Limiting the documents shown in a view

The Property Filters page specifies property filters that determine which documents are shown in a navigation view.

To limit the documents shown in a view:

1. In Configurator, expand Views in the configuration tree to display the existing navigation views.
2. Select the view that you want to configure. The view’s property pages appear in the right pane.
3. Click the Property Filters tab. The view’s current property filters are shown. 
4. Click the Edit button to modify the view.

5. To add a property filter, click the Add button.

   Tip    Double-click any cell to create a new property filter using the default options.

6. In the Property column, select the property to be evaluated.
7. In the Condition column, select the condition to evaluate.

8. In the Value column, type the value to evaluate.

   Note    If a date type property is selected, the Value can be specified either by selecting a date from the calendar (default) or by entering an expression. To type an expression, right-click the current value, select Type date expression and type the expression. The expression can use the %CURRENTDATE% system variable to calculate acceptable dates. For example, %CURRENTDATE% + 10 will include property values for the next ten days. The variable supports addition and subtraction operations.

   Similarly, the %CURRENTUSER% variable can be used in properties that specify a user name such as To-Do Person and Manager and will evaluate to the current user’s name.
   

9. To remove a property filter, select it and click Remove or clear its check box.

   Note    Clearing a check box in the Property column is the same as clicking the Remove button. The condition is removed when you click the OK button.

10. To remove all current property filters, click Remove All.

    Tip    You will also find the Remove and Remove All commands on the shortcut menu that opens when you right-click a property filter.

11. Select All of these criteria if all (Boolean AND operation) of the property filters must be met for a document to be shown in the view. Select Any of these criteria (Boolean OR operation) if only some of the property filters must be met for a document to be shown in the view.
12. Click the OK button to save your changes.