7c Editing Filters

Training Vignette Script Filters  Editing Filters ® This vignette will describe how to clone and edit filters in Gold...

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Training Vignette Script

Filters  Editing Filters ®

This vignette will describe how to clone and edit filters in GoldMine . Breaking Away offers several filters already created for you, a couple of which are meant to be edited prior to first use. Please refer to section I-D of the Breaking Away Reference Manual to learn the purpose of each filter and if they are meant to be edited. As usual, you don’t make changes to anything provided to you by Breaking Away directly. You clone it first and then edit the clone. For filters, go to the Main Menu, select Tools Filters and Groups, select the filter to be cloned, click on the Preview tab and click the Save button. In the resulting “Save Query” window, select “Save expression as a new filter.” Deselect the “Activate Query once it is saved” checkbox and click OK. The “New Filter” window will appear for you to modify the “Filter Name:” field. PEAK recommends you just append your company’s initials to the end of the current name so the filter remains easy to find alphabetically. You can also change the “Owner:” of the cloned filter and have it stored under a different username, if desired. ®

GoldMine uses two types of expressions for its filters and, when editing, both types need to be considered. There is the dBASE expression and the SQL expression. Logically speaking, both expressions need to indicate the same thing in order for the filter to work properly. At the bottom of the “New Filter” window are the radio buttons that allow you to edit each type separately. First, select the “dBASE Expr.” radio button and then click Edit Expression. Modify the code as necessary – using the Breaking Away Reference Manual to guide you. When the dBASE expression has been edited, click OK. Then, select the “SQL Query” radio button and click Edit Expression again. Make the equivalent changes and click OK twice to finish saving it as a new filter. The Filters and Groups window will be focused back on the Filter tab with the new filter selected. Click on the Preview tab and then the Search All button to test it out. In the case where you have a custom filter that you need to edit again, but don’t need a separate version of it, you can click on the Save button (in the Preview tab), select “Save expression to filter: ,” deselect the “Activate query once it is saved” checkbox and click OK. You also get the same results from clicking the Properties button in the Filters tab; a window pops up allowing you to edit the dBASE and SQL expressions. Don’t forget your ability to optimize the filter. Optimizations are very easy to edit. A sort order field should always be chosen, so the edit consists of either changing which field is used for sorting or specifying criteria for the “Beginning Limit:” and “Ending Limit:” fields. Just remember that if you desire to change the optimization of a Breaking Away filter, you must clone it first and then change the optimizations on the clone. One example would be if you are having an event and you want to invite only your A+ clients who live in a particular zip code. Breaking Away has an “‘A+’ Clients” filter, so clone it, click on the Optimize tab, change the “Sort Order:” field to Zip, and then enter the desired zip code in both of the limit fields. Of course, a different approach for this example would be to add another condition to the filter that checks for the “Zip:” field equaling a certain value. And finally, never delete a Breaking Away filter. If you do, you will not be able to get it back without recreating it from scratch. Not even a Breaking Away update will bring it back.

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