Field Name

The drop-down contains the account fields available for filtering.

Op

The Operator. When combined with search criteria, the operator defines a condition that a record must satisfy to be selected. Operators can be typed or selected from the drop-down. If this is blank and you enter selection criteria, the default operator is = (equal to). See Operator Meanings and Rules below.

Criteria

Values that the operator in the Op field are applied to. To search for records that have no entry for a field, use the operator = and leave the Criteria field blank. For some fields, criteria can be selected from a drop-down list.

You can use the ? and * wildcard characters. For alpha-numeric fields, upper and lower case are ignored.

For Date fields, all the numeric operators except +- can be used. To search for a date in relation to the System Date, enter DATE, followed by + or -, then the number of days before or after the System Date to search for. For example, DATE-7 would be one week prior to the System Date.

Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert an item at the selected line.

Move (Shift+Up) (Shift+Down)

Select an item and move it higher or lower on the list.

Delete (F3)

Delete the selected item.

Clear Filter (Ctrl+F3)

Clear the selected filter.

Save (F9)

Save and apply the expression to the account selection.

Cancel (Esc)

Close the Edit Selection Expression window without saving changes.

Operator Meanings and Rules

Operator

Meaning

Rules

=

Equal to

Enter one or more selection criteria, separated by commas.

==

Equal to (literal)

Enter one or more selection criteria, separated by commas. Treats wildcard characters such as * and ? literally, rather than as wildcards, to allow filtering on fields containing these characters.

<

Less than

Enter a single figure, word or phrase as selection criteria.

<=

Less than or equal to

Enter a single figure, word or phrase as selection criteria.

>

Greater than

Enter a single figure, word or phrase as selection criteria.

>=

Greater than or equal to

Enter a single figure, word or phrase as selection criteria.

<>

Not equal to

Enter one or more selection criteria, separated by commas.

#

Not equal to

Enter one or more selection criteria, separated by commas.

##

Not equal to (literal)

Enter one or more selection criteria, separated by commas. Treats wildcard characters such as * and ? literally, rather than as wildcards, to allow filtering on fields containing these characters.

+-

Equal to plus or minus

For numeric fields, enter one or more selection criteria, separated by commas. Cannot be used with alpha-numeric or date fields.

[]

Inside range

Enter the start and end data for the range, separated by a comma.

][

Outside range

Enter the start and end data for the range, separated by a comma.

*

Containing

Only available if the Field is alphanumeric.

Treats the selection criteria as if there is a * wildcard at each end of each selection entered.

#*

Not containing

Only available if the Field is alphanumeric.

Excludes records that contain the selection criteria from the answer. It treats the selection criteria as if there is a * wildcard at each end of each selection entered and the operator is # or <>.