- 27 Jun 2023
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The Build Options! Part Two: Fields and Prompts
- Updated on 27 Jun 2023
- 34 Minutes to read
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AI-generated Transcript by Loom.com
00:00 Hello, hello, hello. Fields option on the build menu allows you to compare fields in a admire. I've selected pledge list as the report.
00:13 I'm going to filter the filter section pledges and I'm saying this filter will pull all pledges which have a basic pledge information which meets the criteria set out over here.
00:25 Deet entered compared to a different field. So there's a field called date entered and there's other fields that might relate to a pledge.
00:36 Date entered either equals the same thing as those fields perhaps is less than or greater than those fields and it will take a look at a few of those.
00:46 So let's say on our pledge list, we want to see pledges which have basic pledging information. We're in the date entered field equals and let's look at the drop down for fields.
01:00 Of course it's going to be different based on what you entered here because the fields that you'll find on this drop down are our fields that you might logically wish to compare to each other.
01:11 So we're in the date entered equals let's say the pledge date. It equals the pledge date. Let's click the green check.
01:19 This pledge list will pull all pledges which have basic pledging information. We're in the date entered field equals the pledge date field.
01:28 Now I'm actually going to use date entered and pledge date as the example in this video. So in order that we have some level of clarity when we discuss it, I want to explain what the date entered field is in in contrast to the pledge date field.
01:43 And I also I'm going to show you where you can actually find both of those on on a pledge itself.
01:48 Here's an example of a pledge. All throughout in my ear, there are dates and times that the system enters. The system logs an official date and time that something happened.
02:00 It pulls this time from the official admirer time on your system that you'll see over here. Not this time actually.
02:09 This is just the time for my screen recorder now in this recording. But from this time, this is your official admirer time.
02:18 So that's where date entered. That's where logs will pull from. And there are also dates and times that you could enter.
02:26 So by pledges, you would say when the official pledge date is not necessarily the date that it's due. That would be based on the billing plan, the installment plan.
02:37 It's not necessarily the date that you have scheduled payments based on the payment plan or payments that you enter. It's just the date that you want the pledge to be considered and exist this.
02:48 So it could be the current day. That's the most common. The most common is that you're entering a pledge that you got.
02:55 So you put the pledge date. As that day, because the person made a pledge, you entered it. That was when the pledge was made.
03:02 That's the pledge date. Sometimes though, you're entering a whole list of pledges that you got from some campaign or that you wrote down.
03:09 And it's a bunch of pledges that happened in the past two weeks. And you're entering them all now into admire.
03:15 You want and you want to be precise. You'll likely want to put the actual pledge date that each of those pledges were made so that your system has a proper record.
03:25 Now, generally, you're not going to want to put a date that's in the future. Because if you're putting in the pledge, then obviously it already happened.
03:33 It obviously was already pledged. So if it was already pledged, how could the date be in the future? The date is either that day or maybe it was pledged a few days ago.
03:43 So the date is in the past. But how could the date be in the future? Now, if you were school and depending on your processes, you may enter the pledges at a future date.
03:54 But that's really not so common. So that's the pledge date. Now, now the date entered. Does not have anything to do with a data time that you choose.
04:05 And in fact, you don't change it. That's something that you enter. It's not something that you confirm. It's not something that you touch.
04:12 The date entered is a log. It's just the system logging when the pledge was entered into the admire system. So that's the difference between pledge date and date entered.
04:25 Pledge date is the official date that you're giving for the pledge. The date that you're saying, this is the date of the pledge.
04:32 And date entered is just a log that the system is making when the pledge is actually entered into admire in real life.
04:39 Now, since as we just said, it's not common for pledge to have pledge dates that are leader than the date entered.
04:46 It is likely that when you're doing some data cleanup, some data maintenance, you may want to search for all pledges, which actually do have a pledge date.
04:56 That is later than their date entered. If you pull up a list of those, you'll be able to quickly check which ones are valid.
05:03 And which ones were actually supposed to be like that. And the rest of them you'll see, we're not entered properly.
05:09 And you'll be able to fix your date so that you have precise data. So that's why you might want to compare the pledge date and the date entered.
