40.11 Filter Lists
40.11.1 Overview ¶
In the Filter lists area you manage reusable external text files that are referenced in filters via the placeholder <EntryFromList{Name}>. A filter list contains a collection of values - such as supplier domains, active case numbers or keywords - which are maintained centrally in a file instead of entering them redundantly in multiple profiles.
A detailed description of the filter concept can be found here (see Chapter 30.19).
Program options, Filter Lists area: list of user-defined value lists with import/export per list
40.11.2 Toolbar ¶
| Button |
Effect |
| Add… |
Opens the editor to create a new filter list |
| Edit… |
Opens the selected filter list in the editor |
| Remove |
Removes the selected filter list after a confirmation prompt |
A double-click on an entry also opens the editor.
40.11.3 List Columns ¶
| Column |
Description |
| Name |
Unique name with which the list is referenced in the filter (e.g. MainSuppliers) |
| Path |
Path to the text file or Excel file with the values |
| Column separator |
Separator between the values (default: line break) |
| Encoding |
Character encoding of the file (ANSI, UTF-8, UTF-16, …) |
40.11.4 Create or Edit a Filter List ¶
When adding or editing, a dialog opens with the following inputs:
| Input |
Description |
| Name |
Unique name. Letters, digits and hyphen. This name appears in the placeholder |
| Path |
Full path to the file. Supported formats are TXT, CSV and Excel (XLSX, XLS). UNC paths are possible |
| Separator |
If there are multiple values per line in a text file: the separator (e.g. comma, semicolon). Empty = one value per line. No effect for Excel files |
| Column index |
For multi-column files: 1-based index of the column to read. Only active when a separator is set or an Excel file is used |
| First row contains column headers |
When enabled, the first row is skipped as a header |
| Encoding |
ANSI, UTF-8 (with/without BOM), UTF-16 LE/BE, or custom code page. No effect for Excel files |
| Code page |
For ANSI: specific code page value (default 1252 for German Windows) |
Tip: For pure lists with one value per line, leave the separator empty. That is the simplest and most robust variant.
Tip: You can use the same Excel or CSV file in both filter lists and lookup tables, selecting the appropriate column via the column index.
40.11.5 Use in a Filter ¶
In a text filter you include the list with the placeholder:
Sender address contains <EntryFromList{MainSuppliers}>
During evaluation the program replaces the placeholder with each entry of the list and checks whether at least one occurs in the email value.
Further information: (see Chapter 30.19).
40.11.6 Tip ¶
- For lists with umlauts, always choose UTF-8 as the encoding - otherwise umlauts will be interpreted incorrectly when read