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Groupings (Admin)

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Groupings of part properties can be used by Filters for the model viewer and by reports for generating sub sections. A Grouping can be configured on any part property including STRTATUS Fields and Aliases.

Configure

Example of how groupings can be used:

To create a Grouping:

  1. Under Admin > Company > Groupings, click the New Grouping button.


    1. Name – Grouping name. This will display on the Filters page.
    2. Property Names – A comma separated list of property names.
      1. It is recommended that you copy/paste property names into this list. Entered Property Names are not validated.

      For example
      1. Part Property Example - Material, Size
      2. Part Property Example - Service Type, Size
      3. Alias Example - STRATUS.Alias.Diameter
      4. Filter Example - STRATUS.Field.Pipe Length
  2. Click Save.

To configure the Filter that will use the Grouping:

  1. Under Admin > Company > Filters, either create a new filter or select the Grouping for an existing filter and Save.


  2. Expand the Filter and add a Rule where the Property is Material and Rule is Exists.


To use the Grouping Filter:

  1. Under the Models > Viewer > Filters > Company, select the filter category and then the filter name. The model is filtered by the grouping.


Examples

Grouping by Conduit Run ID

Use this grouping in the same way for dynamic line number isolation.

  1. Configure a Filter similar to this:


  2. Configure a Grouping similar to this:


  3. Results similar to this:

Videos

Filters and Grouping Webinar 04/18/19 







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