{"id":37798,"date":"2018-02-19T03:59:45","date_gmt":"2018-02-19T11:59:45","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/37798\/how-to-query-records-using-collection-filters\/"},"modified":"2019-10-01T03:04:53","modified_gmt":"2019-10-01T10:04:53","slug":"how-to-filter-records-based-on-collections","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/37798\/how-to-filter-records-based-on-collections\/","title":{"rendered":"How to filter records based on Collections"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p>This article describes the procedure for creating and applying a <i>Collection Filter <\/i>to any List\/Tree editor.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1. Open any List\/Tree Editor<\/h3>\n<div class=\"StepInstructions\">\n<p>For more information, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/37253\/opening-list-and-tree-editors-in-topteam\/\" target=\"_blank\" rel=\"noopener\">Opening List and Tree Editors in TopTeam.<\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2. Go to a List Editor and click Manage Filters<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid38213-media_1505389849903.png\" alt=\"wpid38213-media_1505389849903.png\" width=\"800\" height=\"327\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 3. Create a new filter in the Manage Filters window<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid38214-media_1505389917397.png\" alt=\"wpid38214-media_1505389917397.png\" width=\"759\" height=\"629\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 4. Go to the Collection Filter tab<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid38210-media_1514524457147.png\" alt=\"wpid38210-media_1514524457147.png\" width=\"654\" height=\"486\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 5. Select an option to query records that are included in any or all of the specified collection(s)<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid38211-media_1514524763255.png\" alt=\"wpid38211-media_1514524763255.png\" width=\"654\" height=\"486\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 6. Click the plus button to select collection(s) from which records will be queried<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid38212-media_1514527157262.png\" alt=\"wpid38212-media_1514527157262.png\" width=\"654\" height=\"486\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 7. Select Project, Record Type and Collection(s) from which to query records<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid38215-media_1514527358570.png\" alt=\"wpid38215-media_1514527358570.png\" width=\"553\" height=\"483\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 8. Collections are added for filtering<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid38216-media_1514527635537.png\" alt=\"wpid38216-media_1514527635537.png\" width=\"655\" height=\"486\" \/><\/div>\n<div class=\"StepInstructions\">\n<ul>\n<li>Select <i>Any<\/i> when you want to query records that are included in any of the specified collection(s).<\/li>\n<li>Select <i>All<\/i> when you want to query records that are included in all .i.e. are common to all of the specified collection(s).<\/li>\n<\/ul>\n<p>Similarly, you can specify collection(s) from which records should NOT be queried.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 9. Enter Filter Name and specify its visibility<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid38217-media_1514527822548.png\" alt=\"wpid38217-media_1514527822548.png\" width=\"655\" height=\"486\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 10. Newly created Collection Filter displays in the Manage Filters window. Apply the filter.<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid38218-media_1514528387924.png\" alt=\"wpid38218-media_1514528387924.png\" width=\"415\" height=\"365\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Records display that are included in the Collection(s) specified in the Collection Filter<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/02\/wpid38219-media_1514530294310.png\" alt=\"wpid38219-media_1514530294310.png\" width=\"800\" height=\"303\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/37760\/using-collections-in-topteam\/\" target=\"_blank\" rel=\"noopener\">Using Collections in TopTeam<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/37264\/using-relational-filters\/\" target=\"_blank\" rel=\"noopener\">Using Relational Filters<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/34211\/using-data-filters\/\" target=\"_blank\" rel=\"noopener\">Using Data Filters<\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: February 22nd, 2018<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview This article describes the procedure for creating and applying a Collection Filter to any List\/Tree editor. Who should read this? TopTeam Users Step 1. Open any List\/Tree Editor For more information, refer to the article Opening List and Tree Editors in TopTeam. Step 2. Go to a List Editor and click Manage Filters Step 3. Create a new filter in the Manage Filters window Step 4. Go to the Collection Filter tab Step 5. Select an option to query records that are included in any or all of the specified collection(s) Step 6. Click the plus button to select <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[352],"tags":[279],"class_list":["post-37798","post","type-post","status-publish","format-standard","hentry","category-filters","tag-collections"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-9PE","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37798","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=37798"}],"version-history":[{"count":8,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37798\/revisions"}],"predecessor-version":[{"id":48657,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37798\/revisions\/48657"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=37798"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=37798"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=37798"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}