8.8. Filtering the View

Engineering Knowledge Manager

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## 8.8. Filtering the View

When viewing objects in the file list window, you can filter the view according to any of the properties shown. Filtering the view creates a targeted list of objects that are of interest to you. For example, you could use the filter in the Modified By column to list files that have been modified by a particular user. Or you could use the filter in the Date Modified column to target files that have been modified within a specific time period. To further refine the list you can specify multiple filters simultaneously.

Note: Filtering is specific to the folder in which it is applied, and is not retained when you navigate to another folder. Also, if filters are applied in the current view and you sign out of EKM, the filters will not be applied when you sign back in.

Filter icons are displayed in column headers. Clicking on a filter icon displays a pop-up panel where you can either select or specify inputs for the filter. The options available will depend on the property selected.

In the example below, clicking the filter icon in the Type column displays a list of all of the object types in the currently selected folder. Selecting an object type in the pop-up panel updates the object list so that only objects of that specified type are displayed. For example, if you selected the Image type and clicked Apply, only the two image files (Mixing Tank.jpg and schematic.png) would be listed.

Figure 8.36: Selecting Property Filters in List View

When you apply a filter, the filter icon in the column header becomes solid-filled to indicate that a filter has been applied.

### Filtering Text-Based Properties

For properties that are displayed as text strings (for example, Name, Description, Type, and Status), the pop-up panel will display all available filter options in the currently selected folder if the number of filter options is 10 or less. An example is shown in Figure 8.36: Selecting Property Filters in List View. Click on a filter option to select it, or CTRL+click to select multiple options in the same list. If the number of filter options for a particular property is more than 10, you will need to define a filter expression. See Defining Filter Expressions for Text-Based Properties.

### Defining Filter Expressions for Text-Based Properties

If a property is text-based (for example, Name or Description) and the number of filter options is more than 10, the pop-up panel displays a text box where you can define a filter expression. You define an expression by specifying a sequence of characters that you want EKM to look for.

Figure 8.37: Option to Define a Filter Expression

When defining a filter expression you can use the wildcard characters `*` and `?`. EKM will search for matching words with the wildcard characters replaced.

Use the “`?`” symbol to represent a single character. For example, if you were filtering by name, specifying the pattern `flum??` would return files `flum.10` and `flum.50`, but not `flum.100`.

Use the “`*`” symbol to represent multiple characters. For example, specifying the pattern `blowmold*` would return files `blowmold.dat`, `blowmold.lst` and `blowmold.msh`. You can place the wildcard characters anywhere in the word.

Note: If you want to filter a list based on a file extension (for example, `.txt`), then you will need to include the asterisk wildcard `*` before the file extension (for example, `*.txt`) for the search to be successful.

### Filtering Numerical Properties

Certain properties such as Size and Number of Files require that you input numerical data to define the filter. For numerical properties you will be prompted to specify Min and Max values to define a range of numbers to look for. For example, if you wanted to display only those files that were under 1 MB in size, you would click the filter icon in the Size column and then specify a Min value of `0` and a Max value of `1000` (KB).

Figure 8.38: Defining a Filter Range for Numerical Properties

### Filtering by Date

Date properties such as Date Modified, Start Time and End Time require that you specify a date range to define the filter. You can either enter From and To dates manually using the `MM/DD/YYYY` format or use the calendar control to quickly select dates on a calendar. For `Date` properties, see Using the Pop-up Calendar to Specify a Date.

Figure 8.39: Defining a Filter Range for Dates

### Filtering Boolean Properties

Properties such as the Perishable property, which are defined as True/False values, can also be used as view filters. To filter the view according to a Boolean property, select either True or False in the pop-up panel and then click Apply. In the example below, selecting the False option would update the list to show only those objects whose Perishable property is set to False.

Figure 8.40: Using a Boolean Property as a Filter

### Applying a Filter

When you have selected or specified filter criteria for a particular property, click Apply in the pop-up panel to apply the filter to the current list of objects. If you change your mind and do not want to apply the filter, click Cancel instead.

### Removing a Filter

To remove a filter that you have applied to a list of objects, click the solid-filled filter icon and then click Remove in the pop-up panel. Removing a filter will return the list to its pre-filtered state.

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