Quick Filters

Quick filters provide a powerful way to search for subjects in StudyTrax based on system variables and custom criteria. They allow you to create reusable search filters that can be applied at the project level or across all projects.

Overview

Quick filters are used when searching for subjects and help you quickly find subjects that match specific criteria. They support complex logic using comparison operators, logical operators, and functions.

Key Features:

Create filters using system variables and custom expressions
Apply filters at the project level or across all projects
Support for complex logical expressions with AND/OR operators
Include encounter-specific filtering to find subjects with matching encounters
Reusable and customizable by each user

Access Requirements:

Only Project Administrators can create quick filters
All users can apply existing quick filters
Each user can customize the display order of quick filters

Data Types

Quick filters support the following data types:

Data Type	Description	Example
Text	String values enclosed in single or double quotes	“Active”, ‘Enrolled’
Numeric	Integer or decimal numbers	25, 3.14
Date	Date values using DATE() function or TODAY macro	DATE(2024, 1, 15), TODAY
Boolean	Checkbox values (true/false)	Not directly used, but checkbox variables can be compared
Null	Represents missing or undefined values	NULL
Completion Status	Enumerated completion status values	CompletionStatus.complete, CompletionStatus.incomplete, CompletionStatus.unknown

Operators

Comparison Operators

Operator	Description	Example
=	Equal to (supports wildcards with text)	#EnrollmentStatusId = 1
!=	Not equal to	#EnrollmentStatusId != 0
<	Less than	#EncounterIndex < 5
>	Greater than	#EncounterIndex > 1
<=	Less than or equal to	#EncounterIndex <= 10
>=	Greater than or equal to	#EncounterIndex >= 1
~=	Pattern matching (with wildcards)	#ReferenceID ~= “SUB*”