Creating Filters

Filters can be based on the current arrangement of data in the upper pane or created from scratch. Once a filter has been created, it can be used in any project in the same server configuration by any user with the appropriate access rights.

You can also create a new filter by copying an existing filter and modifying it.

Note: If you set up a filter and do a Send to in the client, only the fields displayed by the filter are sent to the recipient.

Filter names are not case sensitive. For example, if you have a filter named recent CRs, you cannot create a filter named Recent CRs, as StarTeam considers the two filters to be identical. In the Filters list, filters display in alphanumeric order, but you can control the order in which they appear by carefully naming or renaming them.

If you set up a filter and do a Send to in the client, only the fields displayed by the filter are sent to the recipient.

Creating a New Filter

To create a new filter, do the following:

  1. Right-click a column header on upper pane and choose Filters.

    The Filters dialog box opens.

  2. Click New.

    The New Filter dialog box opens.

  3. Type a name for this filter in the Filter Name field.
  4. Check Public if you want to add this filter to the project so that anyone with the appropriate access rights can use it instead of making it available to your user ID.
  5. Click OK.

  6. Click any of the following buttons in the Filters dialog box and specify the options:

    Fields Select the column header fields.
    Sort, Group Sort and group items in up to four fields in ascending or descending order.
    Query Limit the items that appear in the upper pane to those that match the query.

  7. Click Context, for files only, and specify the files that will be affected by the filter. Clicking this button opens the Set Filter Type dialog box where you apply the filter to one of the following by selecting an option button:

    Items in the view Equivalent to applying both your filter and the Files in view filter.
    Items not in the view Equivalent to applying both your filter and the Files not in view filter.
    All items not excluded from the view Equivalent to applying both your filter and the <All Non-Excluded Files> filter.
  8. Click OK to return to the Filters dialog box.
  9. Click OK to apply the filter.

Note: If this is a public filter, you can set individual or component-level access rights for it.

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Creating a New Filter from the Current Arrangement

To create a new filter from the current arrangement, do the following:

  1. Select a folder from the folder tree or in the upper pane on the Folder tab.
  2. Click a component tab.
  3. Sort and group the data shown on the upper pane, as desired.

  4. Right-click a column header in the upper pane and choose Save Current Settings from the context menu.

    The Save Current Settings dialog box opens.

  5. Type a name for this filter in the Filter Name field.

  6. Do one of the following:

    • Select Public to add this filter to the project so anyone with the appropriate access rights can use it.
    • Clear Public to make the filter private, available only to your user ID.
  7. Click OK.

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