Filters

You can filter content in Working Papers based on a variety of criteria. Using filters, particularly in conjunction with Document Tags, you can create customized views of the Document Manager for the members of your engagement team.

To access the filter menu, on the ribbon, click View | Filter by. You can also access the filter menu from the Filter Header toolbar.

Create Filters

There are two types of filters: personal and shared. A personal filter is only visible to you, while a shared filter is visible to all users and transferred to other client files.

To create a filter:

  1. On the ribbon, click View | Filter by | Filter Manager.
  2. On the Personal tab, click New.
  3. In the New Filter dialog, enter a Name for the filter, then click Edit.
  4. On the Simple Filter tab, complete the fields based on the content you want to filter.
  5. If you want to refine the filter using a filter expression, click the Advanced Filter tab. Check Use advanced filter, then enter your customizations. Click OK.
  6. Back on the New Filter dialog, if you want to make your new filter a Shared filter, click Share. Click OK.

The filter is added to the filter list and is automatically selected. Click OK to apply the filter.

Notes:

  • You can create a shared filter automatically by clicking the Shared tab before clicking New.
  • To convert a personal filter to a shared filter, select the filter in the Filter Manager and click Edit. Click Share, then OK.

Manage Filters

You can add, delete, edit, and organize your filters from the Filter Manager. To access the Filter Manager, on the ribbon, click View | Filter by | Filter Manager. You can also access the filter menu from the Filter Header toolbar.

If you want to organize your personal or shared filters, you can:

  • Rearrange the order of filters using the Move Up and Move Down buttons
  • Delete a filter or line by selecting it and clicking Delete
  • Copy a filter or line by selecting it and clicking Copy
  • Restore the filters to the installation defaults by clicking Defaults

Restoring filters to the installation defaults cannot be undone.

Notes:

  • A filter remains active until it is cleared, even after closing the file. To clear a filter, select the filter None.
  • An active filter does not apply to new documents until the filter is reset.
  • Deleting a folder deletes all documents in the folder, including those hidden by an active filter.

Simple Filters

Create a simple filter to quickly locate content that meets the specified criteria.

Note: Filter criteria is cumulative. Defining multiple criteria displays only the documents meeting all of them.

Option Description
Roles

Displays documents which have been signed off by particular roles:

  • No roles signed off: Displays documents that have not been signed off.
  • Any role signed off by current user: Displays documents that have been signed off by the current user.
  • Any role signed off by any user: Displays documents that have been signed off by any user.
  • Role requirements compliance: Due to the rules established in the Role Dependency, set under the Tools tab, on Options | Roles, includes documents which are currently in an incorrect sign off state.
  • Multiple sign offs: Displays documents based on the sign off state for the selected role(s), along with the user (the current user, no one, or anyone).
  • Can sign off: Includes any documents which can be signed off by the specified role. In order for a role to meet this requirement, it must not be signed off already, and any role dependencies must be satisfied.
Role Completion

Displays documents which have a specific role completion status:

  • Not started: All roles on the document are empty.
  • In progress: At least one role signed off but not all.
  • Not completed: Either no roles are signed off, or only some of them.
  • Complete: All roles are signed off.
Assigned to

Displays all documents which have been assigned to the Current user.

Lockdown

Displays documents that:

  • Yes: Include only those documents that have Lockdown selected in Document Properties.
  • No: Include only those documents that have the Lockdown cleared.
Retain on Cleanup

Displays documents that:

  • Yes: Have Retain on Cleanup selected in Document Properties.
  • No: Have Retain on Cleanup cleared.
Roll Forward

Displays documents that:

  • Yes: Have Roll Forward selected in Document Properties.
  • No: Have Roll Forward cleared.
Include in Index

Displays documents that:

  • Yes: Have Include in Index selected in Document Properties.
  • No: Have Include in Index cleared.
Deliverable

Displays documents that:

  • Yes: Have Deliverable selected in Document Properties.
  • No: Have Deliverable cleared.
Ready to Review

Displays documents that:

  • Yes: Are Ready to Review.
  • No: Are not Ready to Review.
Tags

Displays only those documents with the selected tags applied. Tag selections are not cumulative.

Document Type

Displays a specific document type, such as Automatic or CaseView document types. Document Type selections are not cumulative.

Contains

Select the form of annotation a document should contain before it will be displayed. This option refers to document level annotation, not global annotation. Annotation selections are not cumulative.

Issues

Selecting an issue type displays documents which have the associated issue type. Issue selections are not cumulative.

Entity

Displays documents which are associated with a specific entity. By default any entities which appear under the selected entity in the Consolidation hierarchy will also be included. Click the Only button to isolate the search to the selected entity.

Select Specific Entities to launch the Select Entities dialog which allows more control over this filter property.

Advanced Filters

Create an advanced filter to further refine a filter using complex expressions.

CaseView Functions

You can use any CaseView cell function in an advanced filter.

  • Example 1

    LEFT(SCHEDULE,1)="A"

    Displays all documents whose numbers begin with A.

  • Example 2

    LTRIM(A1)="ABC"

    Displays all documents whose Role 1 has been signed off by the user ABC.

  • Example 3

    AD1>(SYSDATE()-30)

    Displays all documents whose Role 1 was signed off within 30 days of the current system date.

Comparing Values

You can use comparison operators to create comparative filters.

Symbol Description Example
=

Equal to

type='F'

Displays only CaseView documents.

<>

Not equal to

type<>'F'

Displays all documents with the exception of CaseView documents.

>

Greater than

lineno>64

Displays all documents which have a line number value in the database greater than 64.

<

Less than

lineno<64

Displays all documents which have a line number value in the database less than 64.

>=

Greater than or equal to

lineno>=64

Displays all documents which have a line number value in the database greater than or equal to 64.

<=

Less than or equal to

lineno<=64

Displays all documents which have a line number value in the database less than or equal to 64.

!

Not

!signoffchk()

Displays all documents with valid sign off.

Combining Expressions

You can generate multiple simple filters, copy their contents from the Advanced tab, then assemble them to create a combined expression using the following commands:

Symbol Description Example
&&

And

type='*'&&annotation('T')

Displays all documents which are external and which contain Tickmarks.

||

Or

type='*'||annotation('T')

Displays all documents which are external or which contain tickmarks (or both).

(..)

Brackets

(type='*'&&(annotation('T')||annotation('C')))

Displays all documents which are external and which contain either tickmarks or commentary text