Filtering Objects Using Configurations

You can filter the content in your session based on configurations.

A filter consists of one or more specifications, that is, groups of criteria. You can activate or deactivate a specification at any time. You can retrieve existing specifications and copy them to a new filter.

In this scenario, you create a new filter with criteria based on configurations only. However, you can combine attribute criteria and configuration criteria in the same filter. For more information, see Filtering Objects Using Attributes.

This task shows you how to:

Before you begin: To open the Filter panel, select a root object and click Define Filter from the Tools section of the action bar.
Important:
  • The object for which you want to define a configuration filter must have a configuration context associated with it.
  • At least one configuration model must be attached to the root of the structure.
For more information, see Editing the Configuration Context, Editing Variant Effectivity, and Editing Evolution Effectivity.

Define the Criteria

  1. In the Filter specification, click Configuration .
  2. From the Model list, select the model for which you want to apply the configuration filter.
  3. To select model versions to add to the criteria, do the following.
    1. Select the Model Version check box.
    2. In the search box, click .
    3. Select the model versions.
    4. Click Ok to validate.
  4. To select units to add to the criteria, do the following.
    1. Select the Unit check box.
    2. Type a unit number assigned to the selected model or click .
    3. Select the required units and click Ok.
  5. To select dates to add to the criteria, do the following.
    1. Select the Date check box.
    2. To select a single date, type the date, or click and select a date.
    3. To select a date range, click Range displayed next to the date box, select start and end dates.
    4. To add another date criteria, click Add Date, and select the dates.

      Tip: You can use a combination of single and range date criteria.

  6. To select variants and options to add to the criteria, do one of the following:
    • To select variants and options from a product configuration, click Edit Variants and Options from Product Configuration and follow the instructions in the dialog box.
    • To select variants and options from configurator, click Edit Variants and Options from Configurator and follow the instructions in the dialog box.
  7. To select variants and options in the Edit Variants and Options dialog box, do the following.
    1. Click a variant or option group box and select a variant value or option from the list.
    2. In the Edit Variants and Options dialog box, click Ok.
  8. Click Validate .
    The criterion is created, and a summery of it appears in the current Filter specification.

Define the Filter Specifications

  1. To rename the Filter specification, click Rename Filter in the context menu and enter a new name.
  2. To add or exclude specific nodes from the filter specification:
    1. Click (Add/Exclude nodes).
    2. Expand the desired section, and select the nodes from the product structure.
    3. Click to validate.
  3. To define another filter specification:
    1. Do one of the following:

      • Click Add New Filter to create a new specification.
      • Click Add Existing Filter to add a specification from an existing filter.
      Note: These commands become available after you validate one criterion for a first filter specification.

    2. Repeat the steps in Define the Criteria above.

Define the Filter

  1. To rename the filter, click the filter name and enter a new name.
  2. To manage the display of child objects, toggle between Show children of attribute criteria results and Hide children of attribute criteria results in the Filter context menu .
  3. To define filter specifications, repeat the steps in Define the Filter Specifications above for as many specifications as you need.

    Tip: In the Filter context menu , click Reset to delete all the filter specifications and their criteria.

  4. Optional: To save the filter, click Save.
    The filter is saved in the database and can be retrieved later.
  5. To apply the filter, click Apply.
    The structure is filtered according to the defined criteria.
    • The filter appears in the Selected Filters.
    • In the tree, a filter icon appears on the filtered root object.