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  #1  
Old 01-03-2017, 11:14 AM
cnewtonne cnewtonne is online now
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Filter tree while preserving hierarchy

I often use UR for presentation. Each info item is a slide. Same presentation may have different audience. Thus, I may have to modify the tree depending on the audience.

I can create a custom-key/tag or may be use different flags for each presentation/audience. I can then search for a specific tag. However, the search result does not preserve the hierarchy. Info items get flattened.

The hierarchy itself is a significant part of what is being presented. It allows me to show relationships and an overall summary.

How can I can filter the tree to have it show items with same tag/flag, yet preserve the hierarchy?

Thanks
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  #2  
Old 01-03-2017, 12:02 PM
kinook kinook is online now
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It isn't possible to filter the tree in that way, but you can show and sort on the Hierarchy and Tree Order system attributes / columns in search results to display the hierarchy there.

http://www.kinook.com/UltraRecall/Ma...tomization.htm
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  #3  
Old 01-03-2017, 12:47 PM
cnewtonne cnewtonne is online now
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I'll try it.
Will the sorted search results show tree indentations?

Thank
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  #4  
Old 01-03-2017, 12:55 PM
kinook kinook is online now
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The Lineage column will show the tree hierarchy. This is also an Indent Level attribute that can be displayed.
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  #5  
Old 01-03-2017, 12:58 PM
cnewtonne cnewtonne is online now
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I'am unable to make sense of how UR is ordering the items using TREE ORDER / INDENT LEVEL.
Could not get it to sort to match the tree.

What am I missing?
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  #6  
Old 01-03-2017, 01:04 PM
cnewtonne cnewtonne is online now
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One other way to do this is by selectively linking items to each presentation. It almost worked, but linking an item will cause all its children to show as well.

I see you have an option to 'cop single'. Is there not a 'link single' option?

Thanks
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  #7  
Old 01-03-2017, 01:05 PM
kinook kinook is online now
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You need to show the Lineage column and sort on Lineage first and Tree Order second (hold down Ctrl when clicking second column).
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  #8  
Old 01-03-2017, 01:08 PM
kinook kinook is online now
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Quote:
Originally Posted by cnewtonne View Post
One other way to do this is by selectively linking items to each presentation. It almost worked, but linking an item will cause all its children to show as well.

I see you have an option to 'cop single'. Is there not a 'link single' option?

Thanks
No -- a link is just a pointer to an item, which by definition includes its children.
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  #9  
Old 01-03-2017, 01:18 PM
cnewtonne cnewtonne is online now
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Still, not working ...

Tried the 4 combination ...

1) lineage asc / tree order asc
2) lineage asc / tree order desc
3) lineage desc / tree order asc
4) lineage desc / tree order asc

None showed results to match tree.
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  #10  
Old 01-03-2017, 01:51 PM
kinook kinook is online now
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Yeah, I guess that doesn't accomplish what you're trying to do.

Another way might be to mark the items that should be excluded from the second audience as Completed, then hide completed items when presenting to that audience.
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  #11  
Old 01-03-2017, 02:26 PM
cnewtonne cnewtonne is online now
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'completed' flag does it. Albeit, I have to flag items every time audience changes. Is there a way to show/hide other flags too?

Thanks
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  #12  
Old 01-03-2017, 02:35 PM
kinook kinook is online now
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No, but it's something to consider adding.
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  #13  
Old 05-07-2017, 08:51 PM
kinook kinook is online now
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In 5.3, the flags to be hidden can be configured via Tools | Flags.
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