Creating a Filter

You can create a filter at the same time you define the mapping definition, or you can add a filter to an existing mapping definition.
  1. On the New Mapping Definition dialog box (or Edit Mapping Definition dialog box, if you are working with an existing mapping definition), click the Add... button for the AccuWork Filter or ITS Filter Field, as appropriate.
  2. Click the Add filter button. The Filter Record dialog box appears. You use this dialog box to construct the conditions and clauses that define your filter.

  3. In the Filter Record Type field, choose condition or the AND or OR clause you want to create.
    • If you chose condition, go to Step 6.
    • If you chose AND or OR clause, click OK.
    • The clause appears in the Filter editor. Go to Step 4.
  4. Click the New button associated with the clause you just added. The Filter Record dialog box appears again.
  5. Make sure the File Record Type field is set to condition.
  6. In the Specify Condition Details fields, construct the condition.
    field name, condition, value
    For example:
    status = new
  7. Click OK. The condition appears in the AccuWork Filter dialog box.
  8. To add another clause or condition, go to Step 4. In Step 5, specify the clause or condition, as needed.
  9. When you are done, click Save.