Field Based Criteria

The available logical operators depend on the data type of the column.

The columns in People Planner can be of the types described in the following table.

Type	Description
Date	A column that contains a date. Examples of this are the Close Date, Start, and Finish columns.
Numeric	A column that contains a number. Examples of this are the Allocated, ERP Probability, and Sales Price columns.
Flag	A column that contains a checkbox. Examples of this are the Closed, Is Approved, and Unassigned columns. Note: People Planner treats Flag columns as a special case of the Numeric data type, where 0 = is not selected, and 1 = is selected.
Lookup	A column that can only contain values that are defined in a list that is defined somewhere else-usually as one of the Dimensions. Examples of this are the Company, Main Project, and Resource Category columns.
Text	A column that contains text. Examples of this are the Local Spec 1, Name, and Project Number columns.

The logical operators that are available depend on the data type. For example, for text fields you can use the 'Starts with', 'End with,' and 'Contains' operators; whereas for number fields you have operators such as 'Is Less Than', 'Is Greater Than,' and 'Is Equal To.'

Note: You can configure a SQL Server to be either case-insensitive or case-sensitive--that is, where "a" is considered to be different from "A." The recommendation is to choose case-insensitive because the alternative will yield counterintuitive results like "A" < "Z" < "a" < z.

You can combine one or more conditions in a data limitation. You add each new condition by clicking the Add Expression button. You can also use groups when you need to define more complex conditions. Click the Add Group button to create a group.

You may often need to change the root operator-the operator at the top of the list of operators, which defaults to "And"-from "And" to, for example, "Or," or the data limitation will not let anything through. You can do this by clicking the root operator.

Click the Field Based Limitations button to open a wizard where you can create conditions for your data limitation

Option	Description
And	All conditions must be satisfied.
Or	At least one of the conditions must be satisfied.
Add Expression	Use this button to add an expression.
Add Group	Use this button to define more complex conditions that would normally require parentheses.
x	Click this to delete an expression.