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Creating and editing item filters

Item filters determine the items that are available to be shown in the various repository views. These filters are not to be confused with view filters that can filter the properties that are available to be shown in a particular view.

Item filters can be one of two types:

Item filters can be defined for documents, object tags, and projects. Every view uses one of these filters.

To create or edit an item filter:

  1. In Meridian Enterprise Server Configurator, in the REPOSITORIES group, click Repositories. The Repositories page appears and lists the existing Meridian Explorer repositories and Meridian Enterprise vaults.
  2. Double-click the name of the repository that you want to configure. The Overview page for the repository appears.
  3. In the menu, click MANAGEMENT TOOLS. The management tool s for the selected repository appear.
  4. In the ITEM FILTERS group, click MANAGE. The Filters page for the selected repository appears and lists the existing filters.

  5. To edit an existing filter:

    OR

    To create a new filter:

    1. In the app bar, click NEW. The NEW QUERY dialog box appears. Select the type of filter that you want to create and click NEXT. The configuration dialog box for the new filter appears.
  6. Click options or type values using the descriptions in the following table.
Filter options
Option Description

GENERAL page

Name

Type a descriptive name for the filter. You will specify this name when configuring views or when composing view URLs as described in Composing view URLs.

Code

The read-only internal name of the filter.
FILTER page

Filter expression

To add a property to the filter expression:

  • Click Add Property. A new condition row is added to the expression and appears in Preview.

Note    To create a filter template for use with another system such as the Meridian Asset Management Module, add one property and placeholder for each parameter in the URL that will be passed to Meridian Explorer from the other system. Examples are Custom.SiteID equals {siteid} and Custom.LocationNumber equals {location}. The parameter placeholders must be enclosed in braces {}. As you enter each parameter placeholder, the text in URL updates to show you a preview of the resulting filter template.

To edit an existing condition:

  1. Click the condition row. The row becomes editable.
  2. Select a property name in the PROPERTY column list.
  3. Select an operator in the OPERATOR column list.
  4. Type a search value in the VALUE column.

To delete a property from the filter expression:

  • Select the row and then in the toolbar, click Remove. The row is deleted and Preview is updated to show the resulting filter.

By default, the properties will be evaluated with the Boolean AND operator. To change the operator by which the properties are joined:

  • Click the operator that you want to change and select a different operator.
  1. Click OK when you are finished editing the filter.

To delete an item filter:

Note    A filter can only be deleted if it is not used by any repository view.

  1. In Meridian Enterprise Server , in the Repositories group, click Repositories. The Repositories page appears and lists the existing Meridian Explorer repositories and Meridian Enterprise vaults.
  2. Double-click the name of the repository that you want to configure. The Overview page for the repository appears.
  3. In the menu, click MANAGEMENT TOOLS. The management tool s for the selected repository appear.
  4. In the ITEM FILTERS group, click MANAGE. The Filters page for the selected repository appears and lists the existing filters.

  5. Select the filter that you want to delete and then in the toolbar, click Remove. A confirmation dialog box appears.

  6. Click YES. The filter is deleted.

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