Add, Edit, and Apply an AND or Or Filter Group

An AND filter group is a named set of one or more filters that affect the data output in a data entry grid in Data Entry. Adding an AND filter group produces a subset of records that meet all filter conditions. PCS processes filters in a filter group in descending order beginning with the filter at the top of the filter group.

These instructions start with the assumption that a PCS module is already selected and the correct pipeline segments have been selected. For information detailing how to select pipeline segments, refer to Select ROWs.

Complete the following steps to create and edit either an And or Or filter group and then apply it for use in a module data entry grid:

1. Click Modules > Edit <module> Data. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window.

2. Open the data entry grid that you want to add a new grid layout theme. For example, click the Inspection tab and then the Test Point tab to display the Test Point Inspection grid.

   

   Edit CPDM Data Grid - Test Point Information

3. If you want to collapse the Selected ROWs pane to view more of the grid, click the Selected ROWs bar. Clicking the bar again expands the pane.

4. Click the Customize tab and then the Filters tab.

   

   Customize Window - Filters

5. To create a new And group, click New 'And' Group to open the filter properties group box.

   

   And Group Filters

6. To create a new Or group, click New 'Or' Group to open the filter properties group box.

   

   Or Group Filters

7. Type a name for the filter group in the Filter Group Caption field.

8. Select the Filter Is Always On option to keep the filter on.

9. Use filter selection fields to set up filter criteria. Select a PCS field, operator, and one or more filter conditions.

   1. When adding a date filter, set a date range using a calendar or dynamic dates in one of the following ways:

      • Type a date in the start and end date fields. Enter a start and end date using the format M/DD/YYYY to indicate the month, day, and year.

      • To set a date range using a calendar, click the down arrow in the start date field to open a calendar and select a date. Repeat this step for the end date field.

      • To set a date range using dynamic start and end dates, click the calculator icon in the start date field and set up dynamic date properties. Repeat this step for the end date field. Clicking the calculator button opens and closes dynamic date property fields.

   2. Type a name for the filter in the Enter Custom Filter Caption field.

   3. If additional filters are needed within the filter group, click and repeat these steps.

10. If necessary, click the edit icon for a filter to open that filter's property settings and change settings as needed.

11. Click Save to save the filter group.

12. Click Save and Close when finished saving all filter groups.

13. To apply one or more filters to the data entry grid, click the Options tab to open the Options window.

    

    Options Window

14. In the Filters pane, click the check box for each filter you want to apply. The filters that were created with the Filter Is Always On option will be automatically selected.

15. Click Apply to save changes and return to the data entry grid.