The Build Options! Part One

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00:02 Hello everybody, when you right click on one of these boxes, you'll get the build menus. There's actually a lot of power in this build menu and we're going to discuss each of these one by one.

00:15 So we'll start with the first one date. So let's say we're on an account list with pledges, and we're on the filter section accounts.

00:22 This filter will pull all accounts, which have at least one single pledge, where the date that that pledge was entered into my air was, now if we right click, we'll get the build menu.

00:35 You could just type in a date, but let's say you want to find the date. You want to make sure you're typing in the right format.

00:40 It'll just click around them date, and it puts it in properly. Click the green check. I know see it show up here.

00:47 So that's pretty simple, right? Ha ha ha. To intense hit, maybe you want to calculate something, 45 times 10, then click the green check, or maybe you want to switch the format.

01:03 There's different options that you could use over here, and then click the green arrow, and the field will populate correctly.

01:11 Now you'll notice that depending on what field we're using, certain options on the build will be grayed out, because not all the options applied to everything.

01:21 So we had an example of a date. We just gave an example now of an amount, and now let's give an example of list.

01:28 List we mentioned before, but let's just show it again. So we could have all the builds in one place. So the list actually is something that should be used whenever it's available.

01:38 The point of the list is to provide you with real options that your field may equal. Let's just give an example.

01:47 Let's say you want to find all accounts that have a certain association. So let's say you want to say they have associations where the association code equals.

01:59 And let's say you want to actually look through a list of association codes right here to choose one. Or let's say you know what association code you want to put here in the filter.

02:09 But you're not sure how you spelled it or you're not sure exactly what you spelled it correctly this time. So you want to actually choose it from the list so that you are sure it's correct.

02:23 Or maybe you'll spell it correctly now. But you spelled it wrong when you first entered into admire. So if we pick association code, we'll actually have a list of our association codes.

02:33 And we could choose one. Click the green arrow and it populates in the right place. You'll get used to it.

02:38 But list is available anytime it makes sense for it to be available. It's not going to work for names where you might have tens of thousands of names in an admire.

02:47 It's also not going to work for numbers. But for things that make sense for instance association codes, cities, states, occasions, the list is going to work.

02:58 Now we progress to the next few. Now these aren't complicated. But they're starting to get a little self explanatory. Presets are pre-filled fields.

03:13 There are two types of presets. There is current user. And then there's a few date presets. First of all, discuss current user.

03:21 So let's change over to something more relevant to current users. This filter will pull all accounts, which have at least one single pledge, which meets the following criteria.

03:31 Entered by equals. And we're going to say current user. So the entered by means the pledge was entered by a certain user in it.

03:40 Myr. There's also updated by that's the updated and existing pledge. But unless it's used updated by and let's open up the build presets, current user, and let's click the check.

03:56 It puts a neckohood, but it means current user. You're on it to touch it. It just means current user. So this filter will pull all accounts, which have at least one single pledge, which was updated by the current user.

04:08 Let's talk about the date presets. So let's say we're saying on our account list of pledges. We want to see accounts that have at least one single pledge that was entered on a certain date.

04:19 Now we could of course just pick a date. We could type it in or we could find it on the build.

04:24 But sometimes you want to reuse your filter. So let's say you know that you always want a filter that shows you pledges that were entered one week ago.

04:36 Every time you run this filter, you want to be able to without having to switch the date and type it.

04:42 You could also make a prompt that you could prompt for an exact date. But let's say you don't want to do any of that.

04:47 You just want to run a certain filter that you know it shows you pledges from one week ago. You can choose in the preset one week ago.

04:55 So now we're saying on our account list of pledges we want to see accounts, which have at least one single pledge.

05:02 We're in the date entered is the week ago. Now let's click on it and we'll click the green check. And we'll see it puts this little code here, which means one week ago.

05:14 Now we're going to talk about this code now. It doesn't actually matter which one you click on because whichever one you click on, it's going to give you the same string of code and you'll be able to edit it however you want.

05:24 But if you don't want to deal with that or you don't need it to be too exact, then you can click on one of these five one month ago one week ago when you're ago today.

05:33 Or yesterday and it'll just put the code and you won't even have to touch the code. Now, let's talk about editing this code.

05:39 So we'll start off here. Let's do yesterday and what is it's safe for yesterday? Date entered equals. So it has a money sign, a squiggly, a capital D line, all of that you could just ignore.

05:54 Here's where it starts. Zero. Why? Which is years? Zero M, which is months. One D, which is day. So you can easily change that however you want.

06:10 Years, months and days. It's the number to the left, the number right before the letter is the number that you need.

06:17 So let's say you want to make it three years, four months and seven days ago. So we'll back space here.

06:24 Let's do three years. Let's do four months and let's do seven days. Three years, four months, seven days. Simple. That's all you need to do.

06:35 You're not just limited to the presets that are mentioned on the build, but actually you can edit it however you want.

06:43 Often you're going to not just want from an exact date, but you're going to want within a range of dates or earlier or later than a certain date.

06:50 So it's important not to be confused. So let's say we pick more than this doesn't mean that the pledge was entered into my ear on an earlier date than three years, four months and seven days ago, which is what in normative English this would mean.

