Applying Filters

The Tree Filter Settings enable you to configure a set of criteria to change the way the objects tree structure is presented. For example, you can specify to present only the last revision of the selected objects.

The following methods can be used for filtering a tree:

Notes:

    1. Any tree filter setting made in SmarTeam - Editor will affect the filter in SmarTeam - Web Editor and vice versa.
    2. The tree filter setting does not affect the presented lifecycle tree.
    3. All filter criteria are cumulative. For example, if a user sets date and unit effectivity for a specific super-class, only objects that match the date AND unit effectivity are presented.

To open the Filter setting page:

  1. Select Preferences >Tree Filter Setting .
  2. OR

    Select one or more objects from a list of objects and from the Actions menu, select Filter.

    The Tree Filter Settings page appears:

    Link to Preferences_Tree%20Filter%20Settings.gif

  3. From the Class combo box, select the super-class that you want to configure as a filter.
  4. Note: If this page is accessed directly after selecting an object, the appropriate super-class will automatically be selected and a new one can be selected as required.

  5. Select the Apply Filter check box to enable the filter setting or clear it to disable the filter setting.
  6. From the Revision Filter combo box, select the required revision to display in the tree:
    • All revisions - The tree presents all linked objects.
    • Latest Revision - The tree presents only the latest revision of the objects. Note that if the latest revision is not linked to the structure presented on the page, the object will not be shown.
    • Last Public Revision - The tree is filtered according to the following rules:
      • The first level objects in a desktop view presents only the last public revision of the objects. The internal structure for each object to be expanded (except folders) will not be filtered.
      • Objects that have Folder behavior will not be filtered. The folder content (first level of objects that are directly linked to a folder) will also be filtered to present only the last public revision. In a desktop view, the folder content is not filtered.
      • The last public revision is based on the settings made in the Lifecycle Options window in SmarTeam - Editor. This window is accessed by selecting Tools, Adminstrator Options, Lifecycle Options in SmarTeam - Editor.

        Note that if the latest revision is not linked to the structure presented on the page, the object will not be shown.

        Note: For super-classes for which Revision Managed behavior is not set, the Revision Filter combo box will be disabled.

  7. The Date Effectivity combo box is used to filter the objects presented based on date effectivity. In this case, the filter shows objects/structure whose start and end effectivity include the specified date.
  8. Date effectivity can be configured for the object itself, or by using the Composition tab to configure the link date effectivity. The user can also configure effectivity using both the object and and link.

    From the Date Effectivity combo box, select one of the following options:

    • Range - Enter a range of dates in the From and Until fields to be used as date effectivity. If the object includes Date Effectivity for the object and its link, selecting the "Allow Overlapping" checkbox will present objects that include overlapping dates in their object and link Date Effectivity.
    • Date - Enter a single date to be used as date effectivity.
    • Now - Use today's date (based on the client machine's date)
  9. The Unit Effectivity combo box is used to filter the presented object structure by unit. To filter by unit, specify a range of (alphanumeric) values in the From and To fields. Unit effectivity can be configured to the object itself, to the link or to both.
  10. Note: For super-classes for which Effectivity behavior is not set, the Date and Unit Effectivity settings will be disabled.

  11. Click to apply the changes to the filter.

If the Tree Filter page was accessed from the Preferences button, only the Apply button appears.