Creating a Filter

To Create a Filter From the Filter Manager

1. In the Home, Trash Can, or any user-defined Workspace, select Filters from the Edit menu.

The Filter Manager is displayed. The Workspaces area lists the predefined and user-defined Workspaces, and the Table Views associated with them.

2. Click the plus sign (+) next to the Workspace in which you want to create a Filter.

The Table Views that are created in the selected Workspace are listed.

3. Select the Table View for which you want to create the Filter.

4. Click New.

The New Filter dialog box is displayed.

5. Type a name for the Filter in the Filter name field.

6. Define the search conditions in the Define Conditions area.

7. Select the Include data from Archive database option to include data from the archive database.

8. Click Save and Close to save the condition as a Filter.

The new Filter is listed in the Filters area in the Filter Manager.

Note

If you have used the default space available in the New Filter dialog box, you can use the scroll bar to specify additional conditions. Alternatively, you can resize the dialog box by positioning the mouse pointer at the top, or bottom edge of the dialog box and dragging it up, or down when the pointer changes to a two-headed arrow.

You can also resize the dialog box horizontally by positioning the mouse pointer at the left, or right edge, and dragging it when it changes to a two-headed arrow.

The size of the resized dialog box is unique to the logged in User, and is retained across login sessions.

To Create a Filter From the Search Tab

1. In the Home, Trash Can, or any user-defined Workspace, click the Search tab.

2. Click New.

This clears the Search fields in the Search tab.

3. Specify the details in the required fields.

4. Click Run.

<Object> items that satisfy the search conditions are displayed in the Table View.

5. Click Save.

- OR -

Click Save as Filter.

The Save Filter dialog box is displayed.

6. Save the Filter.

- OR -

Click Advanced.

The Advanced Search dialog box is displayed.

Define search conditions in the Define Conditions area.

Select the Include data from Archive database option. This option is available only in Workspaces based on Interactions, Campaigns, Talisma Higher Education Foundation Objects, and <custom Objects>.

Note

You can work with Talisma Higher Education Foundation Objects if your organization has implemented Talisma Higher Education Foundation.

Click Run.

<Object> items that satisfy the search conditions are displayed in the Table View.

Click Save.

- OR -

Click Save as Filter.

The Save Filter dialog box is displayed.

Save the Filter.

Note

• If you have used the default space available in the Advanced Search dialog box, you can use the scroll bar to specify additional conditions. Alternatively, you can resize the dialog box by positioning the mouse pointer at the top, or bottom edge of the dialog box and dragging it up, or down when the pointer changes to a two-headed arrow.

You can also resize the dialog box horizontally by positioning the mouse pointer at the left, or right edge, and dragging it when it changes to a two-headed arrow.

The size of the resized dialog box is unique to the logged in User, and is retained across login sessions.

• When you use a Filter to retrieve an Interaction based on specific text in the Subject Line, the same Interaction will be retrieved by the Filter even if you change the Subject Line of the Interaction. Also, if you run a new Filter to retrieve the Interaction whose Subject Line has been modified, the Interaction with the modified Subject Line is retrieved correctly.

Example

You have created Filter1 to retrieve an Interaction whose Subject Line contains the text "Your special Chocolate offer". The Filter retrieves Interaction ID 1234. You then modify the Subject Line of the Interaction to read as "Your special Roses offer". When you run Filter1 without modifying the condition, it still retrieves Interaction ID 1234. You then create Filter2 to retrieve an Interaction whose Subject Line contains the text "Your special Roses offer". When you run Filter2, Interaction ID 1234 is retrieved correctly.

• You cannot view the results of a query to locate deleted Object items. Deleted Object items are displayed only in the Trash Can.

• In the Home and Trash Can Workspaces, the Object names denote the corresponding Table Views.

• Filters created on Contact Objects are visible in the Add Targets dialog box while adding Targets to a Campaign.

• You cannot use a Notes type of Property to define a Filter.

• When you create a Filter, Properties with the Protected Constraint will not be listed.

To Save a Filter

1. In the Save Filter dialog box, the Filter Description area displays the conditions of the search.

2. In the Filter Name field, Talisma suggests a name for the Filter. If it is required, type another name for the Filter.

3. Click OK.

The Filter is saved and the name of the Filter is displayed on the Run button, or as a drop-down list.