How do I create filter criteria?

Filters are one of the most important areas of Cintra iQ. They are used to select records that share a commonality. i.e. selection criteria, Payroll, Post. Cintra iQ allows you to create a filter that contains criteria that, once applied, tells the system to display specific records in the Navigator. The filter can also be applied to Email Notifications, Letters and Listing Reports.

 

Go to Cintra iQ:

• Lower right-hand corner> Filters> Record Filters window> Create/Open button> Create/Edit Record Definition window 
• Menu bar> Definitions> Filters> Record Filters window> Create/Open button> Create/Edit Record Definition window

Use this method to view qualification expiry dates, perform regular analysis of sickness absences etc.

 

  Note:

The Date Offset function appears only when you have selected a date field from the Available Fields pane.

 

To offset a date

Once you have selected the desired date field as the Field Name and the desired Operator, set the date offset.

1. Right-click in the > Value field. A menu appears.
   
2. Select Today. The Date Offset function appears.
3. Select from the Functions drop down list: Month Start.
4. Click the Add button. The criteria  appears in the Expression pane.
   
5. Click the OK button. The Date Offset is saved

Good to know:

I want to add criteria so that I can see all the Employment Records of the employees who are on the Sample Company Monthly payroll. Therefore I wish to create an expression like this:

 

To Select a Key Value:

Once you have selected the desired date field as the Field Name and the desired Operator, select the key value.

1. Right-click in the > Value field. A menu appears.
2. Choose Select Key Value. The Select Key Value pop up appears, which contains a list of the user defined entries.
   
3. Select the desired name from the list.
4. Click the  button. The name appears in the Value field. 
   
5. Click the Add button. The criteria appears in the Expression pane.
   
6. Click the OK button. The criteria is saved.

 

To add more criteria

1. Select the appropriate link. Note: The Link drop down list appears above the Field Name.
   
2. Select the available field from the Available Fields pane or perform a Search.
3. The available field is highlighted and appears in the Selected Fields pane.
4. Click the > Field Name button. The selected available field is displayed as the field name.
5. Select the Operator from the drop down list.
6. Return to the Available Fields pane and select the next available field or perform a Search. The available field is highlighted and appears in the Selected Field pane.
7. Perform either of the following:
   • Click the > Value button. 
   • Manually enter the value in the > Value field.
8. Click the Add button. The criteria appears in the Expression pane.
9. Continue to repeat the process until finished.
10. Click the OK button to save the filter. The filter appears in the Records Filter window and is ready to be tested.