07:08 The date entered is more than three years for my seven days ago. That's not how you read it. You need to compartmentalize.

07:16 So first you figure out what is this date and then let's say this date is June 1st 1992. I don't know why I just thought of that, but let's say it's June 1st 1992.

07:30 Whatever. The date is greater than June 1st 1992. Now when we talk about dates being lesser or greater, we actually mean by lesser we mean earlier in time closer to Sheshithamabiratius.

07:49 Greater means a greater date, a bigger date, a higher number. June 1st 1992 is less than June 1st 1992. 1992 is bigger.

08:04 It's greater. All right. How do you want to wrap your head around that? That's the point. The earlier in history the date is the lesser it is.

08:12 So again this does not mean this filter will pull all accounts which have at least one single pledge. Where in the date entered is more than three years four months and seven days ago.

08:24 Rather it means this filter will pull all accounts which have at least one single pledge where in the date entered is a greater date is more than whatever this date is.

08:35 So whatever this date is this date is more than it. If we would do less than it. This filter will pull all accounts which have at least one single pledge where in the date entered is a lesser date than this date.

08:50 Whatever this date is if this date is June 1st 1992 then the date of the pledge on the account that we're looking for is a lesser date than June 1st 1992.

09:01 Which means it might be May 31st 1992 that would be a lesser date. It might be January 1st 1992. It will not be June 2st 1992 because that is a greater date.

09:15 Of course we were saying you could do equals and instead of just less and more you can also do equal to or less than or equal to or more than you can also do not equals to.

09:24 Now let's say you want all accounts that have at least one pledge that's dated within a certain date range. Now let's say the date range is between 7 to 14 days ago.

09:35 So we would say greater than and let's take these outlets put these back to 0. 0 years, 0 months, 14 and let's actually make it equal to or greater than.

09:49 And let's do another date entered equal to or less than. Let's just pick it again from here. This will we could actually just pick one week ago because it's actually exact and it'll say 7 days as we see over here.

10:00 So now again, don't be confused as to why I did the 14 greater and the 7 less. Think about it.

10:09 This date is 14 days ago. So let's say that's June 1st 1992. Greater than June 1st 1992 means a bigger date.

10:22 Well we're saying equal to or greater. So June 1st 1992, June 2nd 1992, June 3rd 1992, up to an including 7 days ago.

10:33 So we take the date that 7 days ago is and we say, not greater than that. So it's between 14 days ago to 7 days ago.

10:41 What's confusing over here is that in normative English, what we say is, ago we say between 7 to 14 days ago.

10:49 But when we're speaking in the language of the filter, since it's calculating the dates on their we say the exact opposite.

10:57 We say between 14 to 7 days ago. Because it's not really 14 to 7. Whatever date 14 days ago is, through whatever date 7 days ago is.

11:07 Okay. Now, it's confusing to wrap your head around. But if you think about it, as we saw many times with the filter, this is not something that really needs memorization.

11:17 It's more just getting used to it. You just need to realize that you're looking at a calculated little box over here.

11:25 And when you think about it from the computer's mind, this symbolizes a real date. And this symbolizes a real date.

11:32 Did entered greater than that date? I didn't enter less than that. Now, here's where it actually gets more confusing. But if you go past this last line and you go to the last number right before the squiggly, regardless of what you switch over here.

11:46 And if you switch that 0 to a 1, it changes this whole calculation to the future. So instead of being in the past, it's in the future.

11:56 Now, when do we have our dates in the future? Well, actually, we very often have payments that are dated in the future.

12:01 We could have many dates that are in the future. Let's just switch over to payments. So accounts that have at least one single payment were in the date of the payment.

12:10 Let's just pick one we could go because it already says 7 and we'll switch it to a 1. So this filter will pull all accounts which have at least one single payment were in the date of that payment is 0 years, 0 months, 7 days, one week, but not a go one week in the future.

12:35 So this will also pull all accounts which have at least one single payment were in the date is one week in the future.

12:41 You can also do greater than now here actually it fits more with normative English. In normative English, you would say more than 7 days in the future, like for instance, 8 days in the future, 10 days in the future, a year in the future.

12:55 And likewise, when you're looking at the code itself and you realize that the system is calculating the code in this box before it really inserts the code into the sentence, you still would say it actually simpler.

13:07 7 days in the future, more than that is even more in the future. And also have payments with dates more than 7 days in the future means the exact same thing.

13:18 And less than, also fits more easily with normative English because 7 days in the future is a certain date. Less than that is a date that's more in the past.

13:30 So it doesn't have to be in the past because we're 7 days in the future. If it's 6 days in the future, it'll also be less.

13:36 But it's not as in the future as 7 days. And as well when you see the sentence, you say it the same way.

13:44 This photo will pull all accounts which have at least one single payment. We're in the date is less than 7 days in the future.

13:52 So it's the same thing. Now to be clear, that's not actually it's really doing the same thing. It was doing when the one was a zero.

14:02 And it was talking about the past. And it was calculating this box first. And then it was saying the date is less than whatever this date is, the date is greater than whatever this date is.

14:12 I'm just pointing out that it's actually easier to read it when it's in the future. So we covered the first four of the build.

14:20 In our next video, we're going to cover the next two fields and prompts. Have yourself an absolutely amazingly fabulous day.