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on 05-17-2018 09:34 AM - edited on 10-07-2019 08:11 AM by Retired Member
In Expedition, there are many different ways to setup a filter. Let's start from the beginning.
Case A) Project Dashboard:
When you click on one of the counters from the PROJECT STATISTICS Expedition will set a filter and will jump into the object selected. If you click on services Duplicated counter this is the filter will take action plus you will be transported to the Services view
Case B) Predefined Filters
From any objects view when we press right-click an advanced menu will be shown, one of the options its called predefined filters, just open the list and select the one you want to automatically create and apply the filter.
Each type of object can have their own predefined filters but usually they are common between them
Case C) Custom Filters
Click on Filters from the Objects or Policies view to get access to the Filter assistant
A new window will show up. From here we can create our custom filter
From the Objects and Policies views, you can see if there is any Active filter and Clear them all
Remember when creating a custom filter, first add to the available filters and then drop it into the ACTIVE to apply the filter.