Windchill Fundamentals > Working with Windchill Objects > Documents > Documents in Windchill > Structured Documents > Document Structure Filters
Document Structure Filters
You can apply a filter to limit which documents appear within the document structure tree. Manage filters using the Filter action set:
Document structures are filtered using configuration specifications. A configuration specification represents objects at a certain moment in time. Whereas more complex filters might be based on criteria such as capabilities or attribute values, a configuration specification simply looks for a certain version of each object. For more information, see About Configuration Specifications.
You can filter a document structure using the following configuration specification types:
Latest—Display the most recent version of each document. This is the default filter applied to all document structures.
You can edit the criteria to specify a life cycle state. For example, if you would like to see only the latest version of objects in the Completed state
Baseline— A baseline is essentially a snapshot view of an collection of objects. If documents within the structure have been included in a specific baseline, this filter displays the document versions that are captured in that baseline.
Promotion Request—A promotion request is a formal request to change the state of one or more objects. When creating a promotion request, you have the option to include a collection of objects related to the promoted object, establishing a promotion request baseline.
If documents within the structure are included in the promotion request, this filter displays the version that is captured in the promotion request baseline.
Open a new window to edit the current filter or create a new filter.
Current Filter
Hover over the current filter icon to see which type of configuration specification is applied.
Click Current Filter to view additional filter attributes:
Configuration Specification—Indicates the filter type.
Apply to top level object—If selected, the filter is applied to the uppermost document in the structure.
This option allows you to include or to ignore the top-level (the primary parent) document. If you include the top-level document, its version might change when applying the filter. All documents within the structure are affected by this.
Apply latest for unresolved dependents—If selected, the Latest filter is applied to any documents that do not match the primary filter criteria.
Saved Filters
Select a previously saved filter to apply.
Otherwise, select one of the following options:
Save—If you have edited the current filter settings, you can save your changes as a new filter.
From the Save Filter window, enter a unique name for the filter. Select Share to make the filter available to team members.
Manage Filters—Edit, remove, and control filter availability.
To control the visibility of saved filters, select the following options in the Filters table:
Select Show to see the selected filter in the Saved Filters menu.
Select Share to make the filter available to team members.
Depending on your access, additional actions are available from the right-click actions menu of saved filters:
Properties—Open the Current Filter window.
Edit—Open the Edit Filter window.
Save As—Create a copy of the filter.
Delete—Delete the filter. If the filter has been shared with team members, deleting the filter removes it from their Saved Filters list.