Filter Operators (List Views)

Overview

The operator in a filter is like the verb in a sentence. Operators specify how filter criteria relate to one another. Refer to this list of filter operators when setting filters on List View One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View)s. This article shows you how operators work and how to use them.

Filter Operators

Explained

Operators	Example to Display
Equals	Use for an exact match. Example: ‘Only Accounts A business entity/company from the city Chicago.’
Not Equal to	Shows results that don’t have the value you enter. Example: ‘All Accounts except of the ones that are from the city Chicago.’
Less than	Use for results that are less than the value you enter. Example: ‘Only Accounts with Annual Revenue below 100.000USD.’
Greater than	Use when you want results that exceed the value you enter. Example: ‘Only Accounts with Annual Revenue from 100.000USD.’
Less or equal	Use for results that match or are less than the value you enter. Example: ‘Only Accounts with Annual Revenue less or equal 100.000USD.’
Greater of equal	Use for results that match or exceed the value you enter. Example: ‘Only Accounts with Annual Revenue greater or equal 100.000USD.’
Contains	Use for fields that include your search string, but sometimes also include other information. Example: “Account contains Chicago” would find Chicago Travel, Chicago Pro Shop, and Tour Chicago.
Does not contain	Eliminates records that don’t contain the value you enter. Example: “Mailing Address Line 2 does not contain P. O. Box.”
Starts with	Use when you know what your value starts with, but not the exact text. Example: If you enter “Account starts with Chicago,” you find Chicago Travel and Chicago Pro Shop, but not Tour Chicago.

Multiple Filters

You can use multiple filter options when setting filters on List Views to:

• Add more than one filter
• Add Filter Logic
• Different Operators

Example

If you want a specific range of Accounts or Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact)., you can add multiple filters to your List Views. For example, if you want to see only your Illinois prospect Accounts you would follow these steps:

1. Navigate to the desired Object tab (e.g. Accounts tab).
2. Once you select an Object, a list of Recently Viewed records displays.
   
3. Select the tab's drop-down on the left and then click your desired List View, for example Recently Viewed.
   
4. Select the Filter icon.
5. Click Filter by Owner.
6. Select My Accounts radio button.
7. Click to Done.
   
8. Click Add Filter.
9. Click the Field drop-down and select the field you'd like to filter by, for example, State/Province.
10. Click the Operator drop-down and choose what operation you'd like the filter to implement.
11. Enter a value you'd like to filter by, for example, “Hawaii”.
12. Click Done.
    
    
13. Click Add Filter.
14. Click the Field drop-down and select the field you'd like to filter by, for example, Type.
15. Click the Operator drop-down and choose what operation you'd like the filter to implement.
16. Enter a value you'd like to filter by, for example, Prospect.
17. Click Done.
18. To delete the filter, click X.
19. Click to Save.