Themes and Filter Groups for Pipeline Records

A theme is a group of named settings saved for later use, such as grid layout or sort theme. Themes are either public or private. A public theme is available for use by all PCS users. A private theme is available only to the user who creates it.

Several installed themes are provided with the PCS software installation. PCS installed themes are public themes available to all PCS users. These themes are identified with a globe icon and PCS in brackets, such as [PCS] ROW Information.

Only public themes for layouts, sorts, and reports are available for selection. If you would like to use a private theme, your company's system administrator must make your private theme a public one.

A filter group is a named set of one or more filters that affect the data output in the Edit ROW Detail grid. PCS provides two types of filter groups you can define. These include the AND and OR filter groups.

When you add a filter group, you define filter conditions that determine which records to include or exclude in the Edit ROW Detail grid. Adding an AND filter group produces a subset of records that meet all filter conditions. Adding an OR filter group produces a subset of records that meet any filter condition. When you apply a filter group to the grid, PCS processes filters in descending order beginning with the filter at the top of the group.

The following topics describe how to add a layout theme, sort theme, and an optional filter group in the Information and Maintenance grids of the Edit ROW Detail window.

Refer to Select How Data Displays in the Information Grid and Select How Data Displays in the Maintenance Grid for information about filtering the data output in a data entry grid.