Filtering X-Info Connect

The filter function enables users to find, view and report on data within a connection by defining specific criteria.

The filter criteria can be typed in or easily built from a list of available filter fields. The filter expression builder assists the user to construct the filter criteria using ‘format hinting’ which prompts them with filter options that are valid at that point in the filter specification.

Filtering is available wherever the Build Expression button is displayed within the connection. The fields that can be filtered will depend on the fields that have been added to the connection and will vary.

Filter Criteria

The filter criteria are entered as a text string. Data within the connection matching the criteria will be displayed either within the selected report or in the find results window. Criteria are specified in the format ‘field:property’, and any number of criteria in this format can be included in the filter string. When the filter field is entered (or selected), any matching properties for that field are shown and can be selected into the criteria.

An example would be: I want to find all of the Registered Owners in Postcode 4001. The filter for this would be – contact.
postcode:”4001” contact.type: “Registered Owner”.

Anything displayed in the field that is enclosed in “inverted commas” will search for an exact match. Anything not enclosed will search for any of the data.

If you would like further information on the Find function please contact the Mipela Support Team at support@mipela.com.au.