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How can I change the criteria pattern using the Change Pattern option?

When will I need to use the Change Pattern option?

  • When creating a custom view, under Specify Criteria section an option is available to Change Pattern.
    NoteChange Pattern option for a particular view is enabled only for the owner of the view and for all Admin users.
  • You can use the Criteria Editor under the Specify Criteria section to set criteria and filter records in the custom view.
  • The system sometimes understands these criteria a little differently from what is actually defined.
  • The Change Pattern option, allows you to modify the criteria pattern understood by the system to match your requirement.
     
Let us look at some examples to help you understand better.

Example: You want to create a view, which displays all candidates added to the database this month, having Java as part of their Skill set, and their Resume status is either New or Associated.

When you specify the above criteria using the Criteria Editor, the criteria pattern will display as shown below:

The default pattern is (((1 and 2) and 3) or 4).

However, the required pattern is ((1 and 2) and (3 or 4)).

This modification can be made using the Change Pattern option. The required pattern is input and saved as shown below.

Example: You want to create a view, which displays those candidates whose Current job title is Sales Manager or Marketing manager, having 4 years or more of overall work experience, Skill set contains sales and marketing and their Location is either Texas or New York.

When you specify the above criteria using the Criteria Editor, the criteria pattern will display as shown below:

The default pattern is (((((1 or 2) and 3) and 4) and 5) or 6).

However, the required pattern is (((1 or 2) and 3) and 4) and (5 or 6)

This modification can be made using the Change Pattern option. The required pattern is input and saved as shown below.

Points To Remember:

  • You can use the operators AND and OR, round brackets, i.e., ( and ), and Criteria row numbers to edit the criteria pattern using the Pattern Editor.
  • Brackets and their positions are the key deciding factor when it comes to prioritizing the criteria to be applied. For e.g., if you specify the criteria as ((1 or 2) and 3), records that comply with criteria 1 or 2 are filtered first. Criteria 3 is then applied to these filtered records.  However, if you specify the criteria as (1 or (2 and 3)), records that comply with both criteria 2 and 3 are filtered first. Criteria 1 is then applied to these filtered records.
  • If you change the operators AND or OR in the criteria rows using the Criteria Editor, changes will be reflected in the criteria pattern in the Pattern Editor.
  • If you change the operators AND or OR in the criteria pattern using the Pattern Editor, changes will be reflected in the criteria rows in the Criteria Editor.
  • Make sure that you do not use the following as they are invalid: (), (and), (or).

 

 

 

 

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