Create Filters and Sorts › Create a Filter File

Create a Filter File

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

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

Follow these steps:

1. Open the Project ribbon.
2. Click New Filter in the View group.
3. Enter a name for the filter.
4. Double-click the information folders to display the field names.
5. Drag the field names to the Field column to create a filter.
6. Complete the following information in the Filter grid:

   Compare

   Select the appropriate relationship. For example, Equal, Not Equal.

   Value

   Select or enter the defining criteria.

   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.

7. Click Save to close the Filter Definition dialog and to open the Save Filter Definition dialog.
8. Click Save.
9. To apply the filter to an appropriate view, click its name in the Library or select it in the Libraries dialog and click Apply.

Note: To edit a filter, open the Project ribbon, and click Manage Library in the View group. Select the filter in the Filters & Sorts group and click Edit. If the filter you are modifying is not part of a view definition, you can save it as a new filter file.

More information:

Open Workbench Library