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A filter is a way to create complex, nested rules based on part properties and is used to group parts that meet the filter criteria.  A rule is defined by looking at a part that you want to be included in a filter or report and then identifying unique property values that will result in a filtered grouping.  Filters can be used in the Model viewer under Company to filter parts displayed or in defined reports.

Time Saving Note: The STRATUS Customer Success Team has configured and can transfer to your company database Filters, Reports, Task Definitions, Task Workflows, Task Categories, Cost Categories, Cost Types, Tracking Statuses and other Admin configurations. See the STRATUS 07/18/2019 Implementation Webinar - GTP Pre-configured Spool Templates, Reports, and Filters to watch an introduction video, or, contact the STRATUS Service Desk for more information. Screen shots below are taken from the Customer Success Team's configuration.

Configuration

New Filter

To create a new filter:

  1. On the Admin > Company > Filters page, click the New Filter button. A new row will display highlighted in yellow.
    1. Name - The name of the filter. 
      1. If the Model Viewer checkbox is checked, the Filter Name will display in the list of Company filters.
      2. If the Model Viewer checkbox is not checked, the Filter Name will display in drop-down lists that filter data.
    2. Cateogory - Enter a Category to categorize filters within the Filters dialog. If you want more than one filter in a Category, copy the Category name from one filter and paste into the Category field of the other filter.
    3. Model Viewer
      1. If Model Viewer is checked, the Filter Name will display in the list of Company filters.
      2. If Model Viewer is checked and a Category is entered, the filter will display under the Cateogory under Model Viewer > Filters.


      3. If Model Viewer is checked and Category is Empty, the filter will display in the Default Cateogory under Model Viewer > Filters.


      4. If Model Viewer is not checked, the filter will only be available in drop-down lists that filter data like Task Workflows.


      5. If Model Viewer is checked, and if a Category is entered, and if a Grouping is selected, the filter will display under the Cateogory under and the items will be grouped as defined under the Filter. See the Groupings (Admin) article for more information.


  2. Click Save.

  3. Once the filter is saved, expand the filter to add groups and rules.


  4. When adding a Rule, decide whether All (default) rules must be applied to get results, or, if Any of the rules can be applied to get results.


  5. Click the Rule button. A row will display to define the rule.


  6. Click the Property field to select any field from your database. Note: Any model published to your company will populate the fields available in the Property drop-down. You can type or copy/paste the field name to locate it in the list.


  7. Next, select a Rule.


  8. Then, enter a Value. Note: To determine specific values, you can select the part in one of the STRATUS viewers, click the Properties tool, and then lookup the value for the property.


  9. Add more rules as needed. 


    1. Note: Possible Values will not display unless the Populate Possible Values button is clicked. By design, this feature does not support multiple rule select.
  10. Once done, look for the filter as described above depending on if Models Viewer is checked, a Category was entered, or a Grouping was selected.

Clone (Copy) Filters

To clone a filter:

  1. On the Admin > Filters button, click the clone button associated with the filter you want to clone.



  2. The cloned report will display and will include an incremented number after the name.

Categorize Filters

Categorize and target filters as follows:

  1. Enter a Category name. Then you can sort filters.
  2. You can now target a filter for the Models > Viewer page which will enable you distinguish model viewer filters from other report filters.
  3. To target a filter for the Models > Viewer page, under Admin > Company > Filters, check the Model Viewer checkbox associated with the filter. This checkbox is checked by default.



  4. On the Models > Viewer page under Filters > Company, you can view filters targeted for this page.



Fabrication Parts Ancillary Filter for Reports

Create a filter on Ancillary Usage to create reports for Connectors, Airturns, Splitters etc.  Filters are only implemented for “Type” and “Usage”.

Usage can be any of the following:

  • Airturn
  • Connector
  • Hanger
  • Loose
  • Seam
  • Splitter
  • Stiffener

If you want a report that filters for Connector ancillary data you would use the Ancillary.Usage contains “Connector”. This would filter out all the Airturn, Hanger, Splitter information and leave Clips, Corners, Ancillary Material, Gasket for the connectors.

