Although the EventPro Planner filter allows you to filter on most of the commonly used fields, you may want to set a filter based on unusual criteria or user-defined fields unique to your installation of EventPro Planner. The Advanced Filter allows you to access every field, including user fields, when creating a filter for your records.
| 1. | Click the Advanced button. |
| 2. | The Advanced window opens. |
| 3. | Under Define New Criteria, select a field from the drop-down list. |
| 4. | From the next drop-down list, choose the Condition that must be met: Equals, Does Not Equal, Begins With, Greater Than, Less Than, Is Blank, etc. |
| 5. | If the condition you select requires a value or values, enter them in the subsequent field(s). |
| 6. | Click the Add button to add your custom entry to the list of Advanced Criteria in the top grid. |
| 7. | Continue adding as many advanced criteria as you need. |
| a. | Note that a record must match all advanced criteria (in addition to the other criteria selected other tabs) to appear in the filtered view, unless you use the same field multiple times. |
| b. | If you use the same field multiple times, the separator will be “or”, not “and”. For example, if you added the advanced criteria pictured below, EventPro Planner would display all three companies in the filtered view. It assumes you are looking for companies named “Elegance Rentals” OR “Enchanted Jewellers” OR “Catering Royale”, not a company named all three. |
| 8. | To remove an entry from the advanced criteria list, select the entry and click the Remove button. |
| 9. | Click the Remove All button to remove all of the advanced criteria in the grid. |
| 10. | Click OK in the bottom right corner of the Advanced window to accept the advanced filter you created. You will return to the Filter Criteria window. |
