Adding an OR Filter Group

An OR filter group is a named set of one or more filters that affect the data output in the grid of Field Computer Send and subsequently the file sent to the Allegro. Adding an OR filter group produces a subset of records that meet any filter condition. PCS Axis processes filters in a filter group in descending order beginning with the filter at the top of the filter group.

To add an OR filter group, follow these steps:

1	Select one or more pipeline segments in the Select ROWs window. Click Save to close the window (Figure 13-1).

2	Click Field Computer > Send to open the Field Computer Send window.

3	Choose a mode for displaying records in the grid by selecting the option Select ROWs, Route, or Schedule. Then click Apply to update the grid.

4	Click the Customize tab , then the Filters button to open the Filters page (Figure 13-36).

5	Click New ‘Or” Group to open a filter properties group box (Figure 13-36).

Figure 13-36. New ‘Or’ Filter Group

6	Type a name for the filter group in the field Include records that match any of these conditions.

7	Use filter selection fields to set up filter criteria. Select a PCS Axis field, operator, and one or more filter conditions.

8	If the OR filter group includes a date filter, such as Facility Delinquent Date Is Between shown in Figure 13-36, set a date range using a calendar or dynamic dates in the following manner:

•	Type a date in the start and end date fields. Enter a start and end date using the format M/DD/YYYY to indicate the month, day, and year.

•	To set a date range using a calendar, click the down arrow in the start date field to open a calendar and select a start date. Then click the down arrow in the end date field to open a calendar and select an end date.

•	To set a date range using dynamic start and end dates, click the calculator button in the start date field and set up dynamic date properties. Repeat this step for the end date field. Clicking the calculator button opens and closes dynamic date property fields.

9	If you want the filter to remain on for all sessions of Field Computer Send, select the check box Filter is Always On. When this check box is not selected, toggle the filter on and off in the Field Computer Send window using the filter’s check box.

10	Type a name for the filter in the field Enter Custom Filter Caption.

11	If you want to set up additional filter criteria for the filter group:

a	Click the Add button to open another filter property group box.

b	Type a name for the filter in the field Enter Custom Filter Caption.

c	Repeat steps 7 through 10 to set up filter criteria.

12	Click the close button to close the filter group.

Note: Clicking the edit icon for a particular filter opens that filter’s property settings allowing you to change settings as needed.

13	To move a filter to a different position in the filter group or a filter group to a different position in a group of filters:

a	Point the mouse at the filter handle to change the cursor to a vertical resize cursor .

b	Drag and drop the filter or the filter group to a new location.

14	Click Save and Close to return to the Field Computer Send window.