1. COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo SUMMARY: Filter By Form allows the User to apply single or a multiple Filter Criteria to the Browser Data without the need for formula writing skills. BEST SUITED: Filter By Form provides a mechanism for creating a Filter whenever required as a ‘one-off’ basis, enabling the User to drill down to an exacting requirement. It can search all Records in any Fields specified, using Multiple Criteria if required Unlike Column Filters, it does not require pre-configuring and is consequently quick and relatively easy to use. It is also possible to Retain their Filter Criteria within the Saved Screen Function. DISADVANTAGES: Although an extremely comprehensive Filter, it takes a little longer to format than other Filter Functions. As such, it is best suited to ‘one-off’ requirements. ‘FILTER BY FORM’

2. COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons ‘FILTER BY FORM’ ICON Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo This Tutorial demonstrates how to use the Filter by Form function. For a more In Depth explanation on: Filter Functions within Integrator …refer to the ‘Use Filters’ Tutorial. This is available by Right Mouse clicking in the bottom section of the Browser screen, giving access to the Show Me How To… Tutorials.

3. COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons ‘FILTER BY FORM’ ICON Left mouse clicking the icon launches the Filter by Form screen… … giving access to various Fields available for Filtering… … and to the individual Filter Expression Generators. Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

4. COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons ‘FILTER BY FORM’ ICON There is an option to limit the list of Fields to Common Fields or to display All Available Fields. Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

5. COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons ‘FILTER BY FORM’ ICON The following example illustrates how the Browser Data may be filtered using the Filter By Form facility… Supposing the user wishes to find any Males who Started after 1 st February 2006… The first action is to generate the expression for the field Gender… Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

6. COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons ‘FILTER BY FORM’ ICON Clicking on the icon launches the Get Value(s) form… The options available for the Operator are extensive, being: = (Equal to) >= (Greater than or Equal to) <= (Less than or Equal to) == (Exactly Equal to) Begins With Ends With Contains Sounds Like In List Between There is also a Tick Box to put a ‘Not’ before the expression. Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

7. COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons ‘FILTER BY FORM’ ICON In our example, we are looking for Males, so the choice of Operator should be Equal to (as shown)… …and the Value(s) specified should read Male… NOTE: If unsure of the presence of Upper Case letters in the Value’s text – tick the Ignore Case option. Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

8. COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons ‘FILTER BY FORM’ ICON Clicking OK generates the formula for selecting Male within the Gender field… The next step is to select the Filter Expression Generator for the Started field… Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

9. COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons ‘FILTER BY FORM’ ICON This time, the Get Value(s) form needs to call for Greater than or Equal to in the Operator field… … and have 1 st February 2006 in the Value(s) field… Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

10. COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Browser Icons ‘FILTER BY FORM’ ICON Clicking OK generates the formula for After 1 st February 2006 within the Started field… Clicking OK on the Filter By Form applies the two Formulae to the Browser data, generating the results… Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo