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.

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. Category - 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 Category under Model Viewer > Filters.
         
         
         
      3. If Model Viewer is checked and Category is Empty, the filter will display in the Default Category 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 Category under and the items will be grouped as defined under the Filter. See the Groupings (Admin) article for more information.
         
         
         
   4. Grouping - Displays the Groupings entered under Admin > Company > Groupings. For example: 
      
      
      
   5. References -  Helps administrators understand where the filters are being referenced. Click the references number to display the references (Type and Name).
      
      
      
   6. Notes - A note about the filter.
      
      
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.

Rules Conditions

Most rule conditions are self-explanatory and the Case Sensitive checkbox can be applied to any. 

Regex Note:  See https://regex101.com/ for more information about regex to apply to the DoesNotRegexMatch and RegexMatch conditions.

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 to 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
• SupportSeismic
• Unknown

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

How to Exclude Parts from Filters and Use Sub Groups

To create a Filter that will exclude specific parts you can use a Sub Group set to All and list your DoesNot xxx rules. The important thing to remember when using a Filter in this manner is that Filters are always looking for a "True" condition even when using a "DoesNotEqual". What this means is that when you are trying to use multiple DoesNotEqual Rules to remove a part, it is counter intuitive compared to how an Equal Rule would work. Use the All Group Condition instead of Any like you would for an inclusion rule.

In the Filter below:

The rules under the Any Condition add parts that are ITM pipework in Revit and RFA content in Revit,

The rules under the All Condition exclude Welds and joints that are ITM or RFA,

As a result, in the model below shows only the pipe and fittings and the welds and joints are removed.

Recommendation: With the behavior described above, we recommend using at least one Sub Group when creating a new Filter so that in the future, when you need to remove parts from an existing Filter, you do need to rework the current rules to make a new Sub Group work.

Videos

04/09/21 CSG Webinar: Advanced Filtering

00:00 Release Notes Review
06:40 Filters vs. Groupings
11:00 Project Data Fixer Filter
13:30 Filters with Model Viewer Checked
16:30 Filter Conditions for Mains and Olets

03/25/2021 CSG Webinar: Leveraging Groupings In Your Filters

00:00 Release Notes Review
05:40 Groupings Are Applied to Filters
07:30 Project Fixer Filters
18:40 Apply Grouping to Filters used in the Models Viewer
20:00 Grouping Examples

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 that 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