Filter Wizard - Code library page
You use the Filter Wizard to create and edit the criteria of filters, which items must meet in order to be included in a filter. This page of the Filter Wizard appears if you have chosen to filter on the code library entries that are assigned to bars, tasks or allocations. You use this page to select the code(s) that are included in the filtered view. As well as filtering for specific codes, you can also filter for bars, tasks and allocations that have no code assigned from specific code libraries.
How to access the Filter Wizard
To access the Filter Wizard, click Insert or Edit within the Filter Properties dialog.
Explanation of the fields on the dialog
| Field | Description |
|---|---|
| Code library hierarchy |
Select the code(s) that you want to include in the filtered view. You can select as many codes as you like and you can select codes from more than one library.
If you want to filter for tasks or allocations that have no code assigned to them from a particular code library, expand the library hierarchy and select No code. |
| Look for bar or task codes | Click this radio button to filter exclusively on codes that have been assigned to bars or tasks. |
| Look for task codes only | Click this radio button to filter exclusively on codes that have been assigned to tasks. |
| Look for bar codes only | Click this radio button to filter exclusively on codes that have been assigned to bars. |
| Look for allocation codes only |
Click this radio button to filter exclusively on codes that have been assigned to allocations.
If this is an RBS/CBS filter rather than a bar and task filter, you can only filter for codes that are assigned to allocations. |
| Ask me which code library entries to use each time the filter is applied | Select this check box if you want to be able to specify the code library entry parameters each time you apply the filter, or clear the check box to use the parameters specified in this wizard each time. |
How do I...
... specify the code library entry parameters on which to filter?
- Select the code(s) that you want to include in the filtered view. You can select as many codes as you like, and you can select codes from more than one library.
- If you want to filter for bars, tasks or allocations that have no code assigned from a specific library, expand the library hierarchy and select No code.
- Use the radio buttons to the right of the code library hierarchy to specify whether you want to filter on codes that are assigned to bars, tasks or allocations.
- If you want to be able to specify the code(s) to include each time you apply the filter, select the Ask me which code library entries to use... check box.
- Click Next to access the following page.