Create a Persistent Filter
To increase efficiency, you can store frequently used filters
for future use. These persistent filters enable you to quickly and easily find
and reuse existing filters. Persistent filters can be created for PLM Root
References.
-
Open a product in a Navigation
app
and create a filter. For more information, see
Filtering Data.
-
From the Navigation section of the
action bar,
click Store Filter
.
The
New / Filter
dialog box appears.
-
Type the Name of the persistent filter and any other
additional information you require to provide in the appropriate fields.
-
Click
Finish.
The filter containing the product and the applied filter
criteria is saved in the database.
Explore Using a Persistent Filter
To increase efficiency, you can store frequently used filters
for future use. These persistent filters enable you to quickly and easily find
and reuse existing filters.
-
Search for a persistent filter and select it in the Search
Results window.
-
In the Search Results window, right-click the persistent filter
and select
Explore with
Filter.
A Navigation window appears that contains the filtered reference
object. The reference is not expanded. You can expand the structure to see the
filtered results.
Modify a Persistent Filter
To increase efficiency, you can store frequently used filters
for future use. These persistent filters enable you to quickly and easily find
and reuse existing filters.
-
Search for a persistent filter.
-
In the Search Results, right-click a persistent filter and
select
Edit.
A Navigation window appears that contains the associated
reference object with the filter criteria applied. The reference is not
expanded. The Filter dialog box also appears, thus enabling you to directly
modify the filter criteria.
-
Modify the filter criteria and click
Apply.
The 3D and the
tree
now display the filtered objects according to the new criteria.
-
To save the modified persistent filter, from the Navigation
section of the
action bar,
click Store Filter
.
-
Click
Yes to overwrite the criteria of the
persistent filter or click
No to create a persistent filter having
these criteria.
- If you choose Yes to overwrite the criteria, a
New / Filter dialog box appears enabling
you to add complementary information to the modified persistent filter.
- If you choose No to create a persistent filter, a
New / Filter dialog box appears enabling
you to add complementary information to the new persistent filter and to define
its name.
-
Click
Finish.
The persistent filter is saved in the database.
Update a Persistent Filter
When parts for which new versions have been created (minor,
major, or evolution) are referenced in a persistent filter in explicit
selection filter types (apply selection, remove selection, or proximity
volume), the explicit selections and the filter are broken. You can choose
proposed paths to replace the broken ones.
-
To resolve broken paths, click
Solve in the dialog box that appears.
The Update Filter dialog box appears.
-
For all broken paths, the possibilities are the following:
- There is
only one optional path available: In
this case, that optional path will be automatically preselected and a green
check
will appear on its left side. Click
Ignore if you prefer to ignore this
selection.
- There are
multiple optional paths available: In
this case, there will be no preselected paths and a warning icon
indicates that this link must be repaired. Click
Apply this Solution to apply one of the
available options. Click
Ignore if you prefer to ignore all
proposed options. Click
Reactivate to redisplay the proposed
options.
- The
path has been deleted or no path was
found for replacement: In this case, you will be notified as such
and the path will be automatically ignored.
-
When all broken paths have been updated, removed, or ignored,
you can:
- Click
Apply to apply the updated filter but
without modifying the persistent filter in the database.
- Click
Save to overwrite the persistent filter
and apply it.
- Click
Cancel to cancel the launched command.
Search for and Apply a Persistent Filter
To increase efficiency, you can store frequently used filters
for future use. These persistent filters enable you to quickly and easily find
and reuse existing filters.
-
To search for an existing persistent filter, in the Search dialog box of
the Bar, enter filter: xxx, where xxx is your search
criteria and click Enter.
-
Double-click a persistent filter to open the associated
reference object with the filter criteria applied.
-
To apply a persistent filter to a structure opened in the
session, in the Search Results window, right-click a persistent filter, select
Explore With > Apply Filter and select a
root product, either in an open window or using a search.
If only one structure is opened in the session, the
filter is applied to that structure. If multiple structures are available in
the session, then you will be asked to select one and the filter will be
applied to that structure. You can choose a structure from any open window:
Navigation window, Search Results window, or Impact Graph window. If no
structure is opened, then you can find a structure using a search.
Retrieve Persistent Filters for a Product
This task shows you how to quickly and easily retrieve and
reapply persistent filters of a selected root object.
-
Explore a product.
-
From the Navigation section of the
action bar,
click
Retrieve Filter
.
A table appears that displays persistent filters associated withto the current product.
- Current Applied Filter
- Current Structure Filters: Persistent filters associated with
the current product are displayed. These filters can be applied
any other structure displayed in session using the Apply Filter
command and then selecting a structure.
- Version Family Filters: You can retrieve all filters related to
the Version Family of the root you are exploring.
-
Select a filter and, from the Navigation section of the
action bar,
click
Apply Filter
. The persistent filter is applied and the entire filtered
structure is expanded or not conform to the preference
Engage expand all
. The applied filter is indicated in the Current Applied Filter
section.
Note:
You can drag an object to transition from a 3DDashboard to a native
app, even if the object is assigned with advanced persistent filters.
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