Data Filter Tags

Data Filter Tags

Adding info from existing KB article Data Filter Terms - What They Mean, that we have encountered that is not included on the existing article

ConsignmentDeliveryIsWithinBizHrs - indicates whether the delivery was made during the business hours set for the sender or account holder’s location. 

How it works:
For this filter to function, business hours must be configured in: Configuration > Global Settings > Consignment related rules > Other > Biz Time. Once set, the system can determine if a delivery occurred within or outside the defined business hours

Use case:
This field is particularly useful when setting up after-hours delivery as an additional service



Use of AND and OR in Data Filter
When working with data filters—especially for rate card logic, reporting, or data validation—it's essential to understand how logical operators like AND and OR affect the outcome. These operators define how multiple conditions are evaluated, which can dramatically change your results if used incorrectly. This article explains the difference between AND and OR, their ideal use cases, and the types of filter conditions that typically go with each.

Here's what they do:
  1. AND: Returns results only if ALL the specified conditions are true.
  2. OR: Returns results if ANY one of the specified conditions is true.
When to use;
AND
  1. You want every condition to be true for a match.
  2. Commonly used for exclusions or narrowing down results.
  3. Best paired with:
    1. not contains (does not contain specific text)
    2. not in (value not in a defined list)
OR
  1. You want any one condition to be true for a match.
  2. Commonly used for inclusions or broader matching.
  3. Best paired with:
    1. contains (includes a keyword)
    2. in (value is within a list)
Reminders:
  1. Order of logic matters: Using OR where AND is required may lead to incorrect classification.
  2. Combine carefully: Avoid mixing AND and OR without using grouping (parentheses) in systems that support them.
Tip: 
Use AND when you want strict filtering (everything must be true), and OR when you want flexible filtering (just one match is enough). Matching the right logic to the correct filter type is crucial for clean and accurate data handling.

Info
Additional Information:
Data Filters are context-dependent. If the data filter option is not available in a particular setup, the feature may not function as expected. Always verify that the data filter option is available before configuring. This ensures that the rule or service will trigger correctly and prevents misconfiguration.

Customer Data Filter Tag and Agent Data Filter Tag - used to group and filter multiple or specific entities at once. These tags are especially useful when filtering data for EDI processing or other bulk data operations.

How it works:
To setup the data filter tag for Customer or Agent, go to Transport > Configuration and Setup > Card files (Customers/Suppliers/Staff) then select the customers or agent you want  include under the same Data Filter Tag then navigate to the Details tab. In the Data Filter Tag field, assign or enter the tag name. This setup allows you to quickly group and identify multiple entities for streamlined filtering and reporting.

Use case:
The Data Filter Tag is particularly useful when you need to:
  1. Include or exclude multiple customers or agents in Additional Services or Levies.
  2. Perform bulk selections for reporting, data exports, or EDI-related configurations.