Filtering content in shared models and designs

You can use filters to provide an uncluttered view of the contents of shared models and designs in the Explorer view. You can use the default filters that are available on the Design Management Server or create filters to suit your needs.

Before you begin

You must be logged in to the product and have a project dashboard open. The project must contain at least one model and you must have a model open in the Explorer view.
Note: To create new filters for projects, you must have the required administrator permissions.

About this task

Often, the models and designs that are shared on the Design Management Server are large. When these large models are displayed in the Explorer view, it can be difficult to navigate the design and find elements of interest. You can use filters to control what is displayed in the design structure and focus on specific sections of the model or on particular elements. You can also create new filters.

Procedure

  1. To apply a filter, complete the following steps:
    1. On the project dashboard, click Designs > Pinboard.
    2. On the Pinboard page, in the left sidebar, click the More down arrow and click Filters.
    3. In the Select Explorer Filters window, select the filters to apply, click Add, and click OK.
    4. In the Explorer view, click the down arrow and click the Refresh icon.
    The contents of the design structure in the Explorer view are updated to display only those elements that match the filtering criteria.
  2. Optional: To create a new filter, complete the following steps:
    1. In the upper-right corner of the dashboard, click the Administration down arrow and click Manage Project Properties.
    2. In the navigation pane on the left, click Explorer Filtering.
    3. In the Explorer Filtering editor, click Add and enter a filter name and description.
    4. Optional: To make the new filter available by default, select the Default check box.
    5. In the Actions column, click Define Filter.
    6. In the "Select element types to hide for filter" window, in the Show list, select the element types, click Add and click OK.
    7. Click Save.
    The new filter is added to the list of available filters.

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