Enumeration filters
Enumeration filters can restrict the selection options given by Enumerations depending on the Association criteria that apply in a specific ‘situation’.
Typically, a specific enumeration filter defines a subset of the values of exactly one enumeration, delimited in the configuration, as either ‘included’ (selectable in the given context) or not selectable (‘excluded’).
As the enumeration addressed as a basic set can still be extended after the configuration of an enumeration filter, the handling of ‘new values’ should be specifically regulated.
Enumeration filters with the Mode ‘exclude new values’ must be customised to allow hand-picked ‘new values’ (principle ‘positive list’).
Enumeration filters with the Mode ‘include new values’ must be customised to exclude hand-picked ‘new values’ (principle ‘negative list’).
Assigned Association criteria decide at runtime which restrictions take effect for a particular enumeration.
All enumeration filters relevant for an Enumeration filters are evaluated according to the best-matching Principle (see Association criteria).
This means that exactly one relevant enumeration filter is determined and applied – or none at all.
Qualified candidates are all Enumeration filters that relate to the Enumeration that may be restricted and to which at least one association criterion is assigned that is considered passed in the context.
Qualified candidates are all enumeration filters that relate to the enumeration that may be restricted and to which at least one association criterion is assigned that is considered passed in the context.
The enumeration filter with the highest priority value determines the restriction of the enumeration.
Combined view for enumeration filters
The 'Configuration/Enumeration/Enumeration filter' menu item opens a combined view that lists the Enumeration filters for which there is at least read access in the session context:
The default input form appears in the detail area with the following features:
|
Field |
Contents |
Sample data |
|
Enumeration (enumName) |
Mandatory selection for exactly one enumeration (see Enumerations). |
Country (CountryCode) |
|
Filter name (filterName) |
Name for the enumeration filter (informative free text). |
BENELUX |
|
Description (description) |
Optional free text that can document the intended use or structure of the filter, for example. |
empty |
|
Mode (filterMode) |
Selection for handling ‘new values’ (include/exclude). |
‘exclude new values’ (WHITE_LIST) |
|
Filter values (filterValues) |
List of enumeration values from the Enumeration, which act as a positive or negative list depending on the Mode. |
→ Included values |
►NOTE◄ The main Administration ribbon category provides the ‘Change owner’ function, which can be used to assign a company as the ‘owner’ (ownerId) for the Enumeration filters. However, access rights to the configuration are not directly decisive for the effectiveness of enumeration filters. An enumeration filter can have a restrictive effect in any context where there is read access to any assigned Association criteria that apply. Ownership and possibly Company authorizations, on the other hand, are only relevant for access to the configuration.
To Assign Association criteria, the user can either click on the ribbon (Enumeration filter/Association/Assign) or on the Association column in a row in the list area (at the bottom of the view).
►IMPORTANT◄ Without Associations, Enumeration filters are definitely ineffective.