Filter Actions

Once a filter has been created and optimized, the operator will want to take action in order to achieve the desired results.

Saving Filters

Before you can utilize a filter it must be named and saved.

  1. Click Save to choose from the following options.

  2. The Save option saves the filter for future use.

    1. Save applies any changes made to the currently loaded filter. If this is a new filter, you will have to enter a name for the filter (see step 2c).

    2. Click Save > Save As to save the filter with a new name.

    3. When saving a new filter, or if you chose to save a filter using Save > Save As, the Enter Filter Name dialog appears.

    4. Enter the name of the new filter and click OK.

Loading Filters

Once a filter has been created and saved there are two different places to load a filter.

Filtering the Offline or Production Tree View

Applying a filter to the Offline or Production Tree is beneficial for the following reasons:

Loading / Applying filters to an Offline or Production Tree
  1. From the Offline or Production pane, click on the Filter Selection drop-down area and select the previously created filter.

  2. The Filtering Application dialog displays the progression while the filter is applied to objects within the selected source.

  3. The time to process the filter will vary depending on the following factors:


Loading Filters for a Search Action
  1. Access the Advanced Search dialog.

  2. Click Load to access previously saved filters.

  3. Select the desired filter.

  4. Click OK.

  5. Complete the Search.

Clear Filter

Clears the filter rules currently set.

Deleting Filters

Deletes currently loaded filter.

Continue to Creating Item Level Filters