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Creating a Filter Criterion Based on a Relationship

You can use relationship-based filter criteria to filter a group of objects based on their relationship to another set of objects. For example, you might use the Work Request class’ Asset to work on relationship to select only tasks for a specific asset or for a specific asset and its children.
You can create criteria using either fixed or variable values. A regular (fixed) filter based on a value allows you to filter a group of items based on a fixed value that you enter. Most of the filters you create will be regular filters.
 
A variable filter allows you to filter a group of objects based on a variable value. The value used in the filter is only determined at the time the filter is used by looking up the current value of the selected attribute or relationship. A specific, fixed value cannot be selected. For example, you might want to filter employee names based on the name of the employee currently logged in, rather than a specific employee name.
If you create a variable filter criterion based on a relationship, the variable relationship that you select must belong to the same class as the relationship being filtered on. That is, you must compare assets to assets, or maintenance groups to maintenance groups.
This topic explains how to create both fixed and variable filter criteria based on a relationship. To create attribute-based filter criteria, see Creating a Filter Criterion Based on an Attribute.
Note: Before you begin creating filter criteria, you should have a good understanding of APM object modelling and filtering concepts. For more information, see Object Model Overview and Selection Criteria Concepts for Asset Health Assets.

To Create a Filter Criterion Based on a Relationship

1.
On the Asset Health Report Definition window, Assets tab, click New. The Filter Criterion dialog appears.
2.
Select the criterion type and the relationship to use to filter the objects:
Setting Name
Description
Criterion type
Select Based on a relationship from the list. This allows you to create a filter that uses a relationship from the base class to filter the list of objects.
Relationship from
The join path used to navigate to the relationship used to filter the data. You can select any relationship that points to a single instance of the related object. This includes the following relationship types only:
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References one
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Owned by
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Scoped by
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Hierarchical parent
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Contains one
For example, to filter a list of tasks based on the asset, you would select the Work Order Task class’s Asset to work on relationship.
To select a join path, click . Expand the hierarchy until you see the relationship that you want, select it, and click OK.
3.
Select whether this will be a Fixed or Variable filter:
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The Fixed option allows you to filter a group of items based on a specific value that you enter.
To create a fixed value filter, see Fixed Value Filter Settings.
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The Variable option allows you to filter a group of objects using a relative value. The value used in the filter is only determined at the time the filter is used by looking up the current value of the selected relationship. A specific value cannot be selected.
To create a variable value filter, see Variable Value Filter Settings.
4.
Select the condition and value to filter by.
Fixed Value Filter Settings
Setting Name
Description
Condition
The condition you want items to meet in your filtering criterion. The conditions that are available in the list differ depending on the data type of the column or attribute and on the relationship.
Value to filter by
Select the fixed value to be used to filter the list of objects. For example, if you are filtering work requests based on the MonthClosed relationship and the End date attribute, you would select a specific end date.
Hierarchy to use
If you are filtering on a relationship to a class that uses a hierarchy (such as assets), you can select which hierarchy should be used when evaluating the filter criterion.
For example, if you are selecting assets that are children of a specific asset, you will need to specify in which hierarchy the system should look for the child assets. Typically, this would be hierarchy 1 (the physical hierarchy).
Logical group
If you are grouping criteria in order to use “and/or” logic, enter the number of the group for this criterion.
Variable Value Filter Settings
Setting Name
Description
Condition
The condition you want items to meet in your filtering criterion. The conditions that are available in the list differ depending on the relationship.
Join path to filter value
The join path to the value that you want to use in the filter. This setting applies to variable filters only. For purging rules, the join path always starts at the Site class.
For criteria based on a relationship, you must select a relationship to the same class as was selected in the Relationship from box.
To select a join path, click . Expand the hierarchy until you see the class that you want, select it, and click OK.
Hierarchy to use
If you are filtering on a relationship to a class that uses a hierarchy (such as assets), you can select which hierarchy should be used when evaluating the filter criterion.
For example, if you are selecting assets that are children of a specific asset, you will need to specify in which hierarchy the system should look for the child assets. Typically, this would be hierarchy 1 (the physical hierarchy).
Logical group
If you are grouping criteria in order to use “and/or” logic, enter the number of the group for this criterion.
5.
To save the criterion, click OK. The criterion appears in the table on the Selection Criteria tab.