Creating Filters for Table Configurations

You can create filters for table configuration columns using any of the three filter types that are based on an explicit value, an attribute’s value (join-path), or another column’s value.
A filter based on a value allows you to filter a group of items based on an explicit value that you enter. Most of the filters you create will be this type of filter. For example, you could create a table configuration on a list of assets that shows only assets with the type “Tank”. To do this, you would create a filter on the column Asset Type, and select “Tank” as the filter value. Or, you could find assets with a specific string in their name (such as “engine”) by adding a filter based on a value to the Description column.
A filter based on an attribute’s value (join-path) 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.
For example, you could select a group of work requests that were requested by the current employee (the employee currently logged in), regardless of who that is. This allows you to create one configuration for a table (for example, a “My Requests” configuration), rather than separate configurations for each of the users (such as “Joe’s Requests” or “Sarah’s Requests”).
To do this, you can filter the Work Request class’s Requestor attribute by the Current Employee. Since this data is not part of the Work Request class, you would use a relationship (or join path) to capture that data. In this case, you would select the relationship Enterprise.CurrentEmployee, and the attribute EmployeeName.
For example, in a multi-user environment, you might want to create a configuration that only shows the analyses of the user currently logged in. This allows you to create one configuration for a table (for example a “My RCM Analyses” configuration), rather than separate configurations for each of the users (such as “Joe’s Analyses” or “Sarah’s Analyses”).
To do this, you can filter the Facilitator attribute by the login name of the current user. Since this data is not part of the RCM2 Analysis class, you would use a relationship (or join path) to capture that data. In this case, you would select the relationship ObjectQuest.CurrentUser, and the attribute Login name.
You can also filter columns based on the value in another column. For example, you can display only assets for which the asset name includes part of the asset’s type in its description, such as all assets that include “pump” in their description.
You can also apply two or more filters on one column or more and assign them to groups. For more information, see Creating Filter Groups for Table Configurations.
You can view filters that are already applied to table configurations. For more information, see Viewing Filters for Table Configurations.
This topic explains how to create a filter for a table configuration.
For more information about filtering, see Filter Criteria Concepts.

To Create a Filter

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Select the Filtering tab and click New Condition. The New Filter Criterion dialog appears.
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If you selected This value or This column’s value, go to step 8.
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If you selected This attribute’s value, Click . The Select Join Path dialog appears.
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Navigate to the class, select it, and click OK. The attribute box to the right of the attribute is populated with the attributes of the selected class.
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Note: The conditions that are available in the list differ depending on the data type of the column. For example, when the filter uses a date and time data type, the list contains conditions such as Last week, Next week, In the last, and so on.
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In the Grouping Information section, select whether to add this condition to a new group or an existing group.
Note: If no filter groups currently exist, the default is set to Add to new group and a new group is created for you, otherwise Add to existing group is selected and you can choose the group to include this condition.
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If you selected Add to an Existing Group, select either the And or Or option to determine how this condition relates to other conditions in the group.
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Click OK. The condition is added to the Filtering tab of the Configuration dialog.
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Click OK. The filter is applied to the configuration.
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