Manage Filters and Sorts › Create and Edit Filter Files

Create and Edit Filter Files

When you create a new filter, you can save it to the Open Workbench Library as an .rwf filter file and apply it later to any view. Use the Filter Definition dialog box to create or edit filters that are part of and apply to a single view (not saved as .rwf filter files). To view this dialog box, select View, Compose, Filter.

Note: You can also access the Filter Definition dialog box from the Libraries dialog box.

To create or edit a filter file

1. Select New from the View group in the Project ribbon, or press F3, or right-click the view headings in the main window and choose modify, or select Manage Library from the View group in the Project ribbon, select a view and press Edit.

   The Filter Definition dialog box opens.

2. Enter a name for the filter you are creating or editing in the Name field.
3. In the list of field names, click item icons to display field names associated with the current view. Drag field names to the Field column to create or edit a filter.
4. Complete the following in the Filter grid, and click Save:

   Field

   Drag a field name to this column.

   Value

   Select or enter the defining criteria.

   Compare

   Select appropriate relationships such as Equal or Greater.

   And/Or

   Select And or Or to add another row to the filter.

   Note: The data type of the value must correspond to the field name. For example, if the field name is numeric, the value must also be numeric. You can use wildcard characters (* for any number of characters or ? for single characters) to search for substrings within field names.

   The Filter Definition dialog box closes and the Save Filter Definition dialog box opens.

5. To save the filter as a new filter, complete the following fields, and click Save:

   Save in

   Defines the folder or subfolder.

   Files list

   Defines the name of the file to which the existing file will be overwritten.

   File name

   Defines the file name.

   Save as type

   Specifies the default file type.

   Note: You must use the default extension to add the filter or sort to a library file.

   Library Group

   Defines the filter file's library group from which you will access the filter.

   Values: Favorites, Planning, Executing, Controlling, Filters & Sorts, or other group names.

   A confirmation dialog box appears if you are saving an edited filter.

More information:

About the Open Workbench Library