Field Criteria Tab Overview

You use the fields on the Field Criteria tab of the Group Manager window to specify the criteria for building a group. Think of these fields as being divided into three sections, like a mathematical equation.

The three sections together form an expression that defines the group.

  • The Look In field tells the system where to look for the data you want to use to define the group.
  • The Select an Operator field tells the system how to look at the data in the Find What field.
  • The Find What field tells the system what specifically to look for in the selected field. The system then compares what it finds based on how it is looking at it as specified in the Select an Operator field.

After you create an expression, you add that expression to the Include Assets that Meet the Following Criteria field. You can create multiple expressions to define a group. Each added expression further restricts the asset selection for the group. For example, suppose you choose to select by date placed-in-service and then by location. The application selects assets that match both criteria. However, if you add two expressions using the same field but requesting different data, the application selects all assets that fall in either range (for instance, location is New York or location is Chicago).

For detailed information on criteria expressions, see Understanding and Specifying Criteria.

To complete the fields on the Field Criteria tab, follow the guidelines in Field Criteria tab.