To configure and save equipment group filters

Purpose

Some list forms allow filtering based on equipment groups. An equipment group filter is created by selecting from existing equipment groups. You can save equipment group filters for reuse or modification.

Equipment group filters can return up to 12 000 items. If this limit is exceeded, you are prompted to modify the filter to reduce the number of items.

If you choose an equipment group filter that includes a group that has been modified since the filter was applied, an icon appears beside the equipment group filter drop-down prompting you to click the Search button to update the filter.

Steps
 
1 

Open a list form and choose an entry from the object type drop-down menu. For object types based on equipment, the Equipment Group filter drop-down is displayed.

2 

Choose Select Equipment Groups from the Equipment Group filter drop-down menu. The Select Equipment Groups form opens with equipment groups listed in the Available panel.

3 

Perform one of the following:

  1. Create an equipment group filter.

    1. In the Available panel, select the required equipment groups and click on the right arrow. The selected groups are moved to the Filtered by panel.

      To empty the Filtered by panel, click Clear. All groups in the Filtered by panel move into the Available panel.

    2. To include data from equipment in equipment subgroups, select the Include contained Equipment Groups parameter.

  2. Modify an equipment group filter.

    1. Click Saved Filters. The Saved Filters form opens.

    2. Select a filter and click Load. The Saved Filters form closes and the selected filter is displayed in the Select Equipment Groups form.

    3. To remove groups from the Filtered by panel, select the groups and click the left arrow.

      To empty the Filtered by panel, click Clear. All groups in the Filtered by panel move into the Available panel.

    4. To add groups to the Filtered by panel, select the groups in the Available panel and click the right arrow.

4 

Save the equipment group filter, if required.

  1. Click Save. The Save Equipment Group Filter form opens.

  2. Configure the required parameters.

    The Public parameter specifies whether a filter can be accessed by other users. When the parameter is disabled, the filter is private and cannot be accessed by other users.

  3. Click Save. The Save Equipment Group Filter form closes, the filter is saved, and the Select Equipment Groups form displays the saved equipment group filter.

5 

Click OK to apply the filter. The Select Equipment Groups form closes and the results list is displayed based on the equipment group filter and any additional filters that are applied to the list. The Last Search time is updated, and the equipment group filter name is displayed in the equipment group filter drop-down.

End of steps