AppColl allows filtering for specific information you wish to see, in any of the seven modules. In the Change View section in the left column, click the Add Filters button.
This will produce a popup window, where you can select filters, as shown below.
The top row lists any optionally preset filters (in this case, all open tasks). To filter, use the drop-down menu under the Column heading to select a database field (such as RespondBy) to filter on. Use the text box on the right to identify your filter condition (in the example, "Next 30 Days" is the date range). Click the Add button on the far right, and the search will show the number of results in the Count column on the far left. Set additional filters to further narrow the data. When you have all filters set, click the Execute button to run all of the filter queries and return the data set.
The below screen shot shows another example of a query.
where the matter type is Utility: Non-Provisional and
where the matter type is Utility: Non-Provisional and the client is ABC Tech Company
In this example, a total of 36 items meet all four search criteria. Remove any of the filters by clicking the trashcan icon on the far right of the row and clicking Execute.
If filters are in place, the Change View section will show a summary of all the filters. To edit existing filters, click the Edit Filters button to reopen the popup window. Click the trashcan under the Edit Filters button to remove all the filters without opening the popup window.
Depending on the module and the column (data field) chosen for filtering, the search type varies.
cat dog or rat or 'blue fish' not chicken
AppColl would interpret that text as
cat and (dog or rat or 'blue fish') and not chicken
Record Text Match
cat dog Yes
cat rat Yes
cat rat chicken No
cat fish No
cat blue rat fish No
cat 'blue fish' rat Yes
Complex filters can be created with database queries. Click here for specific instructions.