Type can be any of the following:

  • AirturnTrack
  • AirturnVane
  • AncillaryMaterial
  • Clip
  • Corner
  • Fixing
  • Gasket
  • Isolator
  • Sealant
  • SeamMaterial
  • SupportRod
  • TieRod

If you want a report containing just the Gasket, you an filter on:
Ancillary.Type contains “Gasket”

Videos

STRATUS 05-28-2020 Implementation Webinar - Advanced Filtering (29:50)

02:00 Overview
03:00 Groupings
04:30 Filter Group Conditions and Choosing the Best Filter Property
11:00 Alias for Size
12:00 What Format Is Your Filter Property Stored In?
17:50 Can an Alias be used to combine fields between AutoCAD and Revit? Yes!
19:10 On the Filters page, can you specify the difference between the Grouping column and the Conditions?
21:30 The Grouping "order" does matter
22:45 Use Service Type, Service, and Source, and Product Description for ITM's
24:40 Project Browser Filters
28:30 Deliverable Definitions are based on Filters which automate fabrication package generation

STRATUS 04-18-2019 Implementation Webinar - Filters and Grouping (22:12)

0:30 Filters and Groupings Overview
7:20 Create Filter
15:30 Run Report with Created Filter
16:20 Apply Grouping to Filter
18:55 Hanger and Trapeze Filters


Field Examples

SIMPLE IF STATEMENTS

if({CID}=2041, {Length}, NA)

If({CID}='2522' And {Install Type}="Welded", 1, 0)

If({CID}='838', 'All Thread Rod', {Item Description})

If(CreateDate(1900,1,1) > {STRATUS.Package.RequiredDT}, 0, {STRATUS.Package.RequiredDT}-{STRATUS.Field.GTP Fabrication Lead Time})

if({Size}='1/2"ø-1/2"ø', '1/2"ø',
if({Size}='3/4"ø-3/4"ø', '3/4"ø',
if({Size}='1"ø-1"ø', '1"ø',
if({Size}='1 1/4"ø-1 1/4"ø', '1 1/4"ø',
if({Size}='1 1/2"ø-1 1/2"ø', '1 1/2"ø',
if({Size}='2"ø-2"ø', '2"ø',
if({Size}='2 1/2"ø-2 1/2"ø', '2 1/2"ø',
if({Size}='3"ø-3"ø', '3"ø',
if({Size}='4"ø-4"ø', '4"ø',
if({Size}='6"ø-6"ø', '6"ø',
if({Size}='8"ø-8"ø', '8"ø',
{Size})))))))))))

If({STRATUS.Part.TrackingStatusIndex}>10,{Installation Cost}*{STRATUS.Field.GTP Fabrication Labor Factor},0)

OR

If({STRATUS.Part.TrackingStatusIndex}=10,({Installation Hours}*{STRATUS.Field.GTP Fabrication Labor Factor}*.15),
If({STRATUS.Part.TrackingStatusIndex}=11,({Installation Hours}*{STRATUS.Field.GTP Fabrication Labor Factor}*.6),
If({STRATUS.Part.TrackingStatusIndex}=12,({Installation Hours}*{STRATUS.Field.GTP Fabrication Labor Factor}*.5),
If({STRATUS.Part.TrackingStatusIndex}=13,({Installation Hours}*{STRATUS.Field.GTP Fabrication Labor Factor}*.8),
If({STRATUS.Part.TrackingStatusIndex}=14,({Installation Hours}*{STRATUS.Field.GTP Fabrication Labor Factor}*.9),
If({STRATUS.Part.TrackingStatusIndex}=15,({Installation Hours}*{STRATUS.Field.GTP Fabrication Labor Factor}*.95),
If({STRATUS.Part.TrackingStatusIndex}=16,({Installation Hours}*{STRATUS.Field.GTP Fabrication Labor Factor}*.95),
If({STRATUS.Part.TrackingStatusIndex}>16,({Installation Hours}*{STRATUS.Field.GTP Fabrication Labor Factor}*1),
0))))))))

If({ALL THREAD TYPE}= '3/8"', '(2) 3/8" Washers',
If({ALL THREAD TYPE}= '1/2"', '(2) 1/2" Washers',
If({ALL THREAD TYPE}= '5/8"', '(2) 5/8" Washers',
If({ALL THREAD TYPE}= '3/4"', '(2) 3/4" Washers',
'No Washers'))))

if({STRATUS.Part.CadType}="Autodesk.Revit.DB.FabricationPart", AsNumber{STRATUS.Part.CutLengthAdjustment}*.0833,if({STRATUS.Part.CadType}="Autodesk.Fabrication.Item", AsNumber{STRATUS.Part.CutLengthAdjustment}))

if({Hole Side #4}='Front',"Left",if({Hole Side #4}='Back',"Right"),"None")

