Create a Dynamic Filter

Dynamic filters are customisable . Create a variety of filters with specially constructed queries. Contact LandTrack Systems for assistance with your queries, fees may be chargeable for custom work. To see how to create a filter based on group membership or linked contact(s) see Manage Global Filters.

Activity Steps

Open the Manage Filters screen.
Click Add New Row.
Update the Name column.
Enter the SQL Filter Clause.
Click Save or Save and Close.

Examples:

For a Group Filter that only shows Actions relating to a specific asset type. Replace AssetType with Tenement, Agreement, Group or Contact, as required.
Copy
```
#ID# in (select id from AssetsOfType('AssetType'))
```
For a Group Filter that only shows Actions relating to a specific asset type, with additional filters (such as Tenements with a Current status). Replace AssetType with Tenement, Agreement, Group or Contact. Replace FieldName with the name of the field, and Value with the value that should be in that field.
Copy
```
#ID# in (select id from AssetsOfType('AssetType') where !FieldName='Value')
```
Note: If you do not know the field name, check the relevant asset template.
For a Group Filter that only shows Actions relating to values in a specific table, such as the Dealings table in Tenements. Replace AssetType with Tenement, Agreement, Group or Contact. Replace TableName with the name of the table. Replace searchCriteria with required search criteria.

Note: If you do not know the table name, check the relevant asset template.
Copy
```
#ID# in (select ParentID from AssetsOfType('AssetType.TableName') where searchCriteria)
```
- Tenements where Iron Ore Inclusion is authorised:
  Copy
```
#ID# in (select ParentID from AssetsOfType('Tenement.Dealing') where !dealingType='Iron Ore Inclusion' and !status='Authorised')
```
- Objections added in the past 365 days:
  Copy
```
#ID# in (select ParentID from AssetsOfType('Tenement.Dealing') where !dealingType='Objection' and convert(datetime, !statusDate) > getdate()-365)
```