Creating a Filter Using the Filter Wizard

Windchill Risk and Reliability Desktop Help > Overview > Features > Filters > Filter How-Tos > Creating a Filter Using the Filter Wizard

When working in the System file, you can start the Filter Wizard to quickly build and apply a filter to the active table or form. Once the filter is built, you can choose whether you want to save it for later use.

1. Select the table or form for which to build a filter.

For example, to limit the records to show in the FRACAS Incidents table, select it.

2. Select Filter > Filter Wizard. The Filter Wizard starts and displays the Specify Filter Features page.

3. Select an option, referring to the following table for descriptions and references for subsequent steps.

Option	Description
Selects and sorts records	When selected, the filter is to contain both selection and sort order criteria. When you click Next, the Specify Filter Field page appears. For more information, see Specifying Selection Criteria in the Filter Wizard.
Selects records only	When selected (default), the filter is to contain only selection criteria. When you click Next, the Specify Filter Field page appears. For more information, see Specifying Selection Criteria in the Filter Wizard.
Sorts records only	When selected, the filter is to contain only sort order criteria. When you click Next, the Specify Sort Field appears. For more information, see Specifying Sort Criteria in the Filter Wizard.