How to Use Sets
PRINTOnce you have created your Sets in the Sets Module, you can then use them for filtering in the People and Organizations Modules. Using sets for filtering is beneficial in several ways: 1). You have the ability to save filters and not have to recreate complex filter definitions every time 2). Using sets allows you to do “or” statement filtering that is otherwise not possible to do using regular filters.
For example, if you’re interested in finding all of your person records with either a home phone number or a work phone number, you would first create two different sets- one for records with home phone, another for records with work phone.
Now, in the people module, pull up the filter wizard, where you’ll notice that Sets is the first folder listed. In this folder, you have two choices, Sets and Sets to Exclude.
If you choose the Sets to Exclude option, your filter will return all person records that do not meet the criteria selected in your set criteria.
To filter for a specific set, select the Sets folder, and a listing of all the sets that exist in your database will come up. When you select a specific set, in the description section you will see a reminder of what the set criteria is.
Now, to see the person records with either a home phone or a work phone number (but not necessarily those with both), we’d select our two sets, Records with Home Phone and Records with Work Phone.
Conversely, to see the person records without either a home phone or a work phone number, we would use the Sets to Exclude option. If we exclude the sets Records with Home Phone and Records with Work Phone, we would see person records without a home phone or without a work phone number.