Defining Private Filters 

Use

Filters define the data that is to be evaluated for the product structure and displayed on the result screen. You can use a private filter to display product data for specific situations. This private filter is user-specific and cannot be used by any other user.

See: Product Structure Filters

Prerequisites

You are in the Product Structure Browser . Initial Screen.

See: Product Structure Browser

Procedure

  1. On the Product Structure Browser screen: Initial screen select (Filter).

    2. Dependent on the existing filters the following screens will appear:

    Overview screen: General and private filters

    You see this overview when at least one general filter is defined.
    The filters you have created are marked in the column as Private. This overview contains no private filters.

    Choose Create filter. The Define filter screen appears. <Description>

    Define Filter <Description>

    The Define filter screen appears when you have not yet defined a general filter.

  2. In the Define filter: <Description> screen enter the name of your filter and a description.
  3. Choose Continue.

    4. The Filter screen appears. Define. You see an overview of all the object types that can be exploded in the product structure, for example documents, change numbers.

  4. Explode the object types (for example, document) that you want to make the filter settings for to the lowest level possible.

    5. The expansion icon indicates a level that can be expanded.
    You must be at the deepest level of the explosion before you can start restricting data.

    Exploding the explosion path for the object type Document shows the following explosion levels:
    Document ® Local System ® Dependencies ® Versions and Document parts and Revisions levels and so on.

  5. Decide what you are going to include in your filter, and what not in the following way:
    6.

    Excluding from the filter

    You can restrict the selected settings.
    The standard system display selected settings with a (selected).

    Click on (selected) to change the selected setting from a non-restricted to restricted (restricted).

    Cancel restrictions

    You can cancel the restrictions.
    The standard system display     s selected settings with a (restricted).

    Click on (restricted) to change the selected setting from a restricted to non-restricted (selected).

    If you want to include or exclude a complete node (for example, Class) in the filter, place the cursor on the uppermost node in the structure (for example, Class) and click on it to change it as required.

  6. Save your filter.

Result

You have defined a filter that only you can use to explode and display the product structure. If you have only defined one private filter, this will automatically be activated.

As soon as several filters exist you must activate the filter.

Only the objects or relations that you have selected in your filter are checked in the product structure.