05:17 In a filter so that when you pull up a list of pledges, you could clean up your pledges properly. Now, the heads up, the screens on this video, if you're paying close attention, may look a little bit funny because I'm actually an artistry straw.
05:33 So my admire time is actually seven hours ahead of the time that gets logged when I actually enter something into this admire.
05:42 Let's not something that you most likely have to think about most of our clients are in an Eastern time. If you are not on Eastern Standard Time, it is likely a smart idea to discuss the Nathcomenas of that with your consultant.
05:56 But let's go back to our filter. And actually I'm not going to show you the example on pledge list. I'm going to go to what you could use a pledge list.
06:03 But what you might likely be using if you're doing data maintenance, which is what go to tools, data maintenance, pledge maintenance.
06:10 Now this for anybody who's not familiar is a common screen that you'll probably use in the financial office. This is an easy way to look at lists of pledges right here.
06:21 You can spreadsheet form. And you can easily make small edits to any pledges that you select or delete pledges. It's a pledge upkeep screen.
06:32 And we even see if here we have an update pledge date option. You'll actually be able to update the pledge date right over here, as soon as you find ones that are incorrect, you'll be able to update them properly right over here.
06:44 So let's just click search without a filter for now. And over here we see a list of a lot of pledges.
06:50 Now over here in the column called date, we have pledge date. We actually do not have the date entered into admire on these columns.
07:00 But if we filter properly, this still could be an easy screen to use, and you'll be able to update easily.
07:05 There are actually some hidden fields here, for instance, pledge ID. We expand, so it's smart to try to expand the fields.
07:13 You know, it was checked. You hover your cursor right at the edge over there. And then you can drag it out if there's anything available here.
07:19 We have pledge occasion ID. But actually, there is no hidden column here on this look up of date entered into admire.
07:26 So if you want to actually see a full spread of columns, including the pledge date, and the date entered into admire on export, pledge list, you will actually see both the pledge date column.
07:40 And if you move along over here, the pledge date entered column as well. So you could actually compare them both together.
07:48 You can move them next to each other. If you want, or if you actually click here to save export, then once you download it to your computer, you can take away the other columns or move the columns permanently to be next to each other.
08:03 But let's just stay on the pledge maintenance screen. We'll click search again so that these columns leave us. And I want to just see these extra columns right now for no reason.
08:12 And here we have our little spread that we're looking at. So these are the pledge dates. And we're not going to see the date entered here, but we're going to filter.
08:21 But we are going to filter by comparing the pledge date with the date entered. So let's actually click our filter on and let's view and edit our filter.
08:33 So this filter will pull on this pledge lookup spreadsheet over here. This filter will pull all pledges which have basic pledge information where in the date entered is an earlier date than the actual pledge date that you entered.
08:49 Let's click okay search. Let's just take a look at a few of them. So let's take this first one. Let's click on it.
08:56 We have a pledge with a date of October 2nd, 2014. And according to our filter, the date that this pledge was actually entered into the October 1st, 2014 or any earlier date.
09:15 Click on the open pledge button over here and that will take a straight to the pledge. So we have a pledge date as we saw of October 2nd, 2014.
09:25 Let's move this so that we could see it again here. October 2nd, 2014. That was the official date. And the date was actually entered into the system is going to be earlier and indeed it is.
09:36 It's about two months earlier, August 4th, 2014. That's fine. Let's find the random one. Finkel. It's in Hana. We see the pledge date is September 1st, 2014.
09:52 Let's open up the pledge and we see that the date entered is a little bit earlier. August 7, 2014. So if we open up our filter again.
10:01 So what we used less than we said that on our pledge look up spreadsheet, we want to see all pledges which have basic pledge information.
10:12 We're in the date that the pledge was automatically logged as entered into the admire system. Is an earlier date in time that the official pledge date that you entered.
10:23 And of course, as we said, we can use other symbols over here. And we can we can do greater or not equals.
10:29 There's a whole list of fields to pick from. First due date invoice print date last due date last payment. There are many fields you can use.
10:39 And of course, as we said, this drop down is going to be based on what information you enter here. But that's the idea.
