Creating filters

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

  1. In the navigation panel, find the view for which to create a filter. Click the view name to open the view.
  2. In the view toolbar, click Filter (Filter icon) to open the Filter setup window.
  3. Click New Filter. All of the available attributes in the view are displayed.
  4. Type a name for the new filter.
  5. 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.
  6. For the applicable attributes, select the filter options.
  7. 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 Down arrow or the up arrow Up arrow.
  8. 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:
    1. Click Add Rule.
    2. Select attributes, conditions, and values for the rule, and click OK.
    3. 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.
  9. 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

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