Filter RTF report on Tagged Values?

[barrym]

Does anyone know a way to filter what elements are included in an rtf report based on the value of a Tagged Value?

[Dermot]

This can be done in a Virtual Document - using a Model Element with a Tagged Value: SearchName &  SearchValue - see the help on Virtual Documents or the Whitepaper on RTF reporting. Requires EA 7.1.

[barrym]

I have spent hours trying to get a Model Document to work, in 7.1 (831), using a search specified on the SearchName tagged value (both with a search value predefined in the search and as a SearchValue).  I have verified that the search works when used by itself in the Browser.  However, I have been unable to get the search to apply when generating the rtf document on the Model Document.

[barrym]

Thank you Dermot.  I learned what I needed from the 'Rich-Text Format Document Generation in EA' whitepaper (much better than EA help content).  I had dragged folders to the Model Document and that apparently overrides a specified search for the Model Document.  The whitepaper made it clear that it is an OR - use search, or drag packages.  I had to create new reports to use because the search results don't take packages into account.  I would much prefer the search was applied to packages dragged to the model document - oh well.