Level 1 Filter:
"The level-one filter is normally defined by the administrator and is that filter that always applies. Using this filter, the administrator can avoid that the user has access to certain records in the database. For example, if there is an employee table, this filter can be used to show only employees that are still in service and hide any historical information. It is very likely that the user is not even aware of the fact that a level-one filter is applied. However, it is useful to know that this filter type exists. " - From the Help Menu on Level 1 Filter
Level 2 Filter:
"Level-two filters are a series of named filters that the user can activate or deactivate freely in order to limit the number of names shown in the name list. They are normally defined and named by the administrator. The filter names are shown as buttons in the Filters tab of the vertical tool bar and as menu options in the Filter menu. By clicking on a filter button or menu option, the filter in question is activated while all other filters are deactivated. By clicking the button or menu option with the text (no filter) all filters are deactivated. The status bar shows which level-two filter is active." - From the Help Menu on Level 2 Filter
We have used the level 2 filter for some of our secondary school clients to select a specific "class" group because the school send the students to get their photo taken in these groups is is handy for the operator to work with only the required records.
This would also work for organisations that might want to have records selected by company department or location if they have several offices.
Once configured you would have a list of "Locations" / "Departments" / "Classes" under the filter menu that the operator could select with 1 click.
Level 3 Filter:
If you have a large database it is not recommended to load all the records into CardExchange at the same time. This could (eg in the case of a university) be tens of thousands of records and can take several minutes to load up. Therefore there needs to be a method of selecting the specific record you are after. By turning on the level 3 filter (normally in the data definition wizard during setup) the operator can press the F5 button and enter the identifier like personal/student number and bring up the specific record that is required and this will only take a second or so.
NB: The level 3 filter does cause some issues when adding a record as it has not been designed with this in mind but you can still add a record normally by:
i. searching for the number you are about to add.
ii. Then insert the record and update.
See forum item
I hope this information helps.
Jason Hicks MBA National Service & Projects Manager
[Practical Peripherals Corporation Pty Ltd (Australia)
"No we don't really eat much Kangaroo meat here, Cows are much easier to catch"
Is there a way to disable the ability to toggle the level three filter on and off? Can we also disable the dialog box that pops up when CE is opened letting the user know that Level Three is enabled? Is this something in the ini file?
Although I can make the button disappear, the user can still click no when CE opens and then Level Three filters are disabled, I have to log in as the Admin to re-enable them since that user doesn't have access to the button. Is there a work around to disable the "no" on the dialog box?
You are right. It would be more consistent if the window would not show up when the user does not have access to the corresponding ribbon button. I will see whether I can change that behavior for the next release. For the moment, there is no way to get around this window.
Senior Software Engineer
"A reasonable man adapts himself to the world. The unreasonable man persists in trying to adapt the world to himself. All progress, therefore, depends on the unreasonable man." (Bernard Shaw)