User Guide

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Defining a Filter

Use the

Filters

panel below the canvas to select filter options to apply to the canvas.

To enable a filter option, select the option check box. To disable a filter option, clear the check box. Filter options are cumulative. You can select as many or as few as you need to clarify the relationships on the canvas. In logical terms, filters are joined by the AND operator.

In the

Hierarchy

view, click the

Filters

tab that is located below the canvas.

The

Filters

panel opens.

In the

Hierarchies

section, select the check boxes for one or more types of business entities.

The filter affects all selected types of business entities.

Click the name of a business entity.

The relationship filter options for the selected business entity appear to the right.

Optionally, change the relationship filter options for the record.

Optionally, click

General

and change the general filter options:

Option	Description
Hide unconnected entities	Hides records with no relationship to the selected record.
Show pending relationships	Shows relationships that are currently under review.

Optionally, click

Relationship Directions

and change the directional filter options:

Option	Description
Show Parents	Shows the parents of the selected record.
Show Children	Shows the child records of the selected record.
Show Unknown	Shows records where the relationship between the records is unknown.
Show Undirected	Shows related records where the type of relationship is not specified.
Show Bidirectional	Shows related records where the direction of the relationship goes both ways.