Creating Custom FRACAS Filters
You can use the Filter Wizard to create any number of custom filters.
To create a custom FRACAS filter:
1. Select Filter > Filter Wizard or click the Filter Wizard button in the standard toolbar. The Filter Wizard starts and displays the Specify Filter Features page.
2. Leave Selects records only selected and click Next. The Specify Filter Field page appears.
3. For Select the table type, select FRACAS Incidents.
4. From the list of fields, select Technician; then, click Next. The Specify Condition page appears.
5. Leave is equal to selected and click Next. The Specify Field Value page appears.
6. Leave Use a fixed value (specify the value below) selected.
7. For Specify the value for ‘Technician’ here, click the browse button. A selection window opens.
8. Select the checkbox for Hugh Downs and click OK, which closes the selection window.
9. Click Next. The Review Filter page appears.
Ensure that I want to add more conditions to the filter is cleared to indicate that the filter is complete; then, click Next. The Save Filter page appears.
10. Select I want to save my filter for later use.
11. For Filter name, enter Technician Hugh Downs.
12. Select Save filter to My Filter File.
You have the option of saving filters to two different locations.
If you select Save filter to My Filter File, your new filter is stored in a file accessible only to you. The filter is not accessible to other users with filter permissions.
If you select Save filter to the Filter File in this Project, the filter is accessible to other users with filter permissions.
In some cases, you might be creating a filter that is for your own use. In that case, it is best to save it to your My Filter file. In other cases, if you are creating a filter you know would be helpful to all team members, you would want to save it to the Project Filter file so others can use it.
13. Click Next. The Wizard Complete appears.
14. Click Finish.
If this is the first time you have saved a personal filter, Windchill Risk and Reliability asks if you want to create a My Filter file in which to store your newly constructed filter. In the Create Support File window, click Yes to create this file.
If you have previously created a My Filter file, this message does not appear. If a message appears asking if you want to overwrite or use the existing file, select Use Existing.
The filter is applied to your data so that only incidents assigned to technician Hugh Downs are shown. Your new filter is shown in the filter selection box. In the list for this selection box, your new filter, Technician Hugh Downs, is preceded with a person icon instead of a Windchill Risk and Reliability icon. This indicates that the filter is stored in your My Filter file and not in the Project Filter file. All Project filters are preceded with a folder icon.
15. To return to the original data view, select --No Filter-- in this selection box.
You can view and modify your personal filters by clicking My Filter File in the Project Navigator to open your My Filter file. You can insert new filters directly in this file.
Additionally, you can quickly build filters using the filter bar, which is located above the column headers of the tables that support it. Using the filter bar, you can sort and/or select the records to show in the table. You can also save filters created using the filter bar by clicking the save icon in the left corner of the filter bar.
Save icon in filter bar
You can create the same custom filter from the previous exercise using the filter bar.
To use the filter bar:
1. Select the FRACAS Incidents table.
2. In the filter bar, for Technician, click the icon for selecting a filtering condition.
Filter condition icon
3. Select is equal to for the condition.
4. Click in the area to the right of the condition A selection window opens.
5. Select the checkbox for Hugh Downs.
6. Click OK. The selection window closes and the FRACAS Incidents table is updated to show only incidents assigned to technician Hugh Downs.
7. To return to the original data view, in the filter bar, click the icon for selecting a filtering condition for Technician and select (not filtered).