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Tutorial 9: Using Floating Date Filters on HanDBase Windows Mobile Classic/Professional
Product: Article Number: 300Creation Date: 12/07/2007

Tags:

 

- Topic: Date Filtering

- Product: HanDBase

- Version: 4.0

- Date: November 26, 2007

- Handheld OS: Windows Mobile 5, Windows Mobile 6 (Pocket PC)

- Desktop OS: Windows

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Tutorial:

 

This tutorial's goal is to introduce the enhanced date filtering as a new feature in HanDBase version 4.0.  This feature's main function is to allow users greater flexibility in filtering various date tags and ranges.  Being able to take advantage of the date filtering extends the previous functionality of HanDBase by allowing users to do such things as filter to show only records with a date matching the current day, tomorrow, yesterday, and "x" amount of days, months and years in the past and present.  This could be very useful in the creation of databases which have date sensitive records, such as attendance logs, task and/or project management and datebook replacements.


In this tutorial, the necessary steps to configure date filtering within HanDBase will be detailed.  Then, the results of properly configuring date filtering will be examined.  Finally, additional resources will be provided should any further information be needed.

 


Step #1:

 

The first step towards taking advantage of the ability to use the enhanced date filters, a database first needs to be created.  For the purpose of illustration, this tutorial will detail the process of creating a simple task management database.  The first step in doing so is to launch HanDBase in the manner most appropriate for the particular model of handheld being used.  Once running, the create a database with the following properties:

 

Database Name = “Task Manager”

 

Field 1 – Name=”Status”, Type=”Check-Box”

Field 2 – Name=”Priority”, Type=”Text”

Field 3 – Name=”Date”, Type=”Date”

Field 4 – Name=”Task”, Type=”Text”

Field 5 – Name=”Notes”, Type=”Note”

 

Step #2:

 

a)     Once the database is created, the second step is to create views that contain filters based on date criteria. 

b)     Tap the Menu button in the lower right corner of the window  and select the Edit Views option to display a list of the views available for the database.  Initially, there will only be one view, called the Default View.  This database will have five (5) unique views.  While each view’s description explains what the type of task is that will be displayed in the list, they must first be created and configured.

 

c)      To create a unique view, tap the “New” button at the bottom of the “Select a View” form.  A form with three options will appear. 

 

d)     For the purpose of this tutorial, only the Filter option will be configured.  To edit the filters for the view, press the “Filter” button.

 

 

Step #3:

 

In order to be able to view the tasks in the database according to date status, there needs to be views created to show only tasks that are due today, tasks that are due tomorrow, tasks that are already completed, tasks that are past due and finally a view that shows all of the available tasks, both past and present, complete and incomplete. 

 

a)     Create views that have titles to match the filter descriptions listed above.  In each of the views, create the respective filters listed below:

 

-          Due Today

o       Filter 1 = Enabled

§         Field = Status

§         Value = Not Checked

o       And/Or = AND

o       Filter 2 = Enabled

§         Field = Date

§         Date Range = Today

-          Due Tomorrow

o       Filter 1 = Enabled

§         Field = Status

§         Value = Not Checked

o       And/Or = AND

o       Filter 2 = Enabled

§         Field = Date

§         Date Range = Tomorrow

-          Past Due

o       Filter 1 = Enabled

§         Field = Status

§         Value = Not Checked

o       And/Or = AND

o       Filter 2 = Enabled

§         Field = Date

§         Date Range = Trailing Year

-          Complete

o       Filter 1 = Enabled

§         Field = Status

§         Value = Checked

o       Filter 2 = Not Enabled

-          All

o       Filter 1 = Not Enabled

o       Filter 2 = Not Enabled

 

After setting up HanDBase 4 to use the new date filtering functionality as described in the previous steps, it can be observed that when switching views, the different status and date filters are applied, allowing the user to manage the information in a productive manner. 

 

 

To summarize, this tutorial has introduced enhanced date filtering as one of the many new features in HanDBase 4.  Additional resources, if needed, can be found at:

 

1 YouTube Video Version of this tutorial

2 download database files used in the tutorial

 

If further assistance is needed, please contact DDH Software's technical support at http://www.ddhsoftware.com/support


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