Creating Grouped Filters in the Advanced Search

Every grid has a list of actions that can be performed by mousing over the arrow button located at the top right of the grid and selecting an option. Common actions are export, print, and shortcuts to functions that are also available elsewhere in the system. In the above example is a contacts search results grid. To perform an action you must select some contacts using the checkboxes on the left side of the grid, then an action from the dropdown. ( Note: all records can be selected by clicking the the checkbox in the header row) Was this article helpful?

To speed up the process of entering data, default values can be set for Contact and Organisation types, and address, email, and phone types. These defaults can be set as either a user defaults, system defaults, or both. User defaults take priority over system defaults. User Defaults User defaults are changed from the user preferences screen. This is accessed by clicking your username at the top right of the screen, then clicking preferences. Here you can set the default state and country when entering an address, and defaults for Contacts and Organisations System Defaults System defaults are set by editing the field in the custom fields manager. This is accessed from the System > Custom Fields > Create and Maintain menu. Contact and Organisation types, and most custom fields have the option to set a default value. If a user has their own user default set, that will be used instead of the system default. Was this article helpful?

These fields enable you to build a Custom Field which can have its value calculated automatically based on a formula that you build. The following example is one of the ways to make use of the calculated fields. For this example we have used Base section in Notes module. 1. Create a custom field of type “Currency” called “Amount (ex-GST)”. 2. Create a custom field called “GST” which is going to be our calculated field. 3. The “Formula Build” list provides a grouping of elements which can be used to build a formula, including Field, Value and Operator. For our example, select “Field”. This will display another list of possible Custom Fields grouped under their Sections. It will only show you Fields which can be used in a formula, based on the Field Type you selected for this field. Since we chose to make our GST field a Currency, this will limit the available fields to numbers and currency fields. Select the “Amount” field and click the Add button to add that field to your formula box. This will keep building the Formula, as shown below. Now that we have referenced a Custom Field, we need to determine the operator we are applying in our formula. Select “Operator” from the Formula Build list, then select “*” in the next list, then click the Add button to put this into the formula box. As we are calculating GST, which logically is a calculation of $ x 10%, we can represent the % portion as 0.1. Select “Value” from the Formula Build list, then enter “.1” in the following text box and click the Add button. This will build the formula as shown below. We have now completed our calculated field. Click the Save button to save the calculated custom field. Clear button will clear the whole Formula field and allow you to start again. Since we created this field against our Notes page, in the Base section of the form, find a choose Notes > Create from the ChilliDB menu. Calculated fields work on the Save, so during an Add or Edit, your field will display “Calculated”. In the “Amount (ex-GST)” field, enter 1000 and click the Save button. After the save has completed, if you locate your GST field, you will see that it holds the calculated value. The following custom field types can also be calculated fields: Whole Number – Operators: Addition, subtraction, multiplication, brackets. Description: Returns a whole number from calculations using defined values or values located in a number field Decimal – Operators: Addition, subtraction, multiplication, brackets. Description: Returns a decimal number from calculations using defined values or values located in a number field Date – Operators: Subtraction Constants: Current Date Description: Date values can be subtracted from each other to calculate the difference in days between two dates Time – Operators: Subtraction, addition Description: A whole number can be added to, or subtracted from a time value. This adjusts the hours in the time value Date & Time – Operators: Subtraction Constants: Current Date Description: Date or date & time values can be subtracted from each other to calculate the difference in days and time between two dates Text – Operators: Addition Description: Can join text from lookup/multi-select lists, text fields or text defined in the formula using the addition operator. Was this article helpful?