Creating, Copying, Editing, and Deleting Filters

Existing filters can be copied, edited or deleted.

Creating Filters

To create a filter, follow these steps:

1. Choose Filters from the menu on the left-hand side of the Pathfinder Pro home page.
   
   The Filters tab displays:
   
   
2. Choose the Create New button.
   
   The Filters (new) tab displays:
   
   
3. Enter a name for the filter in the Name text box.
4. To suppress a resource link based on the user's port:
   1. Choose the WebPAC/Encore radio button.
   2. Enter one or more ports. Separate port numbers with commas. Do not use spaces.
      
      When you apply the filter in a resource definition, the resource cannot be accessed from the ports in the filter.
5. To suppress a resource link based on the user's Sierra application:
   1. Choose the Sierra Staff Functions radio button.
   2. Move the functions for which a resource will be suppressed from available to selected. Applications appear as available after you create an origin definition for them.
      
      When you apply the filter in a resource definition, the resource cannot be accessed from the selectedfunctions.
6. To suppress a resource link based on the user's scope:
   1. To suppress resources when users with a filtered scope request resources from within the WebPAC, choose the WebPAC/Encore radio button.
   2. To suppress resources when users with a filtered scope request resources from within the Sierra applications, choose the Sierra Staff Functions radio button.
   3. Move the scopes for which a resource will be suppressed from Available to Selected.
      
      When you apply the filter in a resource definition, the resource cannot be accessed from the Selected scopes.
7. To suppress a resource link based on the user's accounting unit:
   1. Choose the Sierra Staff Functions radio button.
   2. Enter one or more accounting units. Separate accounting unit numbers with commas. Do not use spaces.
      
      When you apply the filter in a resource definition, the resource cannot be accessed from the accounting units in the filter.
8. To suppress a resource link based on the user's network login:
   1. Choose the Network Access radio button.
   2. Enter one or more logins. Separate logins with commas. Do not use spaces.
      
      When you apply the filter in a resource definition, the resource cannot be accessed from the logins in the filter.
9. To suppress a resource link based on the user's network service level:
   1. Choose the Network Access radio button.
   2. Enter a service level. Only one service level can be entered in a filter.
      
      When you apply the filter in a resource definition, the resource cannot be accessed from the service level in the filter.
10. Apply the filter to resource definitions by moving the resources from available to selected. You can also apply filters from the resource tab
11. Choose Save.

Copying Filters

1. Choose Filters from the menu on the left-hand side of the Pathfinder Pro home page.
   
   The Filters tab displays:
   
   
2. Choose the Copy button associated with the filter.
   
   The Filter (<new>) tab displays data from the copied filter.
3. Edit the copied data to create a new filter.
4. Choose Save.

Editing Filters

1. Choose Filters from the menu on the left-hand side of the Pathfinder Pro home page.
   
   The Filters tab displays:
   
   
2. Choose the Edit button associated with the filter.
   
   The Filter (<filter_name>) tab displays. For example:
   
   
3. Edit the filter.
4. Choose Save.

Deleting Filters

1. Choose Filters from the menu on the left-hand side of the Pathfinder Pro home page.
   
   The Filters tab displays:
   
   
2. Select the check boxes for the filters to delete.
3. Choose Delete selected.
4. Choose Yes.