ActiveManage Docs ← Back to activemanage.co.uk

Adding Filters and Conditions

Filters and conditions are the core of every query. This article shows the full toolkit and the common patterns you'll keep coming back to.

Filter row breakdown showing each part: field picker, operator dropdown, value input (which adapts based on field type — date picker for dates, dropdown for enums, text for strings); plus AND/OR connector

Anatomy of a Filter

  • Field: Any field on the source datastore, including custom fields and fields on linked records.
  • Operator: Adapted to the field type — date fields get date-specific operators, dropdown fields get is-in/is-not-in.
  • Value: Literal text/number/date, a variable (current_user, today), or another field reference.
  • Connector: AND or OR with the next condition in the group.

Operators by Field Type

  • Text: equals, not equals, contains, does not contain, starts with, ends with, matches regex.
  • Number: equals, not equals, greater than, less than, between, is null.
  • Date: equals, before, after, between, within (relative).
  • Boolean: is true, is false.
  • Dropdown/multi-select: is, is not, is in (list), is not in.
  • Linked record: is, is not, related-record matches sub-condition.

Useful Variables

  • current_user — the running user.
  • current_user.group — their primary security group.
  • today, now, yesterday, tomorrow.
  • this_week_start, this_month_start, this_quarter_start, this_year_start.
  • days_ago(n), days_from_now(n).

Worked Examples

  • My open tickets: assignee = current_user AND status = open.
  • Recently created: created_at > days_ago(7).
  • Stale items: last_activity < days_ago(30) AND status = active.
  • Date range overlap: start_date ≤ today AND end_date ≥ today.
  • Linked record condition: customer.country = UK AND total > 5000.