The field list is a feature used throughout the Lifecycle Management Suite to define the fields to display on reports, views, and exports. It is also used in criteria building for reports, views, exports, and searches.

The field list is a feature used in criteria building for searches.

Each field selector window looks the same regardless of how it is accessed. In the below example, the field selector has been accessed through the Fields tab when creating a new report.

By default, the field selector opens in a tree format with expandable folders and sub-folders.

Field Tree

When using the Field Tree format, click the arrow next to the field name to expand or collapse the list of available fields. Expand each section until the desired field is found, or search for the field by entering text into the search text box, and hitting Enter on the keyboard.

Once the desired field is located, highlight the field, and then double-click the field, or select  at the top of the field selector window, to add it to the field list.

Once the desired field is located, highlight the field, and then select an operator, define the value, and click Update.

Search Grid

To change the view of the field selector from a tree to a search grid format, click the View drop-down in the top of the field selector window, and select Search Grid.

Using the Search functionality, locate the desired field by entering text into the text box, and hitting Enter on the keyboard. A list of results displays including the field name and location in the Lifecycle Management Suite. 

Once the desired field is located, highlight the field, and then double-click the field, or select  at the top of the field selector window, to add it to the field list.

Once the desired field is located, highlight the field, and then select an operator, define the value, and click Update.

Once the field has been identified using the field list, choose the appropriate operator using the buttons in the middle of the Criteria Builder.

 

The table below provides a summary of each operator within the Criteria Builder:

Operator	Description
Equal to	Only the value entered is returned.
Not Equal to	All other values are returned except the value entered.
Less Than or Equal to	Used in conjunction with a numerical value. Returns values beginning with value entered and all lesser values.
Greater Than or Equal to	Used in conjunction with a numerical value. Returns values beginning with value entered and all greater values.
Less Than	Returns all values less than, but not including, the specified value.
Greater Than	Returns all values greater than, but not including, the specified value.
Is Blank	Returns values where the selected field is blank or null. Common examples include date fields, flags, and text fields.
Not Blank	Returns values where the selected field is not blank or null.
Is Like	Returns values where a segment of the value corresponds with the value entered. For example, entering ‘K59’ returns a value of ‘123.'
Not Like	Returns values where a segment of the value does not correspond with the value entered. Choose a value that is ‘not like’ the value being searched for.
Range	Sets a scope or limits for the criteria. Use a range when looking for a specific group or time frame.

Once a field and operator have been chosen, the value section of the Criteria Builder becomes available. The field and operator drive the value that can be added to the criteria. For example, if using a date field, a  displays in the value section to select a specific date, or range of dates.

If using a flag field, a check box displays in the value section as shown in the below example:

After a value has been chosen, click Update to add the criteria to the list.

Repeat for as many lines of criteria as desired.

To edit or make a change to an existing piece of criteria, click on the piece of criteria that is to be updated. The line of criteria is shaded grey. Make any changes necessary and click Update.

To remove a line of criteria, hover the mouse over the piece of criteria that is to be deleted. To the far right,  appears. Click  to delete the criteria.

As pieces of criteria are added, they are associated through the use of ‘and’ statements. When reading through the criteria below it states "Deceased Flag equal to True AND Employee Flag equal to True.”

In some situations, users might not want the criteria to read that way. It may be required to build criteria that shows anything with a Deceased Flag OR an Employee Flag equal to True. In this situation, switch the ‘AND’ to an ‘OR.’

Switch the statement to ‘OR’ by clicking on the 'AND' in the small box to the left of the criteria. Now the criteria reads as desired.

For more advanced criteria building, more than one line of criteria can be grouped or bundled together. This further refines and narrows the criteria results.

For example, to run a search that shows account holders residing in Pennsylvania or Delaware with birthdays on October 1st, it is necessary to have two lines of criteria to state these scenarios. Because one account holder cannot reside in both states, the states must be grouped together so the intended results are returned.

Looking at the criteria above, the desire is to have two state lines to be grouped or bundled. Hover over the line of criteria. An  icon appears on the far left.

Click . A prompt appears instructing to select another line of criteria to group with the selected line.

Click the desired line of criteria to group with the selected line. After the lines are grouped together, they appear as one single line of criteria.

With the lines grouped together, click the 'AND' within the grouped state criteria lines to make it 'OR.'