How to build a Filter

Each FilterItem has a Name and an Operation Code (see below for what the operation codes mean).

Use the Name, Operation Code, and the value that the user has selected to build a string in this format

[Name]|[OperationCode]|[Value]

If the user has not selected a value, then that filter should not be passed back.

Examples

Built Filters

Page Filters

Sample:Date Greater than

DateOfQuote|5|2021-01-01

Sample:Combining Filters

DateOfQuote|5|2021-01-01,DateOfQuote|6|2021-02-01

Grid Filters

Sample: All New Quotes

Status|1|New

Sample: All New or Open quotes

Status|1|New$^$Open

Sample: All Picked and Underwritten quotes

Status|1|Picked$$$Underwritten

Filter Types

NameDescriptionAdditional
TextA simple Text fieldText should not contain commas (,) or pipes (|)
DropdownA Select / Dropdown / Combobox field using the options provided
DateA Date selection field.Dates should be returned in "dd MMM yyyy" or "yyyy-MM-dd" format
CheckboxA check box. Must return the value in true/false format
RadioA radio button group using the options provided

Filter Operations

ValueDescription
1Value Equal to
2Value Contains
3Value Starts With
4Value Ends With
5Value Greater Than
6Value Less Than
7Value Greater or Equal to
8Value Less or Equal to
9Value in Foreign List
10Value Not Equal to
11Value Not in Foreign List