Project and Item Filters

In many locations throughout all ReliaSoft desktop applications, you can use flexible filters to limit a list of projects, project items (e.g., folios, diagrams, system hierarchy items, etc.) or resources (e.g., models, URDs, etc.).

The drop-down list contains the filters you have saved in this database, plus any filters that another user has chosen to share with other database users.

Use the drop-down list to apply an existing filter. To stop filtering the list, select Show All (formerly called "Default filter").

Sharing Filters with Other Users

To share a saved filter, open the filter's properties window and select the Show to all database users check box.

In a secure database, a shared filter can be edited or deleted only by a) the user who created the filter or b) a user with the "Manage other database settings" permission.

Project Filters

Project filters can be applied to lists that contain project names such as the Project Manager and Analysis Explorer. The filter can either be a query based on specified criteria, or a selected list of projects.

  • Based on Criteria. You can match All Criteria (AND query) or Any Criteria (OR query):
    • Owner (project owner)
    • Category (project category)
    • Analysis/Feature (whether the project contains analyses associated with the specified application or feature)
    • Last Updated By
    • Last Updated Date
  • Based on Selected Projects. Click the Add button to select the projects you want to include, or the Remove button to remove a selected project from view.

Clear the Show locked projects check box if you want to exclude locked projects from the results, even if they meet the criteria.

Projects are always grouped based on whether they are public, private or reference. For additional grouping, select the Group by category and/or Group by owner check boxes. If you select both, the results will be grouped first by project category and then by project owner. For example:

Item Filters

Item filters can be applied to lists that contain project items and resources such as the Current Project Explorer and Resource Manager.

Select whether the item must match All Criteria (AND query) or Any Criteria (OR query):

  • Category (item category)
  • Created By
  • Last Updated By
  • Last Updated Date
  • Identifiers (Name, Part Number, Version, Application, Supplier, Description, Comments and Keywords)

Related Topics and Links