The "complex filters" offer substantially greater filtering possibilities compared with the basic filters:
Combining multiple basic filters
You can combine up to five basic filters in a complex filter. WebTerm then displays only those entries that match all the filter criteria.
You define the filter fields and field entries for the individual criteria in the same way as for the basic filters. You can combine multiple basic filters that relate to the same field.
Saving and re-using different filters
You can save complex filters so that you and perhaps other WebTerm users can re-use them at any time.
For complex filters you can specify additional settings that are not available for basic filters (e.g. matching case or applying filter criteria to the target language; see here).
This function is an optional feature
Please note that this function is an optional feature and has to be enabled on the WebTerm server. For more information, please contact our sales team. |
In the case of complex filters, WebTerm distinguishes the following filter statuses:
Own filters/other owners' filters
"Own filters" are complex filters that you have created and saved. Complex filters that other users have created and saved are "Other owners' filters".
For the filters that you create, you can specify whether they are public or private.
"Public filters" can be used by all WebTerm users. And that also means you can use public filters created by other users. "Private filters" are available only to the administrator and users with the same user name. No other users can use them.
Access and editing permissions for complex filters depend on whether you are an administrator:
If you are not an administrator, you have the following options:
You can use, view, edit and delete your own filters
You can use and view public filters created by other users
You can duplicate and edit public filters created by other users and save them as your own
If you are an administrator, you can use, view, edit, duplicate and delete all filters - even private filters owned by other users.
For complex filters you can define additional settings that are not available for basic filters. You can select or deselect the following settings for each individual field of a complex filter:
You can apply your own complex filters or public filters owned by other users.
If you are an administrator, you can also apply private filters owned by other users.
Other owners' filters may have been altered
If you regularly use another owner's filter, you should be aware that the owner may alter the filter settings from one occasion to the next. However, you can duplicate the public filters of other owners and save them as your own (see here). |
1 Open the Filter menu in the Settings area.
WebTerm shows the following filters in the Complex filters list:
All public filters (preceded by an asterisk *).
If you are an administrator: the private filters of other users
2 Select the complex filter you wish to apply.
The next time you perform a search, WebTerm will apply the filter and only display those data records which match the criteria of the complex filter.
Please note that WebTerm does not save any filter settings when you click the Save button. This prevents you inadvertently performing searches whose results are limited by filter settings the next time you log in.
To view and edit the settings of complex filters, you work in the filters overview. To display the overview, open the Filter menu on the Settings panel and click the Edit button next to the Complex filters list.
WebTerm displays the overview detailing the following information:
Owner - user who created the filter
Public/Private - indicates whether the filter is also available to other users (see here)
Comments - additional remarks about the filter
Depending on your user permissions and the filter statuses, you have the following options:
Adding a complex filter - see here
Viewing and editing a complex filter - see here
Duplicating and editing a complex filter - see here
When you add a new complex filter, you create a new one from scratch. Alternatively, you can also duplicate an existing complex filter and then modify it (see here).
1 Open the Filter menu on the Settings panel and click the Edit button next to the Complex filters list.
WebTerm displays the filters overview (see Fig. 8-7).
WebTerm then displays the following window:
3 Enter the administrative details in the top section:
Name - display name for the filter
Owner - your user name is automatically entered and cannot be altered
Public - select this option if you want the filter to be public. That will allow other users to see and apply the filter as well (see here).
Comments - it is advisable to enter brief remarks to explain the purpose of the filter. This is particularly useful in the case of public filters when it can be of assistance to other users.
4 Specify the filter criteria in the table rows that follow. You can combine up to five basic filters:
Filter field and Field entry columns - filter field and filter criterion
As with the basic filters, there are the following possibilities (see also the section "Using basic filters"):
You can select field entries from a list. For various fields, you can use the Edit button to open a window in which you can select the item you require from a list (e.g. when selecting users, dates, dictionaries).
You can enter the field entry manually (except for date fields). You can define multiple entries as alternatives by entering the pipe character ( | ) as a separator.
Following columns ( Match case etc.) - additional filter settings (see Table 8-2).
If you require fewer than five basic filters, select the item No filter on the unused rows.
5 To save the filter, click OK .
WebTerm checks the entries made and saves the filter.
If the filter is public, WebTerm displays a message reminding you that other users can use it.
WebTerm closes the window and displays the updated filters overview.
6 Click Close to close the filters overview.
If you want to apply the filter, select it from the Complex filters list.
You can view the settings of your own filters and other owners' public filters.
You can also alter the settings of your own filters. When doing so, remember that your public filters can also be used by other users. You can use the Comments box to draw attention to changes.
If you are an administrator, you can also edit public and private filters owned by other users.
1 Open the Filter menu on the Settings panel and click the Edit button next to the Complex filters list.
WebTerm displays the filters overview (see Fig. 8-7).
2 Click the Edit button next to the filter that you want to view or edit.
WebTerm then displays the following window:
3 Change the filter settings as required.
For doing so, you have the same functions at your disposal as when adding a new complex filter (see here).
You can also use the Comments box to draw the attention of other users to changes to your public filters.
4 To save the filter, click OK .
WebTerm checks the entries made and saves the filter.
If the filter is public, WebTerm displays a message reminding you that other users can use it.
WebTerm closes the window and displays the updated filters overview.
5 Click Close to close the filters overview.
If you want to apply the filter, select it from the Complex filters list.
You can duplicate an existing filter, modify it and then save it with a new name. That means you can also duplicate another owner's filter and save it as your own.
1 Open the Filter menu on the Settings panel and click the Edit button next to the Complex filters list.
WebTerm displays the filters overview (see Fig. 8-7).
2 Click the Edit button next to the filter that you want to duplicate.
WebTerm displays the filter details (see Fig. 8-9).
3 To duplicate the filter, click Duplicate .
WebTerm then duplicates the filter:
Enter a name for the new filter in the Name box.
4 Change the filter settings as required.
For doing so, you have the same functions at your disposal as when adding a new complex filter (see here).
5 To save the filter, click OK .
WebTerm checks the entries made and saves the filter.
If the filter is public, WebTerm displays a message reminding you that other users can use it.
WebTerm closes the window and displays the updated filters overview.
6 Click Close to close the filters overview.
If you want to apply the filter, select it from the Complex filters list.
You can delete your own filters. When doing so, remember that your public filters can also be used by other users.
If you are an administrator, you can also delete public and private filters owned by other users.
1 Open the Filter menu on the Settings panel and click the Edit button next to the Complex filters list.
WebTerm displays the filters overview (see Fig. 8-7).
2 Click the Delete button next to the filter that you want to delete.
WebTerm displays a message for confirmation.
3 Confirm or cancel the deletion:
If you are sure you want to delete, confirm by clicking OK .
If you do not want to delete, click Cancel .
