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22-Sapphire I
April 6, 2011
Question

Filter for Latest Rev

  • April 6, 2011
  • 6 replies
  • 2259 views

Just FYI...


We have a number of users who have many objects in process at any one time (e.g. Change Requests, Work Requests, etc.). We also universally utilize Revisions (preference: Tracking=yes) for change objects. These users have a desire to have various methods for conveniently seeing all of their "work in process."


OTB, the Home, Updates table, along withmany other Tables, does not include Latest Revision as a selectable filter (via Customize View). We recently learned how to add Revision=Latestsfrom PTC, and just implemented in production last night; key users are now delighted.



OTB behavior example:


Filterresult set by specified state (and any other criteria), then find for each the latest Revision not at Resolved. With revisioning enabled for change objects, this returns many objects that are "abandoned" and not of interest. The latest Revision is often Resolved.


With customization available and applied by user:


Filter by latest Revision FIRST, then apply all other criteria. This returns exactly the result set of interest.



Happy to share this simple customization if any are interested.

6 replies

10-Marble
April 6, 2011
Hi Mike

That's wonderful. We do have a need for Tables-Latest Revision filter. Could you please share the details?

Thanks,
22-Sapphire I
April 6, 2011
Please see attached file.

Just have to add
<attribute id="latest"/">

Result available everywhere (latest). Need to set to yes in criteria. It is evaluated first even if added after other criteria.
[cid:image001.png@01CBF455.7152CB40]


From: Ganapathy Saravanan (Consultant) [
avillanueva
23-Emerald I
April 6, 2011
What about other attributes like Part soft types? I do see my custom
attributes for the soft-types under the table view filter criteria.
However, they do not show up for Advanced Search criteria. Does this not
work for that UI or is there someplace else to edit? I only see basic
Part attributes.


22-Sapphire I
April 6, 2011
Don't know. If you find out, please broadcast...

From: Villanueva, Antonio [
1-Visitor
April 7, 2011
Hey Guys, via the LogicalAttributes.xml file, you can add additional
attributes to the various Attribute XML files. Then, the custom attributes
might show up in places they do not now.





From: Lockwood,Mike,IRVINE,R&D [
avillanueva
23-Emerald I
April 7, 2011
The docs say that is for controlling defaults and display of soft type
attributes. For example, single line text or default values. There is
an Xconf property field that appears to control what attributes appear
for selection on advanced searching. This is documented but the syntax
was too much for 4:15pm. I have to spend more time looking into it and
how it would work for soft-types.