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Identity Manager 8.0 - Web Portal User Guide

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Custom Filter Conditions

At certain points you can define custom filter conditions. The filter conditions are formulated like a condition (WHERE clause) for a database query.

You can use a wizard to collect the queries. Each condition is displayed in a special control in the wizard.

The wizard is available in different places in the Web Portal, for example, in the People view.

NOTE: This function is not available on mobile devices.

To open the filter wizard

  • Select the entry Open filter wizard in the View Settings menu.
Detailed information about this topic

Creating Filters with the Wizard

To create a filter with the wizard, first select a column, edit the conditions and comparison operators. Once these settings have been configured, you can apply the filter.

To create and apply a filter with the wizard

  1. Open the filter wizard from the table you want to create the filter for.
  2. Select the column in the filter wizard.
    1. Click At least one entry exists and specify whether the column should reference or be referenced from other tables.

      The following views are available.

      Table 18: Views in the Filter Wizard

      View

      Description

      Value comparison

      Compares the values of the selected columns.

      These columns are part of the table you want to apply the custom filter to.

      The advantage of using the where clause wizard is that you can select all the table's columns as opposed to the filter function, which only provides a default selection of columns.

      References to other objects

      Creates a n:1 relation.

      Select the desired table B in this view. Several data records from table A can be assigned to one data record in table B. A data record in table A cannot be assigned more than one data record from table B.

      References for assignment tables

      Creates a 1:n relation.

      Each data record in table A can be assigned to several data records from table B and vice versa. These relations are realized through a third Table for realizing assignment tables Assignment table only contains the foreign keys of the other tables A and B.

      References of other objects

      Creates a 1:n relation.

      Select the desired table B in this view. Several data records from table B can be assigned to one data record in table A. A data record in table B cannot be assigned more than one data record from table A.

    2. Select Select the desired column in the Filter wizard view.

      This inserts a control for the first condition.

      Figure 1: Filter Wizard with Examples of Conditions

  3. Enter the condition and configure the following settings:
    1. Enter the comparison value.

      You can enter a date, numeric or text value. The type of value depends on the column.

    2. Change the comparison operator.

      To change the comparison operator, click on the comparison operator "is less than", for example.

      The type of comparison operator depends on the column type. The following comparison operators are available.

      Table 19: Comparison Operators

      Value Type

      Operator

      Description

      Text

      equals

      Searches for the same text string.

      precedes the word in the alphabet

      Searches for all results that precede the given text alphabetically.

      follows the word in the alphabet

      Searches for all results that follow the given text alphabetically.

      not equal

      Searches for all results that do not correspond to the text.

      is contained in

      Searches for all results that contain the text.

      contains

      Searches for all results that contain the text.

      starts with

      Search for all results that begin with the given text.

      ends with

      Search for all results that end with the given text.

      is equal or precedes the word in the alphabet

      Searches for all results that either contain the given text or precede it alphabetically.

      is equal or follows the word in the alphabet

      Searches for all results that either contain the given text or follow it alphabetically.

      Numeric

      is less than

      Searches for all results that are less that given number.

      is greater than

      Searches for all results that are greater than the given number.

      equals

      Searches for all results that are equal to the given value.

      is less or equal

      Searches for all results that are less than or the equal to the given number.

      is greater or equal

      Searches for all results that are greater or equal to the given number.

      not equal

      Searches for all results that do not match the given number.

    3. Change the Boolean value if the option is available.

      The value is False by default. If you change the value to true, data appears that matches the content of this column.

    4. Negate the condition by clicking applies.

      The condition statement is reversed and the data displayed after filtering, does not match this condition. This setting is not available if the Boolean option can be set.

    5. Use the operators and or or if there is more than one condition.

    NOTE: Remove the control by clicking .

  4. Insert another expression with <<Add expression>> and repeat this step if required.
  5. Perform one of the following tasks.

    1. Apply the filter by clicking Apply.

      This returns you to the original view where a message alerts you to the active filter wizard.

    2. Close the wizard with Close.

Handling Controls

The filter wizard view can quickly become confusing if several conditions are used with different controls. In this case, you can expand or collapse the conditions with your controls.

To expand or collapse controls.

  1. Perform one of the following tasks.
    1. Click Collapse all in the Filter wizard after you have a applied a filter with multiple conditions and controls.
    2. Click Expand all if the controls are collapsed.

Technical Names of Database Columns

If you want to view the technical names of a database column instead of the display names, you can change the display settings.

To display technical names of database columns

  1. Open the filter wizard.
  2. Click Show technical name.

    This displays all the table and column names that occur in the filter wizard with their technical names.

  3. If you want to view the table and column display names again, click Show display name.
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