10:46 There's ones that are more obvious. There's ones that have to do with names. There's ones that have to do with account IDs being the same as specific account ID.
10:54 A student account ID with its parents ID. Each or whatever you select is going to have its own options and its own uses.
11:02 The point is to stop and think if it could be useful for you to use something like this. And then check if the field is available.
11:12 You may not always be available. The fields will not take into account every possible comparison you may want to make.
11:20 But if you want to filter by field, you likely will find it here. And that could be very helpful for you.
11:25 So we're going to move on to prompt now. But just to sum up what the field's option on the build.
11:31 It's a way to take two fields that pertain to the same thing and compare them to each other. Moving on to prompts.
11:36 Prempts are prompt are quite straightforward prompts allow you to create a prompt when you use this filter. So let's say for instance, let's just stay on pledges.
11:49 We'll keep our pledge look up on the pledge maintenance screen. We'll filter the pledge section and we'll say we want to see pledges that have basic pledging formation.
11:59 Well, let's not use date entered. Let's use a more common field that you might be prompting for. You could prompt for date entered too.
12:07 But let's use something more common. Maybe a mount. So we want to see pledges on this list. We're in the amount of the pledge is let's say and you can pick anything here.
12:18 But let's say is greater than and we could type in let's say 500. And this would say we want to see pledges that have a mount greater than 500.
12:28 Now let's say instead of that we don't want to always have to make new filters. Or we don't want to always have to choose a new filter from the drop down.
12:35 We don't want to make a million of them. So we just want to say that this is our mount filter.
12:39 So let's just say let's give this filter a name. I mean this doesn't matter. I'm just just to make it easier.
12:45 The name makes no difference. But let's just call this pledge amount prompt. To this will be our pledge amount prompt filter.
12:52 And all this is going to filter for is an amount of the pledge. So let's say we want to see pledges which have basic pledge information.
13:00 We're in the amount is greater than instead of saying 500, we're just going to make a prompt. And we're going to say greater than.
13:08 And we'll click the green arrow. And now if we click OK, we'll see that once we select this filter, a prompt will come up, labeled greater than.
13:17 And we could say 800. And let's click search. Now all of these amounts, we can sort from lowest to highest.
13:27 And we are not going to see any pledges that are either equal to $800 or less than it, because we said it has to be greater than $800.
13:36 So let's sort over here from lowest to highest. And we'll see amounts. All the amounts here, the lowest one is 819, right?
13:43 We could flip back and forth. The highest is a million. The lowest is 819. There is nothing that is either equal to or less than $800.
13:51 Everything is more than $800. If we were type in $5,000, we would only see pledges that are greater than $5,000.
13:59 Click search. Let's sort again. The lowest one is $5,245. If we type in 10,000, we'll only see pledges that are greater than 10,000.
14:09 Let's click search. And the lowest one is 10,250. Now, I'm about to go back to the filter builder to show them clearly exactly what we did over here and what your different options are.
14:21 But first of all, I just want to show you where the prompt shows up. So here we showed on the maintenance screen.
14:26 The prompt will show up right over here. We can add more than one prompt. They'll all show up here on top.
14:32 Whenever we have a maintenance style screen, for instance, in school browser, if we would go to students, we can create filters here that will have prompts and the prompts will show up over here.
14:42 There also are some report IDs, for instance, student look up by name, which have built-in prompts. And even when they have their own prompts, you can add additional prompts as well.
14:53 And they'll all show up over here. Now, prompts on the report wizard, both for reports and for as well as on the mail merge screen, hop up after you click to run them.
15:05 Now, sometimes it shows you some options that you need to select, based on the report itself. These are not options that I inserted.
15:15 These are options that the report is asking for. It wants enough if you want to show totals, how you want to sort it on some report.
15:22 It'll allow us to enter a certain date or a date range. And if we click OK, let's just ignore these.
15:29 Then we'll get to the prompts that we put in to this filter. So we can see over here greater than this is the prompt that we just made.
15:39 You'll be able to type in an amount. Type in let's say 800 and OK, and now let's see. We zoom in.
15:49 We will not see any pledge amounts for $800 or less. We will only see pledge amounts for more than $800.
