Create a Category-Based Filter

To control the visibility or graphic display of elements in a view based on parameter values, create a filter that defines rules based on category parameters.

For example, you can create a filter that identifies doors with a 2-hour fire rating. Then you can apply the filter to a view, specifying that those doors display in a certain color.

  1. Click View tabGraphics panel (Filters).

    Filters are listed alphabetically and sorted in a tree structure by Rule-based and Selection-based.

  2. In the Filters dialog, click (New), and enter a name for the filter.

    To create a filter based on an existing one, select the existing filter and click Edit. In the Filters dialog, click (Duplicate). The new default filter name displays in the Filters list; select it and click (Rename) to rename it.

  3. In the Filter Name dialog, select Define rules, and click OK.
    Note: The Select option allows you to create a filter based on selected elements in the model. To use this method, click Select, select the elements in the view to include in the filter, and click Finish Selection. See Manage Selection-Based Filters for more information. The Use current selection option allows you to create a filter based on the currently selected elements.
  4. Under Categories, select one or more categories to include in the filter.

    The selected categories determine the parameters that are available to use in the filter rules. The displayed parameters are common to all selected categories.

    Tip: Use the Filter list to display categories that apply to selected disciplines. If you are editing or duplicating a filter, you can select Hide un-checked categories.

    Examples: To create a filter that identifies 2-hour fire-rated doors, select the Doors category. To create a filter that identifies 2-hour fire-rated doors and walls, select the Doors and Walls categories.

  5. From the Filter By list, select the parameter to filter by (example: fire rating).

    If the desired filter parameter is not in the list, click to view additional parameters or to create a custom parameter (for example, NIC [not in contract]).

    To create a custom parameter, in the Project Parameters dialog, click Add, and follow the instructions in Create Project Parameters.

  6. Select the filter operator (example: equals).
  7. Enter a value for the filter, or select a value from the list (available for some parameter types).
    Note: If you select the equals operator, the value that you enter must match the search value. The search is case-sensitive.
  8. Enter additional filter criteria as necessary.

    You can add up to 3 additional criteria. When you enter more than one filter criterion, elements must meet all criteria to be selected.

  9. Click OK when you are done creating filter criteria.