Save Filtered Views in Tables

solsen · ‎May 17, 2016

I think it would be nice to be able to save a filtered table view so that each time I open a similar information page I would be able to only see the items that I am wanting to have filtered. In the example that I included is a structured media with the Information Elements tab filtered to only show control numbers "i" and the State is "In Work" or "Under Review".

fmok · ‎Aug 10, 2016

This capability request is being considered for our future roadmap

fmok · ‎Aug 19, 2016

Hi Sten,

Were you looking to be able to save both the filter applied from the "Edit Filter" action as well as the customized columns in the table or are you looking to only save the columns displayed in the table?

solsen · ‎Aug 31, 2016

Frank, both. The Edit Filter tool is only available to IT Support personnel

fmok · ‎Aug 31, 2016

Would it be acceptable to use the "Saved Filters" actions to create a number of common filters that can be selected from?

The Information Element tab also has a button that allows you to create new table views to customize the columns that are displayed. Multiple table views could be created to toggle between different columns to display.

solsen · ‎Sep 01, 2016

Frank, response I got from Jim Boyd who is our Customer Lead on Service side; (when Jim refer to PDF, it's the pdf I created of all the things I gave feedback on on the portal. I sent a summary to my subject matter experts and asked for feedback on all the questions that you and others had)

In respect to Frank's comment about the "Saved Filters" action, my comment is the same as I provided for his "Edit Filter" action question in the PDF you had provided. I am not sure what IT Support may know or not about these action features to determine how best to handle this particular request. One problem in ACM is that the same View options are not always available, and instead appear to be more "information page" specific, which is the main issue being addressed by the user here.

In respect to Frank's comment about the Information Elements List tab, IT Support can take care of modifying the current CAT view we had provided for go-live to only include the following object types:

This allows the CAT view used by all Staff to provide what a user would have to do instead themselves using the "Manage Views" action, which would support the example the user shared here. Though this is possible, we did not train users on this specific action, however some users are aware and have created their own personal views (some of which are not useful to others' job functions). No reason to stop them from using if desired, but we should continue to provide a better common system default view that benefits all users. If IT Support was to provide this change, this would take care of the "Filter out objects with a "T" Number value in the Information Element List tab" in page 13 of the PDF you had provided.

Comments from Sten; Jim has tested the Information Elements List tab and that's for sure something we can have our IT group help with so we can do a global change here at Cat so thank you for that suggestion. We still are wondering about a resolution for the first issue though where we not always have the same View Options depending on where we are (what windown) in ACM. To us that seems like a core Windchill issue. Depending on next steps we might want to set up a call with Jim Boyd (business SME) or someone from our IT Support group.

fmok · ‎Sep 06, 2016

Thanks for the update Sten. We will close out the issue regarding the "T" numbers. It is true that the View options can be different from page to page. This is expected. The intent is to only show the options that make sense for that page, but if users are finding issues, I suspect some of these pages are missing options. We would have to evaluate them case by case. Could someone provide examples of the specific inconsistencies that are found?

solsen · ‎Sep 09, 2016

To further support the jpg provided with this issue, Users wants to use the "State" column to then utilize the "Sort", "Columns", and "Filters" options, as shown in the following screenshots:

However, for the issue reported, the system does not "retain" any of the options user may have selected for the "Sort", "Columns", and "Filters" options. This is true if user was to navigate to the Information Page of any other media or again to this same media, as well as when he exits and relaunches ACM.

The resolution to this issue would be to have the system remember the user's "preferences" in this regard, instead of forcing the user to have to reset each time.

fmok · ‎Sep 13, 2016

This helps clarify the issue. I think I misunderstood the problem. We should be able to do this with existing features.

In the Information Element List tab, there is an action on the right to "Manage Table Views"

Users can create there own views or an admin can create one that is shared to all users. When creating the view, you have the option to filter on the objects you want to see in the view, set the columns you want to see in the view as well as set the sorting options for each column. A new view can be created and set as the Default view.

What is missing with the Managed View is the ability to define the filters.

If there is a filter that should always be applied, the "Edit Filter" action can be used to update the standard filter criteria, otherwise I think it would make sense to allow users to update the filter on demand.

olivierlp · ‎Jan 05, 2022

Hello,

We are archiving your idea as part of a general review. This action is based on the age of your idea and the total number of votes received, as per this announcement.

You can always post a new idea with all the details required in the form.

Thank you for your participation.