15:56 Now when you automate the automation, the report, the export, the filter itself may have prompts. So I'm not going to explain this now because this is way too off-topic.
16:10 But just since I'm showing you where you find the prompts when you create prompts on a filter. So I showed you in the maintenance screen, they just show up on tap.
16:19 And on the report wizard, they pop up when you try to run the report. On advisor, when you're creating an automation, an automation obviously does not allow for you to select from prompts each time because of their report or updated, et cetera, is going to be automated.
16:37 It needs to be able to just run on its own. So you parse the variables over here on this first tab of the automation, and the data tab you won't always have variables to parse.
16:49 But if the report, the filter, et cetera, comes with different variables that need to be selected, you would select the parse variables button and select them.
16:59 Now, save a native acid with presets. As we discussed on our last video, a preset will say, take the data from one week ago.
17:07 So you'll have the option to be here to either save or not save, saving would say that it no longer will be one week ago.
17:15 It's just going to whatever date one week ago is when you create the automation, and not saving is going to say, no, it actually each time we'll look at one week ago.
17:24 We're not going to discuss that now at all. I just wanted to show you where the prompts would show up when you're doing an automation.
17:32 And this is more complex. You have to know how the automation's work, how it vise your works. Don't pay any attention to this if you don't know about advisory.
17:40 Obviously, it would be great to learn it properly, but that doesn't have to do with us. I just wanted to show that.
17:45 Okay. So let's get back to explaining how the prompts actually work. So for here, we said that we want to see pledges on this list.
17:53 We're in the basic pledging formation meets the following criteria. The amount of the pledge is greater than whatever amount we put into the prompt.
18:04 So we can say it's less than we can say it's equal to our greater equal to our less than we can choose anything, but but here we give the example of the amount is greater than than the amounts we put into the prompt.
18:17 Now, if we go back to the build menu, it's important to if we start again, if we if we delete this and we just right click we go to prompts.
18:29 All we need to do is type anything into this box and click the green check. What we type here does not actually matter what matters is what you wrote in the filter.
18:42 You wrote that you want to see pledges we're in the amount of the pledge is greater than whatever is in this field.
18:49 So if what's in this field is the number 800 then this filter would mean we want to see pledges we're in the pledge amount is greater than 800.
18:59 If what's in this field is a prompt then it means we want to see pledges we're in the pledge amount is greater than whatever you put into the prompt.
19:10 You could write 800 into the prompt, a thousand into the prompt, et cetera. And it'll mean that the amount of this project would link the cost of a bid, twice a month, a thousand into thebu.
19:50 And then if we go back and edit it, what our filter actually said is we want to see pledges which have an amount that is greater than whatever we put into the prompt.
20:03 So let's just type 10,000 into our prompt. And we'll see that it'll only search for pledges that are greater than 10,000, even though the name of the $250, the highest amount is a million.
20:21 So this successfully prompted for what we want the pledge amount to be greater than. And it worked perfectly, even though what we typed in and what showed up here was gibberish.
20:31 So you just need to type something into this box and then it will create a prompt. We use this box to be an appropriate name for the prompt.
20:42 Of course, it would be silly to type what would make sense would be to type in a prompt that shows the user you might use this in a long time.
20:51 You might forget a different user might use this what makes sense would be to show what this prompt is doing.
20:57 You certainly need it if you have a few prompts. You need to see what this prompt is doing. We need to label the prompt in a logical way.
21:04 So that's why it would make much more sense to say greater than. And then click the check. It doesn't matter the fact that I wrote greater than did not change what the filter is doing when I have the gibberish when I have greater than is doing the exact same thing.
21:18 It's saying we want to find pledges that have an amount that's greater than what we enter into this prompt. But when I type in greater than it just makes the prompt more understandable.
21:28 Now let's say we want to see pledges within a certain range. So we could of course create a range without any prompts, right?
21:37 We could say 800 and let's say amount is less than 1000. It probably would make sense to equal to our greater than over here.
21:47 We want to see pledges that have an amount that is equal to our greater than 800 dollars. And at the same time is less than a thousand dollars.
