The Build Options: Tips 13-14

The Build Options:

Filter Tip #13:

You can access the Build Options by right clicking on the boxes after the Operators:

• Click the white check on the green circle to enter your choice.
  Note:

  Not all Build Options are available for each Field as it does not apply to it.  Unavailable options will be greyed out. 

Date:

• Allows you to find the date on a calendar.
• Use to make sure the date is in the proper format.

Numeric:

• Allows you to calculate an amount and put the value in.
• Allows you to switch the format (i.e. from the regular number to number with a decimal).

List:

• Should be used whenever available, as this give you the REAL options your field may equal.  
• Allows you to search from your REAL Admire data for the option you want.  This can help if data is misspelled.
• Will NOT be available for Names (LastName, FirstName) and numbers.

Presets:

• This inserts a code for a prefilled field:
  • Current User - will pull data from the current user
  • One Month/We
  • ek/Year Ago - pulls data from the previous month/week/year.
  • Today/Yesterday - pulls TODAY/YESTERDAY's data

Fields:

• Allows you to compare two different fields in Admire.  Comparing what was entered in 1 field to what was entered in the 2nd.
• The field options available are based on the Entity you originally selected.

Prompt:

• Allows you to reuse the filter, prompting for variables so you can run the filter multiple times with totally different criteria.
• Prompts on Admire:
  • on the Search Screens - Prompts show on the screen
  • in Report Wizard/Mail Merge - Prompts pop-up when you run it.
    It is important to know: 

    The words you type in the box next to Prompt do NOT mean anything to Admire.
    It is just a label for you to know what the prompt is asking for.
• To combine prompts (1 white box for 2 fields) Copy and Paste them so they are exact - then they will combine.
  • The Field must be of the same type to work.
• Prompt Choices:This is only available when there is an option to pull from an Admire List (List as explained above).
  • This gives you the Admire Data as a drop-down to choose from.
  • If you do not check it off, you can still type in the box but it will need to match exactly to what is in the database.
  • Option does not exist for these types of fields: Name, (LastName, FirstName) Date or Amount.
• The Fields:
  • Date - gives a calendar
  • Amount - gives numeric keypad

Filter Tip #14:

Keep this in mind when filtering for Dates:

When Filtering for DATES:

From this Date: > Greater Than - it means- a date that happened after this date.
Until this Date : < Less Than - it means - a date that happened before this date.
Using the <= & >= operators include the selected date as well.
Here is the classic Date Prompt:Use the instructions above on building prompts to create this.