Purpose
The Advanced Filter is a powerful search tool available across most TRUE modules. It allows you to find specific records using detailed criteria, create filtered data sets for reports, and save frequently used searches as favorites.
Filter Actions
The Advanced Filter provides several actions to refine your search results.
| Action |
Description |
| Search |
Perform a new search based on entered criteria, replacing the current list. |
| Extend |
Add new records to the existing list based on entered criteria. |
| Exclude |
Remove records from the existing list based on entered criteria. |
| Narrow |
Perform a new search within the existing list based on entered criteria. |
| Clear |
Empty all filter fields of any criteria. |
| Favorite |
Save or load commonly used Advanced Filter searches. |
Finding Empty or Non-Empty Fields
| To Find |
Type |
Example |
| Fields with data (not empty) |
* |
Entering * finds all records with data in that field. |
| Empty fields (no data) |
= |
Entering = finds all records with no data in that field. |
Finding Duplicate Values
| To Find |
Type |
Example |
| All duplicate values |
! |
Entering ! in Client Name finds all records with duplicate client names. |
| Specific duplicate values |
!text |
!ABC in Client Name finds duplicates containing "ABC". |
Finding Text & Characters
| To Find |
Type |
Example |
| Literal text with spaces/punctuation |
"text" |
"TRUE Ltd." finds exact match including punctuation. |
| Single unknown character |
@ |
Gr@y finds both "Gray" and "Grey". |
| Multiple unknown characters |
* |
Jo*n finds "Jon" and "John".
*phan* finds "Phan" and "Stephanie". |
| Exact match only |
==text |
==John finds "John" but not "John Smith". |
Finding Dates & Times
| To Find |
Type |
Example |
| Specific date |
MM/DD/YYYY |
3/3/2019 finds March 3, 2019. |
| Today's date |
// |
// finds the current date. |
| Specific time |
HH:MM:SS |
12:53:09 finds that exact time. |
| Day of the week |
Day name |
Tuesday or =Thu finds dates on that day. |
| Any date in a month |
M/*/YYYY |
5/*/2024 finds all dates in May 2024. |
| Invalid dates/times |
? |
? finds entries like "Next Tuesday" or "2/33/2019". |
Finding Ranges
| To Find |
Type |
Example |
| Less than |
< |
<40 finds numbers less than 40.
<9/7/2019 finds dates before September 7, 2019. |
| Less than or equal to |
<= |
<=95129 finds values 95129 and below. |
| Greater than |
> |
>40 finds numbers greater than 40. |
| Greater than or equal to |
>= |
>=05:00:00 finds times at or after 5 AM. |
| Between two values |
... |
1/1/2019...6/6/2020 finds dates in that range.
12:30...17:30 finds times in that range. |
| Sub-range within range |
{...} |
7/{1...15}/2019 finds July 1-15, 2019. |
Common Search Examples
Jobs Module Examples
| Goal |
How To |
| View all Jobs for a specific client |
Enter the client name in the Client field and click Search. |
| View Jobs sold in a date range |
Enter MM/DD/YYYY...MM/DD/YYYY in the Sold Date field. |
| View Jobs created before a date |
Enter <MM/DD/YYYY in the Date field. |
| Filter by Stage |
Select the desired stage from the Stage (Job) dropdown. |
| View archived Jobs for a client |
Enable the Archive checkbox and enter the client name. |
| Find Jobs containing a specific product |
Use the pencil icon in the Catalog (Item) field to search and select the product. |
Saving Filter Favorites
To Save a Filter as a Favorite:
- Set up your Advanced Filter criteria.
- Click the Favorite button.
- Select Save Favorite.
- Enter a name for your saved filter.
To Load a Saved Favorite:
- Open the Advanced Filter.
- Click the Favorite button.
- Select Load Favorite.
- Choose your saved filter from the list.
Quick Reference
| Symbol |
Meaning |
Example |
| * |
Wildcard / Not empty |
S* = starts with S |
| = |
Empty field |
= = no data |
| == |
Exact match |
==John = only "John" |
| ! |
Find duplicates |
! = show duplicates |
| @ |
Single character wildcard |
Gr@y = Gray or Grey |
| // |
Today's date |
// = current date |
| ... |
Range between |
1...100 = 1 to 100 |
| < > |
Less/greater than |
<50 = under 50 |
| "..." |
Literal text |
"A & B" = exact phrase |
