• Round brackets: ( )
  
• and / or operators
  
• Criteria Row Number

Important Notes

• When the Change Pattern box is open, you cannot add or delete a criteria row under the Specify Criteria section.
  
• The operator precedence will not be taken into account if you do not specify brackets. For example, if you specify the criteria as 1 or 2 and 3, it will be considered as ((1 or 2) and 3)
  
• You can change the and or or of the criteria rows and it will be updated in the Editor below.
  
• You can change the and or or condition in the pattern and it will be updated in the rows above.
  
• If you specify 1 and 2 and save it, on editing the view the pattern will be shown as (1 and 2). For (1 and 2) or 3 the pattern will be shown as ( (1 and 2) or 3 )
  
• If you add more rows in the editor and delete one by one there will be additional brackets displayed in the pattern. For example if there are 5 rows added and you delete the 4th row, it will be shown as ( ( ( ( 1 and 2 ) or 3) )or 4 ) and if the 3rd row is deleted again it will be shown as ( ( ( ( 1 and 2 ) ) ) or 3 ). If the first row is deleted then it will be shown as ( ( ( ( 1 ) ) ) or 2 ). However, upon saving the criteria, it will become ( 1 or 2 ). ( ( ( 1 and 2 ) and 3 ) ) will appear if the last criteria is deleted.
  
• Make sure that you do not use the following as they are invalid: (), (and), (or)
  
• If the brackets do not match it will be treated as invalid.
  
• You will get an error message, if the number of rows and the numbers given in the pattern do not match and also, if there are any missed numbers in the pattern specified.
  
• Save and Cancel buttons on the custom view will be hidden while editing the criteria pattern.
  
• In case the final brackets are missing, there will be a difference in the Criteria Patterns Editor and its view mode.
  

  Your Criteria Pattern in Editor	Your Criteria Pattern in View Mode
  ( 1 and 2 ) or ( 3 and 4 )	(( 1 and 2 ) or ( 3 and 4 ))
  1 and 2 and 3 and 4	(1 and 2 and 3 and 4 )
  ( 1 or 2 ) and ( 3 or 4 )	( ( 1 or 2 ) and ( 3 or 4 ) )

Use Last Activity Time in Criteria

Apart from editing a record, there are various other activities associated with records. For example, adding a note, closing a task, sending emails etc. The last updated time of such activities is captured in each record as Last Update: Time (only in the Temps, Clients, Contacts and Jobs modules). The information in this field can be used in the List View criteria, to filter out records that had no activity for a specific period of time or those records that had recent activities.

Availability

The activities and updates that will be recorded as Last Activity time:

• • Editing fields in a record
    
  • Adding & updating activities, i.e. Tasks, Events, Calls
    
  • Sending emails to Temps and Contacts
    
  • Adding & editing notes
    
  • Adding jobs & contacts under an account
    
  • Changing the owner of the record
    
  • Adding and deleting a record
    (This does not include deleting a record associated to the parent record.)
  • Closing a task
    (This does not apply for events as they are automatically moved under Closed Activities after the End DateTime.)
  • Deleting and restoring the records (individually or in bulk).
    
  • Mass operations like Mass Update, Mass Transfer etc.
    (Except for Mass Delete option.)

The activities and updates that will NOT be recorded as Last Activity time:

• Editing contacts or jobs under an account will not be listed under the Account
  
• Deleting related lists under a record.
  

To use the Last Activity Time in criteria

1. Click the Temps, Clients, Contacts or Jobs module.
   
2. Select a List View from the drop-down list and click the Edit link.
   You can specify criteria only for the custom list views.
3. In Edit View page, under Specify Criteria select the Last Activity Time from the drop-down list.
   
4. Specify the criteria conditions.
   
5. Click Save.
   

Clone Custom List View

The custom views that you create can be duplicated and a similar list view can be created. Please note that the default views cannot be cloned or deleted.

To clone custom list views

1. Click the [Module] Tab.( For e.g.. Temps, Contacts, Clients, etc.)
   
2. In the [Module] Home page, select the list view that you want to duplicate.
   
3. Click the Edit link.
   
4. Then click on the Clone button.
   
5. In the Clone View page, do the following:
   
   • Enter the custom View Name.
     
   • Select the columns to be displayed in the View mode.
     
   • Choose the option as to who can see this view.
     
   • Select the Specify Criteria check box and specify the criteria.
     
6. Click Save.
   

Edit Standard List View

You can edit the standard list views that are by default provided in Zoho Workerly to add or remove the columns in the list view. Please note that you cannot edit the criteria or rename these pre-defined list views.

To edit standard list views

1. Click the [Module] Tab. (For e.g. Temps, Contacts, Clients, etc.)
   
2. In the [Module] Home page, select the list view that you want to edit.
   
3. Click the Edit link.
   
4. In the Edit View page, select and move the fields to the Available Columns list box.
   After selecting the columns you can change the order of the columns or remove unnecessary columns from the Selected Columns list box.
5. Click Save. 
   

Delete Custom List View

The custom views that you create can be deleted if required. Please note that the pre-defined list views cannot be deleted.

To delete custom list views

1. Click the [Module] Tab. (For e.g. Temp, Contacts, Clients, etc.)
   
2. In the [Module] Home page, select the list view that you want to delete.
   
3. Click the Edit link.
   
4. Click on Delete.