Summary

You can filter a list view display to show only pertinent data and fields. By editing a list view rule, you can choose which fields can be added or removed from the list view when filtering it.

Note:

• Filtering of list views is limited to text properties only.
• Changes made to the list view display are temporary and do not alter the list view rule.

Suggested Approach

As an example, create a list view rule that displays the individual work objects created by an operator.

Create the list view:

1. From the Rules by Type explorer, select Reports > List View.
2. Click New. The New List View Rule dialog box displays.

3. In the View Purpose field, enter the name of the list view rule. Choose the appropriate RuleSet and Version Number and click Create.
4. On the Display Fields tab, under the Header Settings section, check the check boxes next to Enable Sorting?, Enable Adding/Removing Columns, and Enable Filtering.

5. On the Display Fields tab, under the Show These Fields section, enter the fields you want the report to include:

On the Display Fields tab, you can set a field to not be displayed by default in the list view by checking the Optional checkbox.

6. Save the List view and click the Run button. The List View displays.

The right side of every column containing a text property has a filter button. Click this button to display a popup dialog where you can filter the data displayed in the list view.

Your options for filtering the contents of the list view are:

• By Content - You can filter the list view to display only the selected data by checking the checkbox next to the individual objects in the filter list.
• Custom Filter - You can also enter text in the custom filter section to filter the list view according to the text entered
• Add/Remove Columns - Clicking on Add/Remove columns displays a list of all available columns for the list view. Select which columns to display and which to hide by checking the checkbox next to the columns in the filter list.