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

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