or partial record name.

You can filter for a specific record name or for record names matching a Go To Operator user preference: contains, starts with, or equals.

To create a Go To filter:

Step 1

From the Services, select the record type list for which you want to apply a filter.

Step 2

Either:

  • Click the Go To... button in the List task bar that displays at the top of the list.
  • Press the Access Key Combination that is appropriate for your browser / platform to highlight the Go To... button, and then press the Enter key.

A Go To pop-up dialog displays.
 

Step 3

Select an operator for the Go To filter (the current value of the Go To Operator user preference displays by default), enter a full or partial record name, and click the Go button. The list then will display only records that match your Go To filter selections.
 

Note

Selecting an operator that is different than the current Go To Operator user preference value does not change that user preference value.

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