Specifying Selection Criteria in the Filter Wizard

Windchill Risk and Reliability Desktop Help > Overview > Features > Filters > Filter How-Tos > Specifying Selection Criteria in the Filter Wizard

When a filter is to select only certain records in a table, you must specify selection criteria. In the Filter Wizard, this process begins with selecting a table type and data field on the Specify Filter Field page.

1. Complete the Specify Filter Field page for selecting records, referring to the following table for option descriptions.

Option

Description

Select the table type

The table containing the data field by which to select records. You can select other tables only if they are related to the default table.

• When the Filter Wizard is started from the System file, the default table is the active table in the System file. For example, if the FRACAS Incidents table is selected when the Filter Wizard is started, FRACAS Incidents is the default table type. However, you can select Configurations (if enabled) Problems, or System Tree Items as the table type to select a field in any of these related tables. Only fields that are shown in the System file for the table are available for selection.

• When the Filter Wizard is started from a Filter file, the default table is the first table in alphabetic order for the module in use. If multiple modules are in use, after displaying the Specify Filter Features page, the Filter Wizard displays the Module Selection page so that you can select the module for which to create a filter. All fields that can be shown in the table are listed. Additional information about this procedure appears in Inserting a Filter in the Filter File.

[Field list]

The field by which to select records from all those for the table type. The subsequent steps assume that you select a field from this table. In this case, when you click Next, the Specify Condition page appears.

When the table type has child tables, the < A field from a child table > option appears before the fields in the table. If you select this option, when you click Next, the Specify Child Condition page appears. On this page, you can configure the filter to limit records based on values in a child table. For more information, see Specify Child Condition Page.

2. When finished, click Next. The Specify Condition page appears.

3. For Select the condition for the field, select the condition to use in the selection criterion.

4. Click Next. If a field value is required, the Specify Field Value page appears. Otherwise, the Review Filter page appears. In this case, go to step 6.

5. If the Specify Field Value page appears, do the following:

a. Complete the page, referring to the following table for option descriptions.

Option	Description
Select whether you want to use a fixed value or a parameter here	Indicates whether the field value is a fixed value or a parameter supplied at the time the filter is applied. Choices are: • Use a fixed value (specify the value below). When selected (default), the field value specified in the field below is used. • Use a parameter (you will specify the value when the filter is applied). When selected, the field below becomes unavailable because a value is not specified until the filter is applied. Generating what is known as a parameterized query, this choice provides greater flexibility because you can change the criterion at run time. For more information, see Supplying Parameter Values at Run Time.
Specify the value for ‘X’ here	For a fixed value, the value by which to select records. The name of the selected field is shown for the ‘X’ variable. Depending on the field type, a selection control might be available. For example, if the field is a date, the calendar control is available. If the field is attached to a list, a browse button is available. Clicking it would open a window in which you select the list values to include in the filter criterion. For more information, see Selection Window for List Values.

Option

Description

Select whether you want to use a fixed value or a parameter here

Indicates whether the field value is a fixed value or a parameter supplied at the time the filter is applied. Choices are:

• Use a fixed value (specify the value below). When selected (default), the field value specified in the field below is used.

• Use a parameter (you will specify the value when the filter is applied). When selected, the field below becomes unavailable because a value is not specified until the filter is applied. Generating what is known as a parameterized query, this choice provides greater flexibility because you can change the criterion at run time. For more information, see Supplying Parameter Values at Run Time.

Specify the value for ‘X’ here

For a fixed value, the value by which to select records. The name of the selected field is shown for the ‘X’ variable. Depending on the field type, a selection control might be available. For example, if the field is a date, the calendar control is available. If the field is attached to a list, a browse button is available. Clicking it would open a window in which you select the list values to include in the filter criterion. For more information, see Selection Window for List Values.

b. Click Next. The Review Filter page appears.

6. On the Review Filter page, review the filter. To insert additional selection criteria, select I want to add more conditions to the filter.

7. Click Next. Based on your previous selections, one of three possible pages appears: Specify Conjunction, Specify Field (for sorting records), or Save Filter.

◦ The Specify Conjunction page appears when the checkbox for adding more conditions is selected on the Review Filter page. To complete this page, select either And or Or as the condition for the next selection criteria and then click Next. The Specify Field page for selecting records appears. Repeat all of the previous steps in this procedure for each selection criterion to add.

◦ The Specify Field page for specifying sort order criterion appears when no more selection criteria are to be added and Selects and sorts records is selected on the Specify Filter Features page. For more information, see Specifying Sort Criteria in the Filter Wizard.

◦ The Save Filter page appears once all pages have been completed. For more information, see Saving and/or Applying a Filter from the Filter Wizard.