Visit & Bulletin Filters

Property & Value

The properties, and associated values, available for the Visit and Bulletin snippets determine what is shown to the user when they tap on a snippet.

Visit Properties & Values

These are the properties and associates values for the Visit snippets:

Property

Description

Value

Priority

Free Text

Complete

Free Text

Note: This will be updated so you select from either ‘Complete’ or ‘Not Complete’.

Scheduled Start

The date the visit has been scheduled for and therefore, when the visit should take place.

Free Text

WorkType (Reference)

The WorkType is created as part of a Solution; if a Solution integrates with Visits, a workflow must be setup, and this is what generates the Work Type Description and Name (Reference).

These are only used for the integration, and only one WorkType can be associated with a Solution.

Free Text. The text must match the reference created against the Solution exactly, for more information see Add a Layout.

Note: This will be updated to be a lookup from the Solution.

WorkType (Description)

Status (DisplayAs)

Categorizes the state of the visit and where it is within the lifecycle of the visit.

New, Outstanding, History

Status (Code)

This is a user defined action which can be mapped to DisplayAs, and shows where this visit is within the lifecycle of the visit.

Free Text

Bulletin Properties & Values

These are the properties and associates values for the Bulletin snippets:

Property

Description

Value

Subject

Free Text

Category

Free Text

Read

Indicates the read state of the message, e.g. so the user can see if there are any messages which remain unread.

Free Text

Note: This will be updated so you select from either ‘Y’ or ‘N’.

Complete

Free Text

Note: This will be updated so you select from either ‘Complete’ or ‘Not Complete’.

Operators

The operators specify the how the property and the value relate to each other. These are the available operators:

Operator

Description

= (Equals)

This indicates the property has a value which is exactly the same as the input value, e.g. show all visits with a company name equal to Totalmobile.

is null

This indicates the property has no value associated with it, e.g. show all visits where there is no schedule start date.

is not null

This indicates the property has a value associated with it, e.g. show all visits with a schedule start date.

Complex Filters

When creating a complex filter it is important to choose the correct operator (the AND/OR keywords) as they come with their own set of rules. To illustrate the different outcomes the below two expressions will be used.

  • Status (DisplayAs) = N OR Priority = 1

  • Status (DisplayAs) = N AND Priority = 1

With complex expressions, they can be broken down into separate simple expressions with each expression having a result of either True or False. The true or false result will indicate whether the visit is displayed or not. Below is a sample table of different values and result of the expression.

  • Status (DisplayAs) = N

Example Visit Value

Result

N

True

H

False

O

False

  • Priority = 1

Example Visit Value

Result

1

True

2

False

1O

False

High

False

Status (DisplayAs) = N OR Priority = 1

This expression is designed to display all the visits that have a priority of ‘1' or a status with a display value of 'N’. Therefore any sub simple expression that has a result of True will mean the overall expression result will be True.

SUB EXPR 1 VALUE

SUB EXPR 1 RESULT

SUB RULE 2 VALUE

SUB RULE 2 RESULT

OVERALL RESULT

N

True

10

False

True

H

False

High

False

False

O

False

1

True

True

N

True

1

True

True

Status (DisplayAs) = N AND Priority = 1

This expression is designed to display all the visits that have a priority of ‘1' and a status with a display value of 'N’. Therefore both sub simple expression must have a value of True for the overall expression to be True.

SUB EXPR 1 Value

SUB EXPR 1 RESULT

SUB EXPR 2 VALUE

SUB EXPR 2 RESULT

OVERALL RESULT

N

True

10

False

False

H

False

High

False

False

O

False

1

True

False

N

True

1

True

True

Complex Rule Summary

SUB EXPR 1

SUB EXPR 2

1 AND 2

1 OR 2

True

True

True

True

True

False

False

True

False

True

False

True

False

False

False

False

Example Filters

Visit Filters

This configuration means the snippet will show only visits with a ‘Priority’of ‘New’ OR with a ‘Status’ of ‘Outstanding’.

To configure this filter:

  1. Click +Add Complex Filter.

  2. Ensure OR is selected.

  3. Click +Add Filter and select the following:

    • Priority from the Property dropdown list.

    • = from the Operator dropdown list.

    • Enter N into the Value field.

  4. Click +Add Filter and select the following:

    • Status (DisplayAs) from the Property dropdown list.

    • = from the Operator dropdown list.

    • Enter O into the Value field.

This configuration means the snippet will show only visits without a ‘Scheduled Start’ AND visits with a ‘Status’ of 'Outstanding' OR ‘New’.

To configure this filter:

  1. Click +Add Complex Filter.

  2. Ensure AND is selected.

  3. Click +Add Filter and select the following:

    • Scheduled Start from the Property dropdown list.

    • is null from the Operator dropdown list.

  4. Click +Add Complex Filter.

  5. Ensure OR is selected.

  6. Click +Add Filter and select the following:

    • Status (DisplayAs) from the Property dropdown list.

    • = from the Operator dropdown list.

    • Enter O into the Value field.

  7. Click +Add Filter and select the following:

    • Status (DisplayAs) from the Property dropdown list.

    • = from the Operator dropdown list.

    • Enter N into the Value field.

This configuration means the snippet will show only visits at a status of ‘Hold’ which are also 'Outstanding' OR ‘New’.

To configure this filter:

  1. Click +Add Complex Filter.

  2. Ensure AND is selected.

  3. Click +Add Filter and select the following:

    • Status (DisplayAs) from the Property dropdown list.

    • = from the Operator dropdown list.

    • Enter Hold into the Value field.

  4. Click +Add Complex Filter.

  5. Ensure OR is selected.

  6. Click +Add Filter and select the following:

    • Status (DisplayAs) from the Property dropdown list.

    • = from the Operator dropdown list.

    • Enter O into the Value field.

  7. Click +Add Filter and select the following:

    • Status (DisplayAs) from the Property dropdown list.

    • = from the Operator dropdown list.

    • Enter N into the Value field.

Bulletin Filters

This configuration means the snippet will show only visits with a ‘Read’ state of ‘New’.

To configure this filter:

  1. Click +Add Filter.

  2. Select Read from the Property dropdown list.

  3. Select = from the Operator dropdown list.

  4. Enter N into the Value field.