Do Process has partnered with Emergent to bring you BC Estate Planning.
To create a customized Search, open the List of your choice. When selecting a List, keep in mind that different Lists have different columns from which to select.
On the open List Toolbar, press the arrow beside the Advanced Searches button and select New Advanced Filter. This menu is also where your new customized searches will be listed.
The List Search window appears.
Enter the name for your customized search in the Filter field and ensure the Enter SQL box is unchecked and the Items tab is active rather than the SQL tab. In the Field box, make your selection from the dropdown menu for the column you would like to search. Note: When applying a filter for a particular column, i.e. Jurisdiction, make sure you have added the Jurisdiction column in the original List.
In the Opr field, select the symbol for the filter to be used.
The meanings for the symbols available in the operator field are the following:
- equal to
- greater than
- less than
- does not equal
- similar to (used for text data fields)
Note: When filtering text, it is recommended you use “like” instead of “=” since in order for “=” to locate items, there must be an exact match.
Enter the value for the filter in the Value field. Values can be words, dates or numbers.
In the And/Or field, select which statement is appropriate for your filter.
For our example, your final filter would look like this:
To translate what our filter above says: Find all Estate Planning files with a Will Maker City of Burnaby and a Net Worth of greater than $500,000.
You can sort by more than one criterion by adding the desired Fields and Values on the next lines. Once you have entered all the criteria for the filters you would like to apply, select the Apply button to apply your changes to the List. Check the List to verify whether your filter is correct, then select OK. Your customized filter name will now appear on the dropdown list.
The next time you want to activate this filter, simply click on the name on the dropdown list.
To delete or edit a Filter, click the Advanced Searches button until the window appears, and select the Filter to edit or click the red X beside the name to delete the Filter.
Click below to download these instructions in PDF format.