Saving filter criteria (ESRI)

Save filter criteria so it can be accessed in the future, reducing the amount of time it takes to run common searches.

To save filter criteria:

  1. Within ESRI, click Infor EAM Data Filter.
    Follow steps 2 through 5 to save a GIS criteria record.
  2. Select a Layer, and then enter Filter information.
  3. Click Set As Default to select to identify this criteria as the default GIS criteria record.
    Note: If you select Set As Default, the system automatically displays this GIS criteria record whenever you open the Data Filter popup.
  4. Click Save As.
  5. Enter the file name, select a file type, and then click Save. The system populates Criteria with the file name.
    Note: Save the file as either an .XMLGIS or .EXP file. If you save the file as an .EXP file, the system clears filter information and displays WHERE Clause, Edit Query, and Reset Filter. Modify the WHERE Clause as necessary. Click Edit Query to open ArcMap’s Select By Attributes popup. Click Reset Filter to enable the filter lines, and then modify the filter as necessary.

    Follow steps 6 through 9 to save an Infor EAM criteria record.

  6. Select a Grid, enter Filter information, and select custom fields to display on the Results page.
  7. Click Set As Default to select to identify this criteria as the default Infor EAM criteria record.
    Note: If you select Set As Default, the system automatically displays this Infor EAM criteria record whenever you open the Data Filter popup.
  8. Click Save As.
  9. Enter the file name, and then click Save. The system populates Criteria with the file name.
    Note: The file type must be .xmlinforEAM.
  10. Click Apply. The system runs a search based on the criteria and displays Infor EAM data that satisfies the filter on the Results page.