Saved Filters Tree

The Saved Filters tree tree allows you to create and save frequently used filters. Utilizing this tree with the Tag Bundles Tree makes it a powerful tool. You can save time by not having to go to folio and re-query the same filters every time or have to memorize the different filters. 

Using Saved Filters

To use the Saved Filters tree, set it as visible in the Select Tree drop-down. Once visible, you can select it in the Available Trees panel to create custom filters to save and reuse.

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Create a New Saved Filter

To create a Saved Filter:

1. Select Saved Filters from the Available Trees menu.
   A list of Saved Filters is displayed.
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2. Either click on the plus sign and then select New Saved Filter or the Add button on the grid view side.
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   The Add Saved Filter window displays.
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3. Enter a Name.
4. Enter a Filter.
5. Select the Add button.
6. The Saved Filter is displayed in grid view.
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7. You now have a Saved Filter that can be used with the Tag Bundles Tree.

Edit

To edit a Saved Filter:

1. Select Saved Filters from the Available Trees menu.
   A list of Saved Filters is displayed.
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2. Select the Saved Filter to be edited.
   The Saved Filter heading turns from light to medium blue.
3. Select the Edit button on the grid view side.
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• Select parent tree and then clicking on the edit icon will prompt the below popup to select from available Saved Filters to edit. Then after selecting one, they will be prompted with similar popup when first creating one.
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• Another is to select the Saved Filter under the parent tree and clicking the edit icon, which will prompt the edit popup.
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• The third option is to select the Saved Filter from the grid view and clicking the Edit button, which will prompt the edit popup like above.

Delete

To delete a Saved Filter, the user can accomplish this a few ways:

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• Select parent tree and then clicking on the minus sign , which will prompt a popup below for the user to select available Saved Filters to delete.
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• Another is to select the Saved Filter under the parent tree and clicking the minus sign , which will prompt a warning popup if the user wants to continue to delete the selected Saved Filter.
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• The third option is to select the Saved Filter from the grid view and clicking the Delete button, which will prompt a warning popup like above to confirm deletion.

New Folder

If the user has a lot of Saved Filters, they can use the "New Folder" option to organize them.

The user can find that option in the Available Trees Tools Menu by clicking on the plus sign  and selecting New Folder when having the parent tree selected.

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Once selected, the user will be prompted with the below popup to select a folder name.

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Once created, the folder will appear under the parent Saved Filter tree, where the user can then select and drag and drop Saved Filters onto the folder to nest them in there.

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If the user selects the Saved Filters first to be included in the same folder, then clicking to create a new folder, it will put them all in the same folder. The user won't have to drag and drop them in there.

The rest of the tool properties apply to the folder as well such as editing and deleting.

Grid View Results

Once the user has created a Saved Filter, they can view the records it returns by selecting the Saved Filter under the parent tree in Available Trees panel.

If any are returned, they'll be displayed on the right side on the Grid View. It's like running the query in folio. In our case, we're querying for all the points with navName of "Damper" and under a specific floor.

Image Removed The filters display all points in the database that are saved with a particular filter tag.

Display Saved Filter Results

To display results from a saved filter:

1. Select the Saved Filter drop-down menu.
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2. Select the filter name.
   Saved filter points are displayed in the grid view.

Add Saved Filter

To add a saved filter:

1. Select the Saved Filter drop-down menu.
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2. Select the filter name.
   Saved filter points are displayed in the grid view.
3. Select Add.
   The Add Saved Filter window is displayed.
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4. Enter the desired Name and Filter site.
5. Select ADD.

Delete Saved Filter

To delete a saved filter:

1. Select the Saved Filter drop-down menu.
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2. Select the filter name.
3. Select Delete.
   The Warning window advises that the filter will be permanently deleted. 
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4. Select DELETE.

Edit Saved Filter

To edit a saved filter:

1. Select the Saved Filter drop-down menu.
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2. Select the filter name.
   Saved filter points are displayed in the grid view.
3. Select Edit.
   The Edit Saved Filter window is displayed.
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4. Enter the desired Name and Filter site.
5. Select SAVE.