By creating a set of filter rules, you can limit the information
that is displayed in the Display, Review, Prioritize, Visualize Results,
and Plan views. In advanced mode, you can apply the AND and OR Boolean
operators to filter rules and can base multiple rules on the same
attribute.
About this task
To create a filter:
Procedure
- In the navigation panel, find the view for which to create
a filter. Click the view name to open the view.
- In the view toolbar, click Filter (
)
to open the Filter setup window.
- Click New Filter. All of the available
attributes in the view are displayed.
- Type a name for the new filter.
- Optional: To make the filter available to all
members that have access to the view, select Global.
Tip: Filters are private by default. To create global
filters, you must either be a workspace administrator or have the
workspace permissions for global filters.
- For the applicable attributes, select the filter options.
- In the Visible in Filter column, select the attributes
to display in the filtered view by selecting the corresponding check
boxes. To select or clear all attributes, click the down arrow
or
the up arrow
.
- Optional: To create an advanced filter, click Advanced
mode. All of the defined rules for the filter are displayed.
In advanced mode, you can coordinate the defined filter rules by using
the AND and OR operators and create additional rules. To create an
additional rule:
- Click Add Rule.
- Select attributes, conditions, and values for the rule,
and click OK.
- Select the operator type for the new filter rule. To
change the attribute visibility, click Next.
To save and close the filter setup window, click Finish.
- To save and activate the filter, click OK.
Note: To clear a filter, you can either use the Clear links
for each attribute or the Clear all link at
the bottom of the attribute list in the Filter setup window. To start
using the filter, click OK. The filter button
turns green to indicate that the filter is activated.
Example
Filter features by attribute type- Text attributes: To filter according to text, enter the
text string to filter out; for example, "Bluetooth support" for a
Title attribute. All elements that contain "Bluetooth support" in
the Title are filtered. To filter according to words, type OR between
the words. For example, if you enter Bluetooth support,
the results show all of the elements in which this text string is
found. If you enter Bluetooth or support, the
results show all elements in which either Bluetooth or
support can be found, but not necessarily
in that order.
By default, Text attributes are not case-sensitive.
To distinguish between uppercase and lowercase letters and filter
elements in which the case exactly matches the filter text, select Case
Sensitive.
- Link attributes: To filter according to the number of
links in a certain attribute, from Number of Links is,
select less than, more than, or exact, and enter a number.
- Date Attributes, Created Date, and Last Changed Date:
From these lists, you can select one of the following options to filter
a view:
- is: All elements with a specific and exact date
- is not: All elements without a specific and exact date
- is earlier than: All elements before a certain date
- is later than: All elements after a certain date
- is between: All elements between two dates
- Integer and Float Attributes: From these lists, you can
select one of the following options to filter a view:
- is: All elements with an exact value
- is not: All elements except a certain value
- is more than: All elements with a value that is higher
than a specified value
- is less than: All elements with a value that is lower than
a specified value
- is between: All elements with a value that is within a
specified range
You cannot filter according to the following attribute
types:
- File
- History
- List Text
- Matrix
- Time Grid