Filter structures by partitions

You filter a product structure to work with a specific product definition, which is comparatively small. However, for this to work, your system administrator must index the structures using Smart Discovery Indexing.

Procedure

1. Open the structure that you want to filter.

   If a primary partition scheme is set by the administrator, the structure opens in this scheme, by default. However, if you have overridden the preference set by the administrator, the structure opens in the partition scheme that you have set.

2. To quickly filter a structure by a partition using a shortcut menu, right-click a partition and then click Filter Selected Elements with children. However, to filter a structure by a partition using the Filter panel, follow step 3 and later in this procedure.

   If you use the shortcut menu option, the structure is narrowed and the selections are included with children as filters. The selections are added to the filter criteria using the AND operator. This action is synchronized with the method of filtering by using the Filter panel.

3. Click Filter.

   The Partition Scheme section on the Filter panel lists the partition schemes created for this structure.

4. Select a partition scheme from the list.

   The Filter panel displays the partition hierarchy within the selected partition scheme.

5. To select the required partition, you can either navigate the partition hierarchy by expanding the tree or by searching for a partition. You can expand a partition and choose a child partition. You can also search for a specific partition in the Filter by Name box and select the partition from the results list.

   To go back to the partition hierarchy (tree), in the Filter by Name box, click the back control. When you go back to the tree, by default, you do not see the partition as expanded, unless you have already expanded it. That is, when you select a partition, the partition hierarchy does not expand automatically up to that level and show you the selection. You have to manually expand the parent partition and then see the partition that you selected.

   Teamcenter saves the partition expansion state in a partition scheme. When you reopen the partition scheme, you can see the previous expansion state.

6. Select the required partitions and then click Apply.

   A filter expression is generated and is displayed at the top of the Filter panel. Also, in the Partition Scheme section, a tick mark is displayed for the partition schemes from which the partitions are selected for filtering.

   To exclude partition schemes as a filter, turn on the NOT toggle.

   The loaded structure is filtered in real time based on the applied filters.

   If you do not want the structure to be filtered in real time while you are applying filters, you can turn off Auto-apply filters from Settings. To load the filtered structure in this case, click the Filter button on the Filter panel.

   If a selected partition, in turn, has child partitions, the elements of the child partitions are also considered in the filter criteria.

   You can also filter the structure by using a combination of volume, proximity, and attributes if you have the Smart Discovery for Structures license.

   To remove a filter, click the remove control for the partition scheme.

   To remove all filters, click Clear.

What to do next

Tip

You can save the filtered structure in a session, workset, or a product snapshot for easy retrieval. When you open these later, they retain the filters and scheme applied to the structure.