TREATING PARAMETERS AS NUMBERS

AsNumber({STRATUS.Part.Point.AFF})-{Diameter}*0.5

ISBLANK

if(isBlank({STRATUS.Part.AssemblyName}),"Field","Shop")

PASS THROUGH FIELDS

{Installation Cost}

SIMPLE CONCANTENATED FIELDS

{C1}+" x "+{C2}

"POLISHING FIELD" AND CONCANTENATED

if({CID}='2041', {STRATUS.Field.GTP C1}+" x "+{STRATUS.Field.GTP C2}, " ")

if({C1}="Grooved End", 'GRV',
if({C1}="Copper Ftg", 'PE',
if({C1}="Bevel End 37.5", 'BEV',
if({C1}="NoHub", 'PE',
{C1}))))

if({C2}="Grooved End", 'GRV',
if({C2}="Copper Ftg", 'PE',
if({C2}="Bevel End 37.5", 'BEV',
if({C2}="NoHub", 'PE',
{C2}))))

if({CID}='2041', {Item Description}+" "+"("+{STRATUS.Field.GTP End Prep}+")", {Item Description})

If({Length A}>0 and {Length A}<24, 24,
If({Length A}>24 and {Length A}<48, 48,
If({Length A}>48 and {Length A}<72, 72,
If({Length A}>72 and {Length A}<96, 96,
If({Length A}>84 and {Length A}<120, 120,
If({Length A}>120 and {Length A}<144, 144,
If({Length A}>120 and {Length A}<144, 144,
{Length A}))))))

MATERIAL TRANSLATION

if({Material}="A53", 'Carbon Steel',
if({Material}="A53 Double Radom", 'Carbon Steel',
if({Material}="Carbon Steel", 'Carbon Steel',
if({Material}="Cast Iron", 'Carbon Steel',
if({Material}="Ductile Iron", 'Carbon Steel',
if({Material}="Forged Steel", 'Carbon Steel',
if({Material}="Malleable Iron", 'Carbon Steel',
if({Material}="Brass", 'Copper',
if({Material}="Bronze", 'Copper',
if({Material}="Hard Copper", 'Copper',
if({Material}="Lead Free Brass", 'Copper',
if({Material}="Sch 80 PVC", 'PVC',
if({Material}="None", 'Defined As None',
if({Material}="Undefined", 'Defined As None',
if({Material}="Galvanized Carbon Steel", 'Galvanized Carbon Steel',
if({Material}="Structural Carbon Steel", 'Structural Steel',
if({Material}="ACR Hard Copper", 'Copper',
if({Material}="ACR Soft Copper", 'Copper',
if({Material}="A53_21", 'Carbon Steel',
if({Material}="A53 TOE Nipple", 'Carbon Steel',
if({Material}="304L Stainless Steel", 'Stainless Steel',
if({Material}="304 Stainless Steel", 'Stainless Steel',
if({Material}="No Hub Cast Iron", 'Cast Iron',
if({Material}="PVC", 'PVC',
if({Material}="CPVC", 'PVC',
'No Material Defined')))))))))))))))))))))))))

