Setting a layout filter for contacts

Specifying the contacts to whom the current package is to be sent / Specifying layouts and files for the current package

The selection in the Layout structure column of the Allplan Exchange dialog box always applies to all contacts in the current contact list. To exclude specific layouts from the distribution lists of individual contacts, you can use a layout filter.

Note: If the layout filter for a contact was defined in such a way that this contact would not receive any layouts or files, a distribution note would not be sent either.

To set a layout filter for a contact

• Allplan Exchange dialog box (How) is open.
  

  Activate the Allplan Exchange dialog box in one of the following ways

  • The Layout module is open.

  • Menu bar: Create Layout Allplan Exchange Layout Distribution

  • Toolbar: Basic Tools Layout flyout Allplan Exchange Layout Distribution
  • Palette: Tools Basic family Create area Allplan Exchange Layout Distribution

1. Click the Define layout filter button for the contact whose layouts you want to filter.

   The Layout filter dialog box appears.

2. Define the filter condition using the boxes provided.
3. You can add more filter conditions by clicking . Using the AND and OR operators, you can link several filter conditions.
4. Click OK.

To save the current layout filter in a favorite file

• The Layout filter dialog box (How) is open
  

  Activate the Layout filter for ... dialog box in one of the following ways

  • The Layout module is open.
  • Allplan Exchange dialog box (How) is open.

  • Menu bar: ---

  • Toolbar: ---
  • Palette: ---
  • Button: Define layout filter (Contact column)
  • Shortcut menu: ---

1. Click Save favorite at bottom left.

   The Save As dialog box appears.

2. Specify the folder where you want to save the favorite file.
3. Specify a meaningful File name for the favorite file.
4. Click Save.

To load a layout filter from a favorite file

• Allplan Exchange dialog box (How) is open.

1. Click the Define layout filter button for the contact whose layouts you want to filter.

   The Layout filter dialog box appears.

2. Click Load favorite at bottom left.

   The Open dialog box appears.

3. Select the folder with the favorite file you want to retrieve.
4. Select the favorite file and click Open.

   The program loads the layout filter saved in this file.