Procedure documentationDefining Display Filters

 

In SAP Easy Document Management, you can set specific filter options or conditions to define display filters. This allows you to find documents that meet these criteria when you are navigating through the folder structure or searching. When at least one of the filter options or conditions of the filter criteria is met, a document is displayed.

Procedure

Selecting Filter Options

  1. Choose Define Display Filter (Define Display Filter).

    Note Note

    The layout of the Microsoft Windows Explorer toolbar changes depending on the operating system you use to log on to SAP Easy Document Management. For more information about navigating through the system, see Starting SAP Easy Document Management.

    End of the note.

  2. Under Filter Options select one or more checkboxes.

    Note Note

    If you want to apply a filter based on filter options only, then proceed with steps 3 and 4. However, if you would like to continue defining your display filter, you can create filter conditions as outlined below.

    End of the note.

  3. Under Manage Display Filter, enter a name and description for the filter.

  4. Choose Save Filter Criteria.

The system applies the filter.

Creating Filter Conditions

You can combine filter options with filter conditions and criteria to further define your display filter.

  1. Choose New Condition (Logical OR) to create a new condition and to display the filter criterion.

  2. Under Filter Criteria define the filter criterion by making an entry in each of the following fields:

    • Type

    • Name

    • Operation

    • Value

    • Case-Sensitive

    Note Note

    To add multiple filter criteria to a condition, choose New Filter Criterion (Logical AND) , and define the entry fields. To add a new condition, choose New Condition (Logical OR).

    End of the note.

  3. Under Manage Display Filter, enter a name and description for the filter.

  4. Choose Save Filter Criteria. The system applies the filter.

Note Note

For each display filter that you define, you can select the Default or Global checkbox. This allows you to decide what filter displays each time you logon to the system as a default and what filter is available for all users to apply.

End of the note.
Deleting Filters

When you logon to the system for the first time, a default display filter is set and is active. As outlined above, you can create a new display filter and save it as the active default instead. You can also deactivate the filter by choosing Deactivate Filter. To delete a filter, you must do the following:

  1. Select the filter in the Filter Name field and choose Delete.

    The default filter becomes the active filter.

  2. If you want to apply an existing filter that is not the default, select it in the Filter Name field and choose Save Filter Criteria.

Example

Example 1

You have defined the following display filter:

  • Filter option: Hide Documents Without Files

  • Filter condition: DOCUMENT-DESCRIPTION CS `xyz` -AND- DOCUMENT-USERNAME = `ABC`

You have entered the following as criteria:

For criterion 1

  • Type: Document

  • Name: Description

  • Operation: Contains String

  • Value: xyz

  • Case-Sensitive: Unmarked

For criterion 2

  • Type: Document

  • Name: User

  • Operation: =

  • Value: ABC

  • Case-Sensitive: Unmarked

The system displays documents with files and all folders that have xyz as a string in the description, and the user ABC.

Example 2

You have defined the following display filter:

Filter condition: CHARACTERISTIC-CL_PROJTYPE = `Agile`

You have entered the following as criteria:

For criterion 1

  • Type: Characteristic

  • Name: CL_PROJTYPE

  • Operation: =

  • Value: Agile

  • Case-Sensitive: Unmarked

The system displays only documents and folders that have Agile as its characteristic value.

More Information

Work with Filters