This procedure allows you to create custom folders inside item type folders. Custom folders are used when you want to divide an item type into smaller specific groups according to parameters set by you. For example, you could divide power cables into groups according to their power rating, divide the generators folder into groups according to their output, and so forth.
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In the Reference Data Explorer or Electrical Index, expand the hierarchy and highlight the item type folder to which you want to add a custom folder.
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Select File > New > Custom Folder.
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In the Name field, type the name of the new folder.
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Next to the Filter field, select Browse to open the Select Filter dialog, and do one of the following:
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Select a filter and select OK.
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Create a new filter.
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For more information on creating a filter, see Introduction to Filter Manager in the Filter Manager Help.
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A custom folder filter can only be of type Simple.
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The first time you create a custom folder, a second folder called All Items is also created in the parent folder. All the items in the parent folder are moved to this folder.
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Items that match the filter criteria are automatically duplicated in the custom folder, without moving them from the All Items folder.
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Some standard folders already have a hard-coded filter, for example the power cables folder has a hard-coded filter CableCategory = <Property>. When a hard-coded filter already exists, the filter definition has to be set correctly or this could result in incorrect items appearing in your custom folder. The filter definition for the custom folder should be Match all, or the criteria of the existing hard-coded filter should be included in the filter for the custom folder. For example; CableCategory = Power Cable and Conductor Arrangement = 3 core cable.