21:56 But if we wanted to do a prompt, we would go to the build menu, go to prompt and say greater than or we could even be clear.
22:05 We could even say equal to or greater than. You could write anything you want. Check and amount is less than.
22:13 And let's do less than check. Now we have two prompts. One prompt is going to be called equal to or greater than one prompt is going to be called less than.
22:21 It doesn't actually matter that they're called that that's just for clarity. And now we see we have equal to our greater than and less than.
22:28 So let's say equal to our greater than 800 dollars. Less than a thousand dollars. Let's click search. And if we look at the amount we have the lowest amount is 800 dollars.
22:40 The highest amount is 940 dollars. Now let's just give another example. Let's say I want to say I want to see pledges.
22:48 We're in the date entered. Not the date that you picked with the date that the system logged. So we're in the date entered equals and let's do a prompt.
22:56 Let's just call it date entered. That's probably the most logical thing to call it. We could do equals. We're looking for date entered from a specific date.
23:04 And this will be a prompt for the actual date entered. If we wanted to do greater than or less than, we could do that too.
23:10 It would probably make sense to change what the prompt is called to indicate that it's greater than or less than.
23:15 Now let's say we want to say the date entered is the date that we put on this prompt. Or the pledge date is pledge date is what we enter into the prompt.
23:27 So we just made a prompt for pledge date. And we're not putting it as an end. If we put it over here, of course, it would be.
23:34 We only want to see pledges. We're in the date entered is the date that we put into the prompt. And the pledge date is the date that we put into the pledge date prompt.
23:43 We could do that, of course. But instead, we're doing over here in this example, we want to see pledges. We're in the date entered is whatever we put into the date entered prompt, or the pledge date is whatever we put into the date prompt.
23:55 Let's click OK. And they're automatically both filled out for today. I'm just going to leave it like that in this example.
24:02 So this means that we only want to see pledges on this list. We're in the date entered is June 18, 2023.
24:09 Or we're in, even if that's not the date entered, the pledge date, the official pledge date that you put into the pledge that you actually type into the pledge is June 18, 2023.
24:19 Let's click search. And there are three that either have a right entered or a pledge date of June 18, 2023.
24:27 So over here, it's simple. There are two on a count ID 295 that have a pledge date of June 18, 2023.
24:35 This date column is pledged date. And if we look at this one, it's in April. It's not the correct date.
24:41 But I'm sure we'll find that the date entered, which if we open up the pledge, we'll be able to see the date entered.
24:46 The day entered is yes indeed June 18. And therefore it showed up as well. Now let's say you only want to make one prompt.
24:53 You want to say that either the date entered or the pledge date has to put you put into this prompt.
24:58 Here you actually have the option to make these dates different, where we could say either the date entered is June 18 or the pledge date is let's say March 18.
25:08 But you want to say one box. And if the date entered or the pledge date equals the date that you put into the Fx, then you want the pledge to be pulled.
25:17 So how would you make one box for two different fields? The way to make a prompt is we've been showing is that you put a field.
25:24 And instead of saying what it equals or is greater than or less than, you just click on build and you select a prompt.
25:29 But how could you make one prompt applied to two fields? Well the way to do it is simply to type in this for both prompts.
25:37 Now I will just mention that there are technically a few criteria for the prompts to be able to join together.
25:45 They have to be the same type of field. It's not going to combine a prompt for a name field with a prompt for a deep field, for instance.
25:54 Even if both prompts do have the exact same name. And also if you're going to have a drop down for the prompt as we'll discuss in a minute, if you select to have a drop down on both prompts and they're different fields, then it's not going to join the prompt.
26:09 But in general, when you want to have a joint prompt, it naturally is going to be the type that's going to work.
26:16 We therefore on this video are just going to leave it at that and we'll just consider more explanation to be beyond the scope of this video right now.
26:25 Okay. So you're putting in the exact same name in both prompts. Here, let's put in this name. You can even put a colon if we want to be fancy.
26:34 But we're going to put the exact same one by pledge date. So to make sure we do with exactly the same one, we don't make any stakes.
26:41 Let's just copy this and we'll see over here. Let's paste it over here and let's click the Guinawa. So basically what we're saying is whatever we enter into the prompt has to equal either the date entered or the pledge date.
