Defining Conditions for Filters
Defining conditions enables you to optimize the display of your data in the filters.
Generally speaking, conditions consist of data categories, operators and values.
You can create these conditions in the form dedicated to filter creation.
To to do so, select the Add Condition action at the bottom of the Filter Settings tab.
The window which opens up, presents the relational tree view i.e. the structure of data categories for the current module. All the categories, called properties, together with their relationships are registered.
Click on the one you want: it is automatically added in a new line under the Property header.
Click the information button 
to view the definitions of the symbols used in the tree:
For optimal personalization, you can define combos of conditions.
If you create several conditions, they are automatically combined with the logical operator AND: for the data to be filtered all conditions must be met.
You can modify this logical operator OR: only one condition must be met for the data to be filtered. To do so, place your cursor on the three points at the beginning of the line and drag and drop the condition on an other one, x1 appears under OR Group.
Select a logical operator to link two elements in the same condition. These operators depend on the format of the condition.
| Format | Symbols | Available operators |
|---|---|---|
| Date |
> < >= <= |
greater than less than greater than or equal to less than or equal to |
| String/Int |
= ∋ ∈
0 |
equal to contains is an element of like null |
| Boolean | choice between two options | |
| Enum | multiple-selection list | |
| Decimal |
> < >= <= |
greater than less than greater than or equal to less than or equal to |
According to the data type, choose or enter a value directly in the corresponding field.
Once you completed a line of condition, this condition is used to automatically sort the list displayed under the form.
By default, Conditions are affirmative.
When the condition can be negative, the corresponding option can be accessed in front of the operator: simply click the field before it to see the No pink label.
Example
Display all the cash flows whose transaction currency is different from the account currency.
You may also compare two conditions using the comparison icon 
.
