Many clubs have a large number of participants and often need to restrict the list of participants they view to an appropriate list for a given task. Person Filters can also be used to save search criteria for use in other parts of the system.
Person Filters dynamically return a (limited) Person list within your organisation.
For example, a filter that includes records involving a date range (e.g. DOB), will return the list as at the time the filter is used.
Using the Person Filter Management screen
The Person Filter Management screen presents a list of the current Person Filters.
Only users with PERSON MANAGER rights can create, edit or delete Person Filters.
- Click the Edit Link of the filter to be edited. The Person Filter Maintenance screen opens.
- Edit the filter using the table below.
- To preview the list of participants that the filter will relate to, click the Preview button.
- Click Save to save changes or Back to Person Filter Management link to cancel changes.
| Name | Enter a name for the Filter. This will be the name used to identify the Filter on pages that use Person Filters (such as Custom Player Lists). |
|---|---|
| Description | Optionally, enter a description for the filter. This is only displayed on the Person Filter Management screen to further describe the Filter. |
| Filter Type | Select whether the filter is DYNAMIC OR STATIC:
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- Select STATIC as the filter type. The static filter options will display.
- Enter/select the filter options as per the table below.
- Click the Save button to save changes or click Back to Person Filter Management to cancel changes.
All participants on your list are displayed in the left hand box (Available Participants).
To Add a player to the Squad list: Click the player in the Available participants list and click the Add button (or just double click the player).
To remove a single player from the Squad list: Click the player in the Squad list and click the Remove button (or just double click the player).
To add multiple participants: In the Available participants list, select the participants by clicking the first player, holding down the Shift key, and clicking the last player, or by holding down the Control key and clicking individual participants and click the Add button.
To remove multiple participants: In the Squad list, select the participants by clicking the first player, holding down the Shift key, and clicking the last player, or by holding down the Control key and clicking individual participants and click the Remove button.
To add all participants: Click the Add All button.
To remove all participants, click the Remove All button.
You can include a mixture of Active and Inactive participants for any STATIC filter.
| Role | Select a role. The list of sub roles will automatically be populated.
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|---|---|
| Sub Role |
Example: To choose SENIOR PLAYERS, select PLAYER in the Role dropdown, Choose Select Sub Roles and select SENIOR. |
Select the Advanced Search Criteria link to enable more detailed filtering, as shown below.
| Person Name or ID | Enter part of the person name to search/filter for. This may be left blank to match all names, and be any number of characters. The search will match both first and last names. Make a selection in the dropdown relating to whether the name starts with, ends with or contains the search text.
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|---|---|
| Date of birth range* |
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| Gender* | Select one or a combination of Male/Female/Undisclosed. If nothing is selected, gender is ignored, and records will be returned that have a M,F or no gender entered. |
| Registration | Select the Registration Period and/or the Registration Type as further filter options. This option only displays on certain screens, and further filters the list to registered players of a selected association. |
| Organisation | You can search for records within the current organisation only by selecting the Include records within the current organisation. Alternatively, you can search for records within another (selected) organisation by selecting the organisation from the dropdown list. If you choose this option, you can further select whether to include child organisation records of this selected organisation. |
The CONTACT role is private to an organisation, and parent organisations cannot search for records that have only this role.
Use of filters: Examples
Custom player lists
Create different player lists for juniors, veterans, or male, female teams. A dynamic filter is typically used. This gives easier access rather than going to the default Player list where all participants will be present.
Team selection
Only display relevant participants during team selection by applying a filter. A dynamic filter is typically used. This ensures only relevant participants can be selected.
Email lists
Static filters make great Email lists. Simply add the participants/contacts, and apply the filter when Emailing. For example, create a static filter containing your committee members.