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Set Up Filters for Views

You can create filters as part of a view, or as separate elements that you can apply to the current view. The filters you create as part of a view are saved and applied with the view. If you create a filter file, you can add it to your library file and apply it to any window.

To create or edit a filter for the current view

  1. Select Manage Library from the View group in the Project ribbon.

    The View library dialog opens.

  2. Select the view from the library dialog and press Edit.

    The Layout tab on the View Definition dialog box opens.

  3. Select the Filter tab.

    The Filter tab appears.

  4. In the list of field names, double-click item icons to display field names associated with the current view, and drag field names to the Field column to create or edit a filter.
  5. Complete the following fields in the Filter grid section:
    Field

    Drag a field name to this column.

    Value

    Select or enter the defining criteria.

    Compare

    Select from appropriate relationships such as Equal to or Greater.

    And/Or

    Select from 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.

  6. Click OK.

    The View Definition dialog box closes.

More information:

View Definition Dialog Box

Define View's Layout

Define View's Description

Set Up Sorts for Views