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.
Action | Description |
|---|---|
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. ◦ 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. |
