Using Filters

Using Filters

Using Filters
Grouping and filtering products can be helpful to edit in bulk and send filtered data to your customers.
You can achieve filtered exports by:
  • Filtering from your catalog
  • Saving a filter and applying it
    • In manual exports
    • In automated channel exports

Build a filter

To filter in your catalog, you can:

  • Filter by Tags.
  • Use the Filter by criteria.

Filter by criteria

  1. Click in Add/Edit Filter.

      2. You can now filter by: 
  • Part type (e.g., all suspension components, all leaf springs, etc.)
  • Application
  • Analysis
  • More
      3. Please make your selections and then click Show Results.

When Filtering by Application, you can select multiple Makes by pressing the Ctrl key and clicking on the Make option simultaneously. As you select the options, they will be grouped and shown in the Application selection box in the upper left.

      4. You can visualize your filters here. Multiple filters can be combined.
      5. Click on Open Catalog to see the filtered products.


Save a filter

After configuring a filter, you can save it:

      1. Click on the Save Filter icon.
      2. Type a name and click on Save.

Filters cannot be renamed.

Saving a filter allows you to reuse it later on and also apply it to exports and automated schedules.
      3. A saved filter can be called up at the top right or by opening the full catalog. 

Deleting Filters

A list of  the saved filters is visible under the My filters menu on the left side panel:
  1. Click on the Trash Can icon next to a filter
  2. A window will pop up; click Delete to delete the saved filter


Related Article:
  1. Filter by Analysis
  2. Using the Search bar

    • Related Articles

    • Using Tags

      Using Tags Tags are one way to group your products Create a Tag  There are two ways to create a tag and apply it or many tags to your products. Within the PDM platform Select the product(s) you want to tag from the catalog. Click on Tag above the ...
    • Using the Search bar

      Using the Search bar The search bar at the top left in the All Products tab gives you the ability to search for relevant information about your products by typing a Keyword. This means you can search by Part Number, Part Type, Descriptions, ...
    • Export Data using Templates

      Export Data using Templates Use Export Template to download data using templates created in Export Builder Plus. There are two methods to access Export Template: Access to Export Template from Import/Export Select a Brand from the main menu and click ...
    • Data Distribution with PDM

      Data Distribution with PDM To easily get your high-quality product data distributed, you have a variety of options: Channels (controlled by you) Set up exports to happen automatically on your preferred schedule to have data pushed daily, weekly, or ...
    • Clone Products

      Individual products can easily be copied by using the Clone feature: In the Catalog, select the product you want to clone. Click on the Actions dropdown, and select Clone. 3. Write down the Part Number, and select which segments you want to copy. ...