{"id":37836,"date":"2018-02-19T04:08:20","date_gmt":"2018-02-19T12:08:20","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/37836\/how-to-query-collection-records-using-relational-filters\/"},"modified":"2019-10-01T03:04:32","modified_gmt":"2019-10-01T10:04:32","slug":"how-to-query-collection-records-using-relational-filters","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/37836\/how-to-query-collection-records-using-relational-filters\/","title":{"rendered":"How to query Collection records using Relational Filters"},"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>Relational Filter<\/i> to query <i>Collection<\/i> records in 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\/05\/wpid38310-media_1519279702310.png\" alt=\"wpid38310-media_1519279702310.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\/05\/wpid38311-media_1505389917397.png\" alt=\"wpid38311-media_1505389917397.png\" width=\"766\" height=\"627\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 4. Go to the Relational 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\/05\/wpid38307-media_1514804322631.png\" alt=\"wpid38307-media_1514804322631.png\" width=\"656\" height=\"487\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 5. Select Relational Filter Type<\/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\/05\/wpid38308-media_1514804505741.png\" alt=\"wpid38308-media_1514804505741.png\" width=\"800\" height=\"569\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 6. Select Relational Filter option as &#8220;Included in any Collection&#8221;<\/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\/05\/wpid38309-media_1514804700773.png\" alt=\"wpid38309-media_1514804700773.png\" width=\"800\" height=\"567\" \/><\/div>\n<div class=\"StepInstructions\">\n<p>Similarly, you can select Relational Filter option as &#8220;<i>Not Included in any Collection<\/i>&#8220;.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 7. Select a Collections record type such as &#8220;Product Editions&#8221;<\/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\/05\/wpid38312-media_1514805019508.png\" alt=\"wpid38312-media_1514805019508.png\" width=\"800\" height=\"566\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 8. Specify condition for the Collections record type having Priority as &#8220;Must Have&#8221;<\/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\/05\/wpid38313-media_1514805315369.png\" alt=\"wpid38313-media_1514805315369.png\" width=\"800\" height=\"563\" \/><\/div>\n<div class=\"StepInstructions\">\n<p>Note that in the step above we are specifying a condition for the <i>Collections<\/i> record type .i.e. &#8220;<i>Product Editions<\/i>&#8221; in this case, and NOT for the records included in the <i>Collection<\/i>.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 9. View defined Relational 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\/05\/wpid38314-media_1514805556032.png\" alt=\"wpid38314-media_1514805556032.png\" width=\"655\" height=\"488\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 10. 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\/05\/wpid38315-media_1514805731825.png\" alt=\"wpid38315-media_1514805731825.png\" width=\"656\" height=\"488\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 11. Newly created Relational 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\/05\/wpid38316-media_1514805776333.png\" alt=\"wpid38316-media_1514805776333.png\" width=\"411\" height=\"366\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Records display that are included in Collection(s) having Priority as &#8220;Must Have&#8221;<\/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\/05\/wpid38317-media_1514805857798.png\" alt=\"wpid38317-media_1514805857798.png\" width=\"800\" height=\"311\" \/><\/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\/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: May 25th, 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 Relational Filter to query Collection records in 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 Relational Filter tab Step 5. Select Relational Filter Type Step 6. Select Relational Filter option as &#8220;Included in any Collection&#8221; Similarly, you can select Relational Filter <\/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-37836","post","type-post","status-publish","format-standard","hentry","category-filters","tag-collections"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-9Qg","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37836","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=37836"}],"version-history":[{"count":6,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37836\/revisions"}],"predecessor-version":[{"id":48655,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37836\/revisions\/48655"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=37836"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=37836"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=37836"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}