JOINT METHOD

if({C1}="BE", 'Welded',
if({C1}="150 FF Flange", 'Flanged',
if({C1}="MPT", 'Threaded',
if({C1}="HexEnd FPT", 'Threaded',
if({C1}="Copp MPT", 'Threaded',
if({C2}="BW", 'Welded',
if({C2}="BE", 'Welded',
if({C2}="SS BE", 'Welded',
if({C2}="SW", 'Socket Weld',
if({C2}="WS", 'Socket Weld',
if({C2}="GE", 'Grooved',
if({C2}="Vic 77 Coupling", 'Grooved',
if({C2}="Vic 07 Coupling", 'Grooved',
if({C2}="741 Flange Washer RF", 'Grooved',
if({C2}="150 FF Flange", 'Flanged',
if({C2}="150 RF Flange", 'Flanged',
if({C2}="150 RF Lug Patt", 'Flanged',
if({C2}="300 FF Flange", 'Flanged',
if({C2}="Blind", 'Flanged',
if({C2}="Copp FPT", 'Threaded',
if({C2}="Copp MPT", 'Threaded',
if({C2}="FPT", 'Threaded',
if({C2}="FPT Bushing", 'Threaded',
if({C2}="HexEnd FPT", 'Threaded',
if({C1}="MPT", 'Threaded',
if({C2}="MPT", 'Threaded',
if({C2}="MPT Joint", 'Threaded',
if({C2}="Thermowell FPT", 'Threaded',
if({C2}="Copp SC", 'Sweat',
if({C2}="Copper Ftg", 'Sweat',
if({C2}="Copper Solder Cup", 'Sweat',
if({C2}="OD Copp SC", 'Sweat',
if({CID}="2875", 'Welded',
if({C2}="NoHub", 'No Hub',
if({C2}="DWV Copp Ftg", 'Sweat',
if({C2}="Sch40 DWV PVC Plain", 'Solvent',
'No Joint Defined'))))))))))))))))))))))))))))))))))))

MATERIAL COST

Carbon Steel BW
if(({STRATUS.Field.00GTP Material Translation}="Carbon Steel") And ({STRATUS.Field.00GTP Joint Method}="Welded"), {Installation Cost}, 0)

Carbon Steel FLG
if(({STRATUS.Field.00GTP Material Translation}="Carbon Steel") And ({STRATUS.Field.00GTP Joint Method}="Flanged"), {Installation Cost}, 0)

Carbon Steel GRV
if(({STRATUS.Field.00GTP Material Translation}="Carbon Steel") And ({STRATUS.Field.00GTP Joint Method}="Grooved"), {Installation Cost}, 0)

Carbon Steel THD
if(({STRATUS.Field.00GTP Material Translation}="Carbon Steel") And ({STRATUS.Field.00GTP Joint Method}="Threaded"), {Installation Cost}, 0)

Carbon Steel SW
if(({STRATUS.Field.00GTP Material Translation}="Carbon Steel") And ({STRATUS.Field.00GTP Joint Method}="Socket Weld"), {Installation Cost}, 0)

Copper SWT
if(({STRATUS.Field.00GTP Material Translation}="Copper") And ({STRATUS.Field.00GTP Joint Method}="Sweat"), {Installation Cost}, 0)

Copper THD
if(({STRATUS.Field.00GTP Material Translation}="Copper") And ({STRATUS.Field.00GTP Joint Method}="Threaded"), {Installation Cost}, 0)

Copper Press
if(({STRATUS.Field.00GTP Material Translation}="Copper") And ({STRATUS.Field.00GTP Joint Method}="Press"), {Installation Cost}, 0)

Copper Grooved
if(({STRATUS.Field.00GTP Material Translation}="Copper") And ({STRATUS.Field.00GTP Joint Method}="Grooved"), {Installation Cost}, 0)

Stainless Steel BW
if(({STRATUS.Field.00GTP Material Translation}="Stainless Steel") And ({STRATUS.Field.00GTP Joint Method}="Welded"), {Installation Cost}, 0)

Cast Iron No Hub
if(({STRATUS.Field.00GTP Material Translation}="Cast Iron") And ({STRATUS.Field.00GTP Joint Method}="No Hub"), {Installation Cost}, 0)

PVC Solvent Weld
if(({STRATUS.Field.00GTP Material Translation}="PVC") And ({STRATUS.Field.00GTP Joint Method}="Solvent"), {Installation Cost}, 0)

PVC Flanged
if(({STRATUS.Field.00GTP Material Translation}="PVC") And ({STRATUS.Field.00GTP Joint Method}="Flanged"), {Installation Cost}, 0)

HTML IN FIELDS (NOT SUPPORTED!)

If({STRATUS.Field.PMC Projected Hours}>{STRATUS.Field.PMC Labor},'<span class="glyphicon glyphicon-exclamation-sign"> </span><span style="background-color:red;color:white;font-weight:bold;">Projected Overrun</span><span class="glyphicon glyphicon-exclamation-sign">', 'Project On Target')




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