Using Saved Filters

Using Saved Filters

Using Saved Filters

Saved Filters

Introduction

PypeServer part and pipe tables support user definable filters to display a subset of all the parts and pipes stored in the database. View Filters extends this filtering capability to allow filters, table layouts, and sorting orders to be saved, reused, and shared among other PypeServer workstations. Filters can be saved locally per user, or in the SQL database where they are accessible to all users.

Saved Filters are accessed from the new "Saved Filters" button located in the Filter Panel of the tables on the Design & Parts, Nesting and Pipes tabs. A new "Show Filters" button provides an easy way to show and hide the Filter Panel.

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New buttons on the Design Parts table

Saved Filters Panel

The Saved Filters panel is displayed when the Saved Filters button is clicked. The popup panel provides a dropdown list of saved filters for the table and buttons to add, remove, and import/export saved filters. The saved filters list is sorted first by user and then by shared filters.

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Saved Filters panel

Using Saved Filters

Selecting a saved filter

  1. Select a previously saved filter from the Filter Panel by clicking on the "Saved Filters" button.

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  1. Select a filter from the drop down.

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  1. The selected filter is applied to the table and the Filter Panel is updated with the current filter criteria.

Creating or replacing a saved filter

  1. Using column filters or the filter editor, create a new filter.

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  1. Click on the "Saved Filters" button to display the Saved Filters panel.

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  1. Click on the "New Filter" button

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  1. Enter a new name to create a new filter or use the name of an existing filter to replace that filter with new version.

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  1. Click the "Save" button to save the new filter. If the "Shared Filter" is checked, then the Administrator password must be typed in before the filter can be saved to the SQL database and shared with others.

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Deleting a saved filter

  1. Select a filter from the Saved Filters panel drop down.

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  1. Click on the "Delete Filter" button

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  1. When prompted, click the Yes button to confirm you would like to delete the saved filter.

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  1. If the "Shared Filter" is checked, then the Administrator password must be typed in before the filter can be saved to the SQL database and shared with others.

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Export Saved Filters

  1. Select a filter from the Saved Filters panel drop down.

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  1. Click on the "Import/Export" button and select Emport from the drop down.Graphical user interface, text, application, chat or text message Description automatically generated

  2. Use the "Save File" dialog to save the exported file to a folder.

  • Note: Saved filters are exported using a name that has a suffix that indicates the source table that hosts the filter. It is strongly recommended that exported filters have file names that identify the table from which they were exported. These filters cannot be exported from one table (i.e. Parts_Tab: and then imported into another table (i.e. Pipes_Tab) as the layouts and available columns are different and will cause an error during import.

Import Saved Filters

  1. Click on the "Import/Export" button and select Import from the drop down.

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  1. Use the "Open Files" dialog to select one or more saved filters that were previously exported. Exported filters as saved with the ".viewfilter" extension.

  • Note: Saved filters are exported using a name that has a suffix that indicates the source table that hosts the filter. These filters cannot be exported from one table (i.e. Parts_Tab: and then imported into another table (i.e. Pipes_Tab) as the layouts and available columns are different and will cause an error during import.