• Overview
• Filtering documents
• Filtering with alternate codes
• Hiding or reordering columns in an automatic document
• Restoring hidden columns in an automatic document
• Resizing columns in an automatic document
• Hiding rows in an automatic document
• Changing document fonts
• Changing the document heading
• Changing document properties
• Restoring documents' default settings from the Document Manager

Alternate Code Editor

Use this dialog to build alternate code equations easily. You can filter by alternate code, description or date. Each expression in the equation is built in the lower half of the screen and then copied to the Filter pane once it is complete. You can build simple or complex equations using information from as many SQL tables as you like. The dialog guides you to build equations. As you make your selection, the next selection is activated and its drop-down list populated with applicable choices.

Note

• If you want to perform a comparison using "does not contain" or "is not equal to", SQL requires two expressions. For example, if you wanted to use 'GST', but not 'PST', you would select:

  

To build an expression

1. If you have just entered the dialog, the Category field is already activated to start creating a filter. If not, click the New button.
2. Click and select the category.
3. Click Comparison and select a logical expression.

4. If applicable, click and select a value. Notice once you select this the expression appears in the upper Filter pane.
   

   If an error is detected while inputting, an error message will appear to alert you to the problem. Valid keywords are highlighted in color. Invalid words will be in black usually.

5. For best practices, click the Validate button. If you have made a mistake, this gives you a chance to correct the expression.
6. To add another expression to the equation, in the Filter pane click at one end of the expression and then click the AND or OR buttons and then New.
7. Use the ( and ) buttons to group the filter into expressions.
8. Click OK button to close the editor and enter the filter in the in the Document Properties dialog. The filter is stored with the document.

Notes

• To delete an expression in progress, click the Delete button.
• To delete the contents of the Filter pane, select the entire expression and click the Clear button.
• Double-click an expression in the upper panel, the corresponding expression in lower panel will be selected and available for edit. Expressions cannot be edited directly in the Filter box.
• Copy to Filter - This button copies the selected contents in the Expression pane to the Filter pane. Use it when you have cleared the filter but did not mean to. Double-clicking the expression will append the expression to the filter as well.

• A valid filter can become invalid when you change the following document properties: Document Type, Format, or Grouping. In such cases, the following dialog box appears, indicating that the Filter and/or Alternate Code Filter are no longer valid:

  

  At this point, you can choose to accept or reject the document property changes: 

  • If you choose Yes, the filter will be deleted since it will no longer be valid.
  • If you choose No, the filter will remain and the document properties will remain unchanged.

Example:

A user wants to filter clients where:

There are 6 – 10 staff members, 

The client does play golf.

The Document Manager property must make sense to the user when they see it.

Entry in the Expression pane:

• [STAFF] is equal to '6'
• [GOLF] is equal to 'YES'

Entry in the Alternate code filter pane:

• [STAFF] is equal to '6' AND [GOLF] is equal to 'YES'

Tip: For additional help, see the Time QuickVid - Alternate Codes.

Related Topics

• Equation Editor
• Multiple Filters