26:54 Let's click okay and we see exactly what we typed in. Again, just one little box as we said date, date, date, and then the date that it guesses for you that it puts an automatically.
27:06 You could change it obviously but in the date that it guesses, it already switched to June 19th because in our sister all it's past midnight over here, unfortunately.
27:15 But anyway, if this box equals either the date entered or the pledge date because that's what we wrote in the filter.
27:20 Again, it doesn't matter that we wrote that here but that's we wrote in the filter. Then we should pull that pledge.
27:26 So let's click search and I don't think we're going to have anything. Yeah, of course it's empty because the 19th is not going to make sense.
27:33 Let's go back to 18 and we're going to find the same three pledges that we just had here as June 18th, June 18th and this one again as we showed a second ago if we opened the pledge, we'll see that the date entered was June 18th.
27:47 And it's important to realize that the promise can be used everywhere. You can use them in the school module. You can prompt for specific school terms.
27:54 You can prompt for specific classes. You can prompt for names. You can prompt for many many things. Now those two more things I have to show you about prompts.
28:02 One is if we look over here, there's an arrow, but this is not a real drop down. This is just an easy way to select the date.
28:10 The filter realizes that this prompt is for a date field. So it's giving you an option to select a date.
28:15 If it would be a number field, it would give you the numeric pop up, but it's not really giving you a drop down of options to select from because that would make sense over here.
28:25 If we would prompt for a name, it also wouldn't be giving you a selection of options. But if you remember on the build, we had the idea of the list.
28:35 Let's give an example that actually makes sense over here. Let's delete these. Let's say pledges were in the occasion name equals and we had the option of a list.
28:47 So that we could actually choose an occasion that might possibly be the the correct occasion that we want to choose as opposed to perhaps spelling something as we discussed previously.
28:57 So the same way that you might want to have a list to choose from when you're filling out a filter.
29:01 If you create a prompt, you might also want to have a list. You won't always be able to have a list the same way that we don't always offer list when you're filling out a filter in the regular manner.
29:12 But for a occasion name, a association name, an options like that, you will have a list. So for things that you could have a list, you also will have the option to create a list on your prompt, which means that when you actually use the filter and you're going to fill out that prompt, you will have
29:29 a list to help you. And you'll be able to select from that list. How do you create a list on your prompt?
29:36 You select choices. This choices and parentheses refers to this box over here. And if you select this box, it'll give you choices.
29:44 It'll give you a list. Here it's great out because list is great out. Offer lists for notes. Not when you build a filter.
29:51 And not when you have a prompt. So it's great out. But let's say we go to a occasion name. We could actually select an occasion name now from a list and just make a regular filter.
30:01 As we see over here, it's not great out. Or over here, you see it's not great out. We can let's say call our prompt occasion name.
30:08 And we could check off the choices box. And this will give us a list. So let's click the green check.
30:15 And let's now we have to fill in the box. So we can enter anything. And now this box is not going to simply allow us to type in anything we want.
30:27 It's actually going to keep us only selecting from occasion names in an admire. So we can type and it'll only allow it through if it is valid.
30:36 Or we can actually click the drop down and scroll through the drop down. And we can select one from here.
30:42 And let's click search. And we'll see all the pledges on this demo system that have been made for occasion campaign 2018.
30:52 If we would go back to our filter and actually unclick the choices box and then click the green check again and click OK.
31:00 We would not be limited to occasions here. We could then type in gibberish. Click search. Of course nothing will come up.
31:07 But the filter will force us to use names from the list. It will also not help us with a list.
31:14 It will let us just type in anything. Now let's say you want to create a prompt using the operators like or not like.
31:21 So as we actually showed previously, there are real smart searches in admire. The magnifying glass symbolizes a smart search. There are some report IDs that will even come with smart searches.
31:33 For instance, if we go to students and we go to student look up by name, even without a filter, there's a prompt over here, which is saying we're going to look up a student by name.
31:42 This is a smart search. You can type in let's say R and click search. And every student here will have the letter R in their last name.
