Filtering Upgrade Options


App designer allows you to filter the upgrade options for your project definitions. To use this feature, open a project, then choose:

View > Filtering

app-designer-filtering-options.png

Here's a brief summary of the options available:

Setting What it does
No filtering (default) Shows you everything, filtering is turned off
Tagged for upgrade Shows only those definitions with the Upgrade flag set (checked)
Not Tagged for upgrade Shows only those definitions with the Upgrade flag not set (unchecked)
Done Shows only definitions with the done flag set (checked)
Not Done Shows only definitions with the done flag not set (unchecked)
Custom Filtering Gives you the full set of target/source filtering options as a matrix

You can use Tagged/Not tagged for upgrade in conjunction with Done/Not Done. Giving you four combinations:

  • Tagged for Upgrade / Done
  • Not Tagged for Upgrade / Done
  • Tagged for Upgrade / Not Done
  • Not Tagged for Upgrade / Not Done

Using custom filtering gives you the follow options matrix:

custom-filtering-matrix.png

This lets you choose any combination of customisation levels between your source and target environments after a compare report. For example, if you click on the report filter button, you'll get the source/target differences for your customisations. Note to use this option, you first need to do a compare report between your source and target environment for your project. It uses the information in the source, target and action columns of your upgrade tab for each definition type. You also get these same report filter settings when you perform a compare report in the report filter tab.


Revision #1
Created Wed, Jul 31, 2019 7:50 PM by PeopleSoft Wiki
Updated Wed, Jul 31, 2019 7:54 PM by PeopleSoft Wiki