Special Filter Uses
As you know, Filters in the Vizion Platform allow you to restrict the records (Trackors) that are returned in a grid. Most Filters work in the same way and are discussed in detail in the Working with Filters page. However, some Trackor Browser pages have specialized Filter forms due to the complexity or purpose of the page. These special Filters are discussed below.
Creating Filter Conditions for the Project Trackor Browser Page
To add a filter for the Project Trackor Browser page, complete the following steps.
Step | Instruction | Screenshot Help/Example |
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1 | On the Project Trackor Browser page, click the “down arrow” beside the Filter name and click All. |   |
2 | Click Edit on the Filter side of the form. |  |
3 | Click the ellipsis for the first entry. |  |
5 | Here you will make a selection for the App/WorkPlan Templates field. Selections include (in order listed below):
Grid Columns - Selecting Grid Columns provides a list of the fields on the Project page. All - Selecting All provides a list of all the fields from all connected applets and work plan templates including Trackor Selector Fields with Shortnames. The 3rd Section is an alphabetical list of the Applets connected with the Project Trackor Type. - When you select an applet, you can then select the appropriate tab from the Data Tab dropdown. The 4th Section is Trackor Selector Fields beginning with the shortname - (“Shortname” fields are only visibile when “Drill-Down” fields are published on a Tab.) When you select a Trackor Selector, you can then select the appropriate tab from the Data Tab dropdown. The 5th Section is WorkPlans - When you select a work plan you can then select the type of Task Field from the WP Task Field dropdown. The 6th Section is Task By options - When you select a Task By option you can then select from the Date Pairs dropdown. | 
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6 | Depending on the selection in step 5, the selection options for the next field change. The field will either be:
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7 | Depending on the selection in step 6, the list of fields displays. Select the field for the filter and click OK. |
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8 | Complete your filter and click OK to return to the Project page. |
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Filtering by N/A on the Project Trackor Browser Page
In order to display all of the projects that have a certain task marked as N/A, you will use a filter on the Project Trackor Browser page.
Step | Instruction | Screenshot Help/Example |
|---|---|---|
1 | On the Project Trackor Browser page, click the “down arrow” beside the Filter name and click All. | |
2 | Click Edit on the Filter side of the form. | |
3 | Click the ellipsis for the first entry. | |
5 | Here you will make a selection for the App/WorkPlan Templates field. Scroll to the bottom of the list to find the work plan that will include the task in question and select the Workplan.
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6 | For the WP Task Field dropdown, select the T:N/A option. | 
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7 | Select the task and click OK. | 
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8 | The equals filter operator automatically displays. For the far right entry, click the dropdown and:
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9 | Click OK to return to the Project page to view the list of projects for your filter. |
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Filtering Trackor Type Templates
Some Trackor Types are set to “Can be a Template.” In these cases the Filter TB Template option displays in the filter creation form.
The “dropdown” field on the left will list out the templates that are offered. The user can pick one, and records created by that template will return in the grid.
The Checkbox field for “show templates” when checked will show the “templates” listed in the grid and non-templates (real records) will not display. This gives the user the ability to review the contents of the templates before they pick one to use.
Filtering Workplan Tasks
When you filter on Workplan Tasks, this operator appears as shown below.
S = Start Date
F= Finish Date
If you have a workplan task selected such as “Permit Complete (A),” then you have selected the “Actual” date and selected the “Finish Date” if “F” is selected here. 99% of the time, users should select “F” when filtering on tasks. This is because users mainly manage and report on the “Actual/Finish” date for reporting, so filtering the same will keep things consistent. For most users, the Administrator “hides” the “Start Dates,” so they are not really applicable in the filter, but they are there just in case.
