Set up and manage hierarchy filters

Filters are used to show documents which meet particular criteria; for example, you can display only those projects which are located in Europe. To set up a filter:

1. In the Hierarchy Explorer, select the <Manage Filters> option in the Filter Selector and the Manage Filters window will be displayed.
2. Click on the Add button. In the pop-up window, enter the new filter's name and description, and click OK.
3. All fields in the Manage Filters window will then become active.
4. Select the property which will be used for filtering, the operator and the value to form a rule. You can use wildcards: * for any character or group of characters, and ? for any single character.
5. To apply several rules, select AND or OR from the Join list. You can set up as many rules as you need.
6. The topmost rule is applied first. Use the arrow buttons to change the order in which rules will be applied.
7. To only apply the changes, click Apply. To save the changes and exit, click OK.

To rename a filter, select it from the list and click on the Rename button. In the pop-up window, enter the new name and description, and click OK.

To delete a filter, select it from the list and click on the Remove button. The filter will be removed from the list.

To apply a filter to a hierarchy, select it from the list of filters and the hierarchy will be automatically refreshed to meet the filtering criteria.