Filter Masks Tab

Use the Filter Masks tab to define filter masks for the level.

Filter masks are masks that display suitable information based on conditions such as the type and status of records. For example, you could determine that activities are displayed with different fields, colors etc. in the Activity Overview depending on whether the activity's status is "Missed" or "Scheduled".

The following options are available:

• No filter mask: No filter mask is used.
• Use filter masks from info area: The filter masks defined for an info area in the level are used, see Filter Masks Tab.
• Use filter masks for level: The filter masks defined for the level are used.

To use filter masks defined in the info area settings:

1. Enable the User filter masks from info area option.
2. Select the info area whose settings you wish to use from the drop-down list. (Alternatively, select an info area from the Filter Masks From Info Area drop-down list and click on Switch to to display and edit the settings for the info area.)
3. Click on OK.
4. Save the desktop format.
   Note: If the desktop is an extended desktop, enable the Inherit configuration option to inherit the filter masks from the parent desktop as opposed to from the info area settings, see Extended Desktops.

To define filter masks for a level:

1. Enable the User filter masks for level option.
2. Click on (New) to the right of the Filter Mask for Level list.
3. Select Default Mask, Integrated Mask or Summary Index Card from the popup menu.

   The Define Conditions window opens.

   

   The info areas present in the level are displayed to the left.

4. Click on (Condition) next to an info area and define a condition (see Conditions in the User Manual). Alternatively, click on (Load) under Condition: <Info Area> to load a condition.
5. Enable the optional check box to link info areas using a logical OR (only one of the info areas for which the optional check box is enabled needs to meet the condition for the filter mask to apply).
   Note: The optional check box applies to the condition and all other settings in this window.
6. You can define filter masks for the "Default configuration" that display different data in different variations of the level:
   • Determine whether the condition must be met or must not be met under Condition: <Info Area>.
   • Use the settings under Info Area: <Info Area> to determine whether the info area must occur in the level, must not occur in the level, or whether this is not important.

     This allows you to determine that a filter mask is only applied if a level contains a certain info area. For example, the filter mask for missed activities is only displayed if the Activity Overview level includes the Company and Person in Company info areas. If the Activity Overview is accessed from the Offer level, the filter mask is not applied.

   • Use the options under Record: <Info Area> to determine whether a record must be present (must contain data), must not be present (must be empty) or whether this is not important.

     For example, this allows you to display a different mask in the Company+Person level if no person records exist for a company.

7. Click on OK.
8. Select the desired mask format.
9. Click on OK.

   Your settings are displayed under Filter Mask for Level.

   • Click on (Condition) to edit the settings.
   • Click on in the Mask Format column to load a different mask.
   • Enable or disable the check boxes in the Default Mask, Integrated Mask and Summary Index Card columns to determine which view the mask should be used in.

   The lines are processed sequentially. The first condition that a record fulfills is applied. Edit the order by dragging entries with the mouse.

10. Click on OK.
11. Save the desktop format.