To create a filter bar item from a filter bar:
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Add a filter bar item in one of these ways:
In the Repositories pane, right-click on the filter bar and select New | Filter Bar Item.
In the Repositories pane, select the filter bar and click the Filter Bar Item button in the WorkView ribbon.
In the Repositories pane, select the filter bar, select the Filter Bar Item tab in the Properties pane and click Add.
Note:
You cannot add a filter bar item to a filter bar that is assigned as the User-Defined Filter for the application.
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Enter the Name for the filter bar item. The name is limited to 100 characters.
Note:
No two filter bar items within the same filter bar can have the same name.
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Enter a Description.
Note:
The text added to the Description field will be displayed as a tooltip when the user hovers over the filter name in the Unity Client.
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Click Next.
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Select the Application that contains the filter you wish to add to the filter bar.
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Select the Filter you want to associate with the filter bar item from the drop-down list.
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If you want to configure a sub filter related to the selected filter, select the Sub Filter check box.
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Click Configure. The Sub Filter Configuration: <name of filter bar item> is displayed.
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Select the filter you want to use as a sub filter. For more information about sub filters, see Understanding Sub Filters.
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Click OK.
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If you want to change the display name of the sub filter, enter the new name under the Name column.
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Click Next.
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If you want to assign rights for the filter bar item to all user groups assigned to the class, click Add All Assigned to Class.
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If you want to assign specific user groups to the filter bar item, select a user group from the User Groups drop-down list and click Add.
CAUTION:
If a user is assigned to more than one user group, the least restrictive privileges will be allowed.
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Click Next.
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Click Finish.
To put the filter bar items in the order you want them displayed in the WorkView Client, in the Filter Bar Items tab in the Properties pane, use the up, down, and sort alphabetically buttons.