31:53 If we were to type in let's say REW, would have to have that. If we were to type in let's say REW, would have to have RE in the student's last name.
32:03 Baron Hall's Brenner, Brenner, Brenner, Brenner, Brazil, Ris, Shriver has RE also. However, smart searches that are created by users as we've discussed are not pure smart searches, they need a percentage sign.
32:20 So let's say we wanted to say the pledge has an occasion name. Like we would have to put a percentage sign.
32:28 We could say like percentage sign or E percentage sign. We discussed the percentage signs work. So if we click edit and we add a prompt, we can say that we want to see pledges on this list.
32:42 We're in the occasion name is like we could just put a prompt. We could type in anything again. We could type in gibberish.
32:49 Selecting choices would actually be very silly if I want to do a smart search because that's just going to ruin the smart search.
32:56 It in effect will change the smart search to equals because it's saying you could only pick from real occasions. So that means it's not going to be a smart search.
33:04 It's going to make me actually type in a full proper occasion name. We were not check off the choices box.
33:11 If we're doing a smart search, click the green checkbox, click OK. And now if we type in RE, then what will come up?
33:19 Let's click search. Nothing because when you're doing a smart search, you need percentage science. And without percentage science, a smart search won't work.
33:30 And so we could do again, the same thing that we had typed in when we showed it with the adaprompt.
33:34 Let's just type in the exact same thing. Percentage sign are percentage sign E percentage sign. And let's click search. And we will see that we have Raffle, which has R and then E.
33:45 And we have Coradia R and then E. Etc. As we showed, now of course in general, you wouldn't be putting in gibberish because that's just silly.
33:54 So you would type in something that made sense. You would probably be typing in a occasion name. But over here, you want to do more than just type in a occasion name.
34:03 A occasion name is what you would type in if you were saying a occasion name equals. And then you made a prompt for the occasion name.
34:09 So you would type in a occasion name probably. You could choose anything with that's probably a smart thing to type in.
34:13 Here, you're saying it's a smart search. Now how will you know if it's a smart search? If you click the green check and you click OK, all you see over here is an occasion name.
34:22 You don't realize that actually it's a smart search. So what's a smart way to indicate that? So you can do it however you like.
34:28 You can type the word smart search. You can actually write a occasion name. And then a parentheses just write smart search.
34:36 You could even write smart search comma use Presentive sign. Close the parentheses. Click the check. Click OK. And now it's a occasion name.
34:47 Smart search. You use presentive sign. See that's great. Now let's actually do it. R. I'm let's do it properly. How we did it before.
34:54 Oh, I'm a state tech the e in capital. But it's not case sensitive as we know. Let's click search. And again, we'll have the exact same list that came up for RE again, RE, etc.
35:05 With all of them transportation RE, it's not even in the same word. But it does have an R and then in the occasion name.
35:14 What what we commonly suggest than use is just to type in the logical name of the prompt. And then just to add an a presentive sign as like a simmin that you should use a presentive sign.
35:27 Just click the green check. Click OK. And there you just have a occasion name with a presentive sign and you realize that it's a smart search and not only that it's a smart search, but it reminds you that you need to use a presentive sign.
35:38 But you could do what I just showed, which is more explanatory and more clear. It actually explain it smart. So we set a bunch of times.
35:46 What you type in here is not what's going to decide how this prompt is going to interact. What you type in here is just to explain to anybody who uses this filter, what this prompt is being used for.
36:01 What matters on a prompt and this is the most important thing to realize about a prompt. What matters on a prompt are the exact same factors that matter without a prompt when you just type in a filter in the standard manner.
36:13 The entity, the field, the operator that you chose equal, greater to like, not like, etc. And then the prompt is just saying that instead of typing in here, we're actually going to prompt you for it.
36:25 But other than if you're trying to make one joint prompt as we discussed a few minutes ago, when it still doesn't really matter what you type, but it does matter that both prompts have the same exact letters, characters, whatever.
36:40 But other than that, what you type here does not matter. You do have to type something. It won't allow you to have a prompt if you don't type anything.
36:48 But as long as you type something here, and then you click the green check, it'll work. Have a wonderful rest of your day until next time.