Manage Global Filters

Note: When a specific set of criteria is required for a Global Filter, you may choose to Create a Dynamic Filter.

To apply a global filter:

  1. On the Dashboard, in the Global Filter bar, select filter from the menu.

    The selected filter displays in the Global Filter bar and is now filtering your assets.

To create a new filter based on group membership or linked contact(s):

  1. Open the Manage Filters screen.

  2. Click Add New Row.

    A new row displays, the Type column and Name column are automatically filled.

  3. Update the Name column.

    Note: If you do not update the Name column, a new name is created based on the data types that you select.

    Note: This is the name that displays in the Global Filter menu on the dashboard.

  4. Find the groups and links on the right side of the screen and select the Include check-box of those you wish to add to your filter.

    The SQL Filter Clause area updates to show the filter to be applied.

    Note: This list only shows groups that have members and contacts that are linked to assets.

    Note: When multiple groups or contacts are selected, the default filter shows assets in any one of these. To modify this you can change the word OR to AND or AND NOT in the SQL Filter Clause box, adding brackets to specify which checks to do first. You can also filter to show assets that are not in a specific group by adding NOT in the beginning.

    Example:

    Assets in either Mount Rabbit or Lizard Creek Region

    Copy 
    INGROUP('Region:Mount Rabbit') OR INGROUP('Region:Lizard Creek')

    Assets in both the Managed Group and the Lizard Creek Region:

    Copy 
    INGROUP('Relationship:Managed') AND INGROUP('Region:Lizard Creek')

    Assets in the Lizard Creek Region but not in the Cairn Hill CRG or the West Lake Joint Venture Project:

    Copy 
    INGROUP('Region:Lizard Creek') AND NOT (INGROUP('Combined Reporting Group (WA):Cairn Hill') OR INGROUP('Project:West Lake Joint Venture'))

  5. To ensure the filter executes successfully, click Test Filter.

    A confirmation message displays the number of matched rows.

  6. To have your filter appear at the top of the Global Filter menu, select IsFavourite.

    Note: This marks the filter with a star in the Global Filter menu.

  7. Click Save or Save and Close.

To modify a filter:

  1. Open the Manage Filters screen.
  2. Make the necessary changes.

  3. Click Save or Save and Close.

    Note: If you already had this filter selected, you must switch to a different filter and back again, or restart LandTracker to see the changes.

To delete a filter:

  1. Open the Manage Filters screen.
  2. Right-click the row selector of the filter in the data grid and click Delete in the menu.
  3. Click Save or Save and Close.

To flag a filter as a favourite:

When you have many global filters it can be useful to move the ones you use most often to the top of the list.

  1. Open the Manage Filters screen.
  2. Find the filter in the data grid and select IsFavourite.