User Help > Tracking Changes With Windchill RV&S Items > Filtering Items > Quick Reference
  
Quick Reference
From the filter bar, you can perform the following tasks:
Task
Procedure
To filter items based on text
Type the text that you want to filter by. The list of items is filtered immediately as you type.
To clear the text, click at the end of the text filter field.
To add a filter based on the fields in the visible columns
Click where and select a field, for example, State.
Define the filter criteria for the selected field.
To add a filter
Click where and select Other Field Filter (GUI) or Add Filter (Web).
Define the filter criteria.
To select a recently run filter
Click where, select Recent Filters, and select the filter you want to use from the menu.
To edit a filter
Click the filter component that you want to edit and select the configuration you want to change from the menu.
Change the filter criteria as required.
To invert a filter
Click the filter component that you want to invert, then select the inverted value. For example, if the filter is ‘Type is “Defect”’, the inverted value is ‘Type is not “Defect”’.
To remove a filter
Click the filter component that you want to remove, then select Remove Filter from the menu.
To remove all filters
Click where and select Reset.
To save a filter as a query (Web only)
Click where and select Save Filters As New Query.
Enter a query name. You have the option of saving applied filters as part of the query.
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This command creates a new query by saving the existing query along with the filters you have defined. The original query is included in the new query.
To pin a filter to all new queries (Web only)
Click the filter component that you want to apply, then select Apply Filter To All Queries from the menu.
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The last filter you pin to a view is pinned to each subsequent view you open. For example, if you pin a filter to an Items view, the filter is also applied to the next Items view you open. The filter is not pinned to other currently open views, or views of a different type, for example, a Relationships view.
To pin filters to all queries (Web only)
Click where and select Apply Filters To All Queries.
To view pinned filters that apply to all queries (Web only)
Click the pinned filter.
To modify a pinned filter (Web only)
Click the pinned filter, select the applied filter that you want to modify, and select the modification option in the sub menu.
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When you close and restart the Web, the last modified pinned filter is applied to all views containing a pin.
To remove a pinned filter (Web only)
Click the pinned filter, select the applied filter that you want to remove, and click Remove Filter.
To pin a filter to the current query only (Web only)
Click the pinned filter, select the applied filter that you want to remove, and click Unpin Filter from this Query (Web).
To remove all pinned filters (Web only)
Click the pinned filter and select Remove Filters.
To temporarily disable pinned filters (Web only)
Click the pinned filter and select Disable Filters.
To re-enable disabled pinned filters (Web only)
Click the disabled pinned filter and select Disable Filters.