Tagging, Searching & Filtering

Save yourself hours in scheduling with these six key features...

Tagging (right-click to select)

Before using Doors it is important to understand 'Tagging'. Tagging is used in almost every area of the software including the door list, general, project inventory lists and hardware sets. It is used to to schedule items to doors, create hardware sets or to import and export between inventory lists.

To tag an item right-click it and it will appear in red. You can also tag multiple items. Once tagged these items may be scheduled, edited, deleted, exported, imported, transferred, pasted, edited and more.

To tag all items in a list click
To un tag all click

Four doors in the door list are tagged (have been right-clicked) and appear in red

Selection Filter (display on screen only items that are tagged)

Once you have tagged items in a window (either doors or inventory) you can choose to display only these tagged items on screen. This is a useful feature for double-checking your selections prior to making changes or scheduling.

To remove the selection filter click the same button again.

Only the four tagged items appear on the screen below as the Selection Filter is on

Searching (quickly find an item in a list)

Once your general inventory and door lists get quite large (hundreds to tens of thousands of items) it is useful to be able to quickly find specific items in these lists. You have a few search options available to you which are both powerful and flexible.

While in any window containing a list of items (eg door list, general inventory list) simply type the door number or reference number of the item you are looking for. Note there is no need to click in the search field prior to typing as the search feature is always active. The characters that you have typed will appear in the search field at the bottom of that window and Doors will take you to the first item in that list that contains those characters.

If the item Doors has found for you is not the one you are looking for, type in further characters to narrow the search or use the arrow to go to the next entry.

The numbers '1' and '4' have been typed and Doors has highlighted the entry 'door number 14'

Setting Search Parameters (tell Doors how to find what you are looking for)

It is very important that you set the search parameters prior to attempting to search. Each window has it's own search properties and once set Doors will remember them no matter which project you are in. Setting search parameters gives you full control and flexibility on your searches. Right-click the search field and choose Search Properties. This will bring up the Search Properties window specific to the software area you are in.

Here we are telling Doors to search Full Text and only on the Door Number field

Search Filter (display all items that fall within your search)

You can also tell Doors to only display items that fall within your search parameters. For example you can include the Area column in your Search Properties and display only the doors within a specific area of your project or of a specific door type. Below we have set Search Properties to look at the Area column. By typing the word 'administration' then clicked the Search Filter button we tell the software to display all doors in the Administration area.

Only doors in the Administration area are displayed on screen

Formatting Text (ensure consistency throughout your project and related client reports)

Uppercase

By clicking Ctrl-U (Ctrl + U key together) while the curser is in an information field, all text in that field will become uppercase. Note you do not have to highlight the word prior to formatting it, the curser only needs to be in the field for this to work.

Lowercase (first letter capitalised)

By clicking Ctrl-L (Ctrl + U key together) while the curser is in a field you can format the text to first letter capitalised.

Using these two short-cut features ensures all information is formatted consistently throughout your project increasing the professionalism of your client reports when generated.