Adding an OR Filter Group

An OR 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 OR filter group produces a subset of records that meet any filter condition. PCS Axis processes filters in a filter group in descending order beginning with the filter at the top of the filter group.

To add an OR filter group, follow these steps:

1	Select one or more pipeline segments in the Select ROWs window. Click Save to close the window.

2	Open the Edit <module> Data window. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window.

3	Select the data grid you want to filter data. For example, click the Inspections tab.

4	Click the Customize tab , then the Filters button to open the Filters page.

5	Click New ‘Or’ Group to open a filter properties group box (Figure 7-91).

6	Type a name for the filter group in the field Include records that match any of these conditions.

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

8	If the OR filter group includes a date filter, such as Facility Delinquent Date Is Between shown in Figure 7-91, set a date range using a calendar or dynamic dates in the following manner:

•	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 button 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.

9	If you want the filter to remain on for all sessions when working with the selected route, click the check box Filter is Always On. When this check box is not selected, toggle the filter on and off in the options page using the filter’s check box.

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

Figure 7-91. Filters

11	If you want to set up additional filter criteria for the filter group:

a	Click Add to open another filter properties group box.

b	Repeat steps 6 through 10 to set up the filter group. Then click the close button to close the filter group.

12	To move a filter to a different position in the filter group or a filter group to a different position in a group of filters:

a	Point the mouse at the filter handle to change the cursor to a vertical resize cursor .

b	Drag and drop the filter or the filter group to a new location.

Note: PCS Axis processes filters in descending order beginning with the filter at the top of the filter group.

13	Click Save.

Note: Clicking the edit icon for a particular filter opens that filter’s property settings allowing you to change settings as needed.

14	To apply one or more filters to the data entry grid (Figure 7-92):

a	Click the Options tab to open the options page.

b	Click the check box for each filter you want to apply. Then click Apply to save changes and return to the data entry grid.

Figure 7-92. Options