Anveo Mobile App / Customize the User Interface / Filtering in Synchronization Packages

Filtering in Synchronization Packages

Static Filters

Filter Syntax

Boolean

0 for No, 1 for Yes

Option

Integer value of option value beginning with 0 for first option value

Date

Fixed syntax Year-Month-Day: YYYY-MM-DD

Time

Fixed syntax Hours:Minutes:Seconds: HH:MM:SS

An apostrophe (inverted comma) must be escaped with a second apostrophe.

Operators

The Anveo Delta Server support simple operators like greater than ”>”, greater than or equals to ”>=”, smaller than < and smaller than or equals to <=. You can also use the typical syntax from Microsoft Dynamics NAV 2009R2 with two points from value .. to value.

As Boolean operators please use and & and or |.

Complex structures using brackets are not supported. In case you need a complex filter, please add the same tables multiple times to your Synchronization Package. 

User-dependent filters

In addition to the filters, you can set up in the user interface using the function Edit Filter, you can also use filters, which depend on the relation type and relation code of the Anveo User (see Anveo User Properties). In this way it is possible to only transfer the data to a Anveo User’s device, which he is allowed to see.

Simple Filter Based On Anveo User

For example you can set in the field No. of table Customer the following filter: %CUSTOMER

Complex Filter Based On Anveo User

If you want to combine a dynamic with a static filter, you can enter the following:
%IFCUSTOMER%CUSTOMER|%END10000..20000
If the Anveo User has the relation type Customer, the part between %IFCUSTOMER and %END will be evaluated in the filter and additionally appended. The variable %CUSTOMER depicts the value of the relation code of the Anveo User. If the Anveo User has the relation type Customer and the relation code 30000, the filter defined above will be evaluated to:
30000|10000..20000
In another relation type of the filter evaluates to:
10000..20000

Overview Of User Based Filters

You can use the following keywords for user-dependent filters in synchronization packages:

%USER

relation type = user

%CUSTOMER

relation type = customer

%VENDOR

relation type = vendor

%CONTACT

relation type = contact

%SALESPERSON

relation type = salesperson/purchaser

%EMPLOYEE

relation type = employee

%RESOURCE

relation type = resource

%RESP_CENTER

relation type = responsibility center

%CUSTOM1

relation type =  Custom 1

%CUSTOM2 to %CUSTOM5

like Custom 1

%ANVEOUSER

to filter on Anveo User code

Date Filter For Ledger Entry Tables

Dynamic Date Filter

To optimize the amount of data of ledger entry tables like Customer Ledger Entry, you can define a dynamic date filter on the Posting Date field. This allows you to limit the data for example to the last three months only.

%-30D.. for the last thirty days until today
%-3M.. for the last three months until today

The following values are supported:
Days D, Months M, Weeks W, Quarters Q, Years Y, Hours H, Minutes MI, Seconds S and current date TODAY.

Static Date Filter

A static date filter can be set using the following syntax:

2014-08-01..2014-08-31 for August 2014
2014-09-01.. for from September 1st, 2014 until today