30.10 Filter Lists
30.10.1 Overview ¶
Filter lists are centrally maintained value lists (e.g. all approved suppliers) that text criteria access via the placeholder <EntryFromList{ListName}>. Instead of twenty OR-connected supplier names in the criterion, you maintain one list - and all profiles referencing it are automatically up to date.
30.10.2 Managing lists ¶
The lists are managed in the program options under Filter lists (see chapter 40.14); from the criterion dialog, Insert placeholder… → Filter lists → Manage lists… takes you straight there. A list references a CSV file (with delimiter and optional header row) - so what you maintain is a simple text file, e.g. an export from your ERP system.
30.10.3 Using a list in a criterion ¶
In the criterion dialog, Insert placeholder… → Filter lists inserts the reference, e.g.:
- Property Supplier, operator contains, value
<EntryFromList{Suppliers}> - matches if the supplier corresponds to a list entry
- Combinable with text and further placeholders (see chapter 30.5.3), e.g.
<EntryFromList{Suppliers}><AND>Ltd
The list entries themselves may in turn contain placeholders (e.g. regular expressions) - they are evaluated like directly entered values.
Tip: Combined with a negating operator (“does not contain”), a list acts as a block list: invoices from the listed senders are excluded.