Extended Conditions

Defining Extended Conditions

To define an extended condition:

1. Click the Active cell of an info area.
2. Click the Extended Cond. cell of the same info area.

   The Extended Condition dialog box is displayed. You can define one of more conditions consisting of a left expression, a comparison operator and a right expression.

3. Click (New) to define the left expression in the first condition. You can also double-click in the top left field or click the small arrow.

   

   The Define Search Conditions dialog box is displayed.

   

4. Use the buttons to define your expression:
   • Click on Field, select a field, and confirm with OK.
   • Click on Value, enter a value, and confirm with OK.
   • Click on Minimum, Maximum, Total or Number, see Minimum, Maximum, Total, Number.
   • Use the Addition, Subtraction, Multiplication and Division buttons combine (numeric) fields using mathematical expressions. Only subtraction and addition are available for date fields.

     If you make a mistake, you can correct it by clicking the Clear last button. The Clear all button deletes the entire line.

5. Click OK.
6. Select an operator from the central drop-down list in the Extended Condition dialog box.
   

   • =: The left and right expressions must match exactly. You can use wildcards to search for partial strings, e.g. FI.Company = upd*..
   • <, <=, >, >=: The left expression must be less than, less than or equal to, greater, or greater or equal to the right expression. Text values are compared alphabetically, e.g. "Company > V*" is met by all companies whose names begin with W, X, Y or Z.
   • <>: The left and right expressions must not match exactly.
   • (): The left expression contains the right expression.
   • )(: The left expression does not contain the right expression. If you have included a date field in the left expression, you can select

   If you have included a date field in the left expression, you can select a date function for the right expression.

   

7. Define the right expression.
   Fields of the same type as selected in the left expression can be selected.

   • For date fields: Date fields or numerical fields. You can add days to or subtract days from the current date.
   • For catalog fields: The associated catalog values. You cannot select more than one catalog value.
   • For alphanumeric fields: All field types.
   • For numeric fields: Numerical fields.
8. Click OK.

   

9. Click on (New) to define further conditions:
   • AND / OR: Use these radio button to determine whether to link conditions using a logical AND or OR.
   • Open bracket / Close bracket: If necessary, you can include brackets in the condition. You can only use one set of brackets for each sub-condition.

     If you link sub-criteria without brackets using AND in an independent info area, the condition is only satisfied if at least one dependent record satisfies the first sub-criteria and at least one dependent record satisfies the second sub-criteria.

     Example: Activity.Type = Telephone AND Activity.Priority = high: The selection contains all companies for which at least one telephone activity and at least one high priority activity exists.

     If you enclose the sub-criteria in brackets, the condition is only then satisfied if at least one dependent record satisfies both sub-criteria.

     Example: (Activity.Type = Telephone AND Activity.Priority = high): The selection contains all companies for which at least one high importance telephone activity exists.

10. Click OK to close the dialog box.

Minimum, Maximum, Total, Number

Using these functions, you can include the highest or lowest values, sum totals and number of records in your expressions:

• Minimum: The record with the smallest value (for date fields the oldest date)
• Maximum: The record with the greatest value (for date fields the most recent date)

• Total: Returns the sum total of numerical fields, for example, the total of activity costs > 1000. The costs for each company/person are added up.
• Number: Number of records that satisfy the condition.