Creating or Editing Filter Units

After a part filter is created, you need to define one or more filter units. A filter unit is a set of mathematical formulas instructing the system to sort and return the parts useful for a specific design.

Creating or editing a filter unit for a new part filter first consists of setting mathematical formulas applying to a catalog chapter. To set a formula first, specify the part types and the parameters you want to use.

This task shows you how to:

 

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Create a Filter Unit

The Add Filter Unit command lets you create a filter unit in a part filter. A filter unit is a set of mathematical formulas instructing the system to sort and return the parts useful for a specific design.

  1. In Name, enter the name you want to assign.
  2. In Mode, select the filter unit mode of your choice.

    Tip: When using the Formula Asynchronized Mode or the Explicit List Mode, the performances are enhanced and the loading is faster.

  3. In Part Types, select one or more part types to be returned and click Next.
  4. In the Filter Unit Datasource dialog box, select the Technology:

    • Catalog
    • Folder
    • Library

  5. Select the chapter, folder, or library of interest and click Next.
  6. In the Filter Unit Parameters dialog box, select the parameters to be used in the formula and click Next.
  7. Create formulas to filter the catalog.
  8. Click Finish to create the filter unit.

Edit a Filter Unit

You can edit an existing filter unit and access each step of editing independently.

Click next to the name of the section that you want to edit.

Note: During the editing, you can click the following options:
Option Action
Previous Takes you to the previous step.
Next Takes you to the next step.
Finish End the editing of the filter unit.