10. FILTERS
A filter is a mechanism that allows special handling of items that may be received in the future. Filters ‘catch’ items that satisfy a particular criterion or set of criteria which are set by you. Items which are ‘caught’ in a filter will appear as waiting items in the Global Filters screen. Items caught in filters will also appear where they were initially created.
For example, you may wish to filter all the items with the keyword, "urgent." EIES® will check all your incoming items for that keyword. When one is found the item will be placed in the Global Filter screen. You might wish to have another filter for items authored by your boss.
10.1 ADDING A FILTER
At HOMEBASE select Global, then select Filters. The screen looks like this:
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GLOBAL FILTERS (602) No Items On List
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Next Back Enter Add Delete Modify View/read Scan Find
Next page ( ? help, - esc, ++ homebase )
ACTION CHOICE>N
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Now select Add filter. EIES will ask a series of questions. You need not answer all of the questions, only provide the information for the criteria you wish to use to filter your incoming items. You may use any number of criteria to construct a single filter; however, all the criteria must be satisfied in order for an item to be caught.
EIES® Questions: Type in Response:
new filter name> the name you wish to call
this particular filter.
author number or nick name> the name or number of the
EIES member whose items you
wish to filter.
subject for the new filter> the specific subject that you wish
to filter.
keyword for the new filter> the specific keyword that you
wish to filter.
Enter the pattern to be searched> a specific pattern of text that you
wish to filter.
Enter Filter Description: a description for this filter.
When done, type a + on a
line by itself.
EIES® will tell you that the filter is being added. At this point you are asked Delete scratchpad (Y/N)? Go ahead and delete your scratchpad. Your filter will be preserved in the system. EIES® will automatically assign a number to the new filter.
10.2 MODIFYING A FILTER
If you wish to change some of the criteria for an existing filter, select Modify filter. EIES® will ask: number of the filter you want to modify (#)>. EIES® will ask the same series of questions as when adding a new filter. If you wish to change a specific criterion, just enter the new information. If you wish to leave a specific criterion unchanged, just enter <CR>. The modified filter will catch any new items meeting the specific filter criteria. Any items previously caught in the old filter will remain in that filter, even though you may have changed some of the criteria.
10.3 DELETING A FILTER
If you no longer need a specific filter you may delete it. At the Global Filter screen select Delete filter. EIES® will ask for the number of the filter you wish to delete. After you enter the number, EIES® will notify you that the filter is being deleted.
10.4 ENTERING (VIEWING) FILTERED ITEMS
At HOMEBASE you will be notified if an item has been ‘caught’ in a filter. If you wish to work with the ‘caught’ items select Global, then select Filters. You are now at the Global Filters screen. A list of all your filters will be displayed. This list includes the filter number, name, and number of items that have been ‘caught’ in each filter. Now select Enter filter. You will be asked to supply the number of the filter you wish to enter. EIES® will display a list of items that have been ‘caught’ in that filter. The screen will look like this:
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FILTERED WAITING LIST (630) Page 1 out of 1
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M372.2.1 Ellen Schreihofer (Ellen,109) 3/21/92 10 lines upcoming demo
GF 6: Urgent
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Next Back Scan View Thread Find Intake Preview Enter
Next page ( ? help, - escape, ++ homebase )
ACTION CHOICE>
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These items may be treated as any other message or conference comment you receive. Note that when you perform as action on an item that is caught in a filter, it is the same as performing the action where the item was created. For example, if you catch a conference comment and decide to view it, that item will be moved to your accepted list, as is done with any item you view.