Fabric PIM filters enable users to select what information is presented in different views.

PIM filters provides users the flexibility to select specific items they want to see or exclude on a list using multiple criteria.

 

Activate the filters by clicking on the filter icon next to the search bar button.

Enable filters selection
Enable filters selection

 

The dialog box will provide Hierarchy, Date, and Attributes & Values criteria for filtering.

Filters dialog
Filters dialog

Select the Hierarchy link. You can select one or more categories from the Master Hierarchy dropdown list. Subcategories will be indicated by an arrow next to the main category name. When selections are completed, click the Apply filter button.

Master hierarchy select
Master hierarchy select

 

The filtered items now appear on the list page. Items belonging to any of the selected categories in the Master Hierarchy are shown. Remove filters by clicking the “X” in the filter name or Reset all to clear all selections.


Master hierarchy filtered items list
Master hierarchy filtered items list

 

If Alternate Hierarchies are configured, you can apply filters to customize your view using those categories and items. 

Select the Alternate Hierarchy dropdown menu. You can only select one category from the alternate hierarchy list. Next, select the subcategories and items you want to filter. When the selections are completed click the Apply filter button.

Alternate hierarchy select
Alternate hierarchy select

The filtered items appear on the list page. Items belonging to any of the selected categories in the Alternate Hierarchy are shown. Remove filters by clicking the “X” in the filter name.

Alternate hierarchy filters selected
Alternate hierarchy filters selected

To create a filter for items based on the date created or date modified, select the Date link.

Date select
Date select

 

Select from the existing options or provide a custom date range for one or both filters. Click the Apply filter button when completed.


Date select options
Date select options

 

Items that match the criteria will be listed. If both Date created and Date modified are specified. NOTE: both the criteria must be met for items to be filtered. Remove filters by clicking the “X” in the filter name or Reset all to clear all selections.


Remove or reset date filters
Remove or reset date filters

To create a filter for items based on the specific attributes, select Attributes & Values link. From the If dropbown, click on one attribute from the list provided.

Attributes and values select
Attributes and values select

Select an option from the Validation dropdown list. Validation options (listed below) are based on the attribute selected.

Text

Contains - You can enter a value by yourself and the filter will include all items with an exact or partial match for that attribute.

Does Not Contain - You can enter a value by yourself and the filter will Exclude all items with an exact or partial match for that attribute.

Is Exact Match - A list of all existing values will be provided and you can select one or more values. All items that match any of the values for the attribute will be filtered.


Text attribute selection
Text attribute selection

 

Number

Is equal to - A list of all existing values will be provided and you can select one or more values. All items that match any of the values for the attribute will be filtered.

Is greater than - You can enter a number of your choice and any items where the attribute value is higher than that will be filtered out.

Is less than - You can enter a number of your choice and any items where the attribute value is lower than that will be filtered out.

 

Number attribute selection
Number attribute selection

 

Boolean

Yes - Filter the items wherever the value for the attribute is TRUE.

No - Filter the items wherever the value for the attribute is FALSE.

 

Boolean attribute selection
Boolean attribute selection

 

Date 

Is equal to - Select a specific date to filter items.

Is greater than - Select a date and only items on or after that date will be listed.

Is less than - Select a date and only items on or before that date will be listed.

 

Date attribute selection
Date attribute selection

 

Serial

Is equal to - A list of all existing values will be provided and you can select one or more values. All items that match those values will be listed.

Is greater than - You can enter a number of your choice and any items where the attribute value is higher than that will be listed.

Is less than - You can enter a number of your choice and any items where the attribute value is lower than that will be listed.

 

Serial attribute selection
Serial attribute selection

 

List of Values

Includes - Select one or more values from the predefined list and items that match the selections will be listed.

Excluded - Select one or more values from the predefined list and items that match the selections will be excluded from the list.


List of values attribute selection
List of values attribute selection

 

Last update: Aug 17, 2021

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