Introduction:

A new Company Setting has been introduced for Super Admins to configure the default filter logic in the system. This setting allows admins to define the default filter condition as 'AND' instead of the default behavior, which may be 'OR' in certain modules. Applying the 'AND' condition ensures that all selected filters must be satisfied for records to appear.

Purpose

The feature is designed to improve filtering precision across modules, particularly where templates or asset filtering is used (e.g., in Asset Management). By defaulting to the 'AND' condition, results are narrowed down to items that match all filter criteria, not just any.

How to Enable the Default 'AND' Filter Condition

• Navigate to:

• Setup > User Management > Companies

• Select the desired company:

• This could be the main company or any associated child company.

• Click on Info for the selected company.

• In the Settings tab, locate the setting:

• “Make Filter Default Condition as AND”

• Enable this setting and click Save.

• Refresh the application or page to ensure the changes take effect.

Verifying the Update

Once the setting is enabled and the application is refreshed:

• Navigate to Asset Management > Templates (or any module that uses filters).

• When applying multiple filters (e.g., Email Filter A, B, and C), the system will now apply an AND condition by default.

• This means that only records matching all selected filters will be displayed.

• If the condition appears incorrectly, use the Apply button to enforce the filter criteria.

Conclusion

This update provides Super Admins with a configurable company-level setting to enforce 'AND' logic as the default for filtering. It improves the accuracy of data representation across modules that rely on multiple filter criteria.