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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 can apply it to any window.

Follow these steps:

  1. Open the Project ribbon.
  2. Click Manage Library in the View group.
  3. Select the view from the Libraries dialog and click Edit.
  4. Open the Filter tab.
  5. Double-click the information folders to display the field names that are associated with the current view.
  6. Drag the field names to the Field column to create or edit a filter.
  7. Complete the following columns in the Filter grid section. The following fields require explanation:
    Compare

    Select the appropriate relationship. For example, Equal to or Greater.

    Value

    Select or enter the defining criteria.

    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.

  8. Click OK.

More information:

Create a View

View Definition Dialog

Define the Layout of a View

Define the Description of a View

Set Up Sorts for Views

Add Field Names on Views

Save Views