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Depending on the size of your Services engagement, the amount of documents that is available through DCP can be quite large. It is important to get to the relevant information as quick as possible, without loosing flexibility. For this, DCP provides 3 ways of filtering the information: preset/custom table configurations, left pane focus-filtering and column filtering. Some filter settings query the data from the database servers while other filters quickly filter the data locally without initiating a database query.

It is important to become acquainted with the DCP filter methodology, to get most out of it.


Following overview table explains the DCP filtering methodologies and co-relation between :

  Filter name What it does Server/ Client based Notes
1 Table configuration The 'Filter by' preset/custom table configurations selection queries the database per a combination of multiple filter-criteria per the definition of the selected table configuration. It further applies a defined sort order and displays the defined columns selection.

It combines this with the Left pane filter setting (2a/b/c).

Server It also resets previously applied column filters (3).

Some Preset configurations only become enabled after a Left Pane filter is selected first.

2a Left pane :  Workview Applying or changing the Left pane Workview triggers a database query per the definition of the Workview (i.e. a list of Projects) in combination with the selected preset/custom table configuration (1). Server It also resets previously applied column filters (3).
2b Left pane : Customer focus Applying or changing the Left pane Customer (*) focus triggers a database query of the selected Customer in combination with the selected preset/custom table configuration (1).

* This filter is more applicable to partners that represent multiple end-customers.

Server It also resets previously applied column filters (3).

Applying a Left pane Customer focus locks the PID and Customer Column filters (3).

2c Left pane : Project focus Applying or changing the Left pane Project focus triggers a database query of the selected Project in combination with the selected preset/custom table configuration (1). Server It also resets previously applied column filters (3).

Applying a Left pane Project focus locks the PID and Customer Column header filters (3).

3 Column filter It further filters the information that was previously queried from the database per one or more column header filter criteria. Client Changing or adding an additional Column filter criteria further filters the previously downloaded information without resetting any other filter.

It doesn't download any further data from the Server.

4 Refresh icon This doesn't change the filter conditions but refreshes the information from the database per the combined filter criteria of all 3 filters. Server Clicking the icon triggers the database query. None of the filter settings are reset.

Note: the term 'server'-based versus 'client'-based used in the table indicates if the filter applied queries the information from the database servers versus filters the information that was previously already downloaded from the servers on your local machine.

This implementation is done to provide a performance user experience by eliminating unnecessary wait-time.

Some change in column filter or Left pane Customer or Project focus-filter might trigger a warning to refresh from the database server. This is done if the system calculates that there might still be information on the server that was not yet downloaded to your local machine.

The records downloaded to your local machine are limited to 500, at all time.


Related articles :

Apply a Table Configuration

Left Pane Filter

Column Filtering & Refresh

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