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 as described in Creating and editing 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:

• A property comparison expression that filters the items that are shown in a repository view.

  Note    In prior versions of Meridian Explorer, this was the only way to restrict access to items. This method is still supported but we recommend using item level security whenever possible as described in Assigning permission levels to property hierarchy values.

• An expression that also defines corresponding URL parameters for each property in the filter for integration with another system, such as the Meridian Asset Management Module.

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

To create or edit an item filter:

1. In Administration Console, 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:

   • Double-click the filter row. The configuration dialog box for the selected filter appears.

   OR

   To create a new filter:

   • 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.
7. Click OK when you are finished editing the filter.

Filter options

Option	Description
GENERAL page
Name	Type a descriptive name for the filter. You will specify this name when configuring views as described in Creating and editing repository 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. When passing values to the filter that include symbols, encode the symbols in URL format. For example, replace the slash symbol (/) with %2F in date values. To edit an existing condition: Click the condition row. The row becomes editable. Select a property name in the PROPERTY column list. Select an operator in the OPERATOR column list. 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.

To delete an item filter:

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

1. In Administration Console, 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.