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 Stratus 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.
   
   

   Open

   

   
   
   
   

   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.
   
   

   Open

   

   
   
   
   

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. Grouping items will use the display format set for the Part Template under Admin > Company > Part Templates > Part selected > Property > Display Format.

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

08/19/2024 - Stratus Academy: ADM-502: Admin 1 - Filters and Grouping

To take the Filters and Grouping course, login to Stratus Academy and and locate the course ADM-502: Admin 1 - Filters and Grouping.

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

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