Managing File Filters¶
Managing File Filters
Replace this introduction with a short summary of the page. The header table above is required on every document — fill in the Value column. It is detected automatically and re-displayed in a consistent panel at the top of the published page, so you do not need to format it yourself.
Write one topic per document. Each document becomes one web page that can be updated on its own (by a person or an AI agent) without affecting other pages.
First section¶
Write normal paragraphs. Use bold for emphasis and code font for field names, file names, or values.
- Bullet points for unordered lists
-
Keep each point short
-
Numbered steps for procedures
- One action per step
Note
Start a line with Note:, Tip:, Warning:, or Important: inside a quote to create a coloured callout box on the website.
Image with annotation notes¶
Insert the image at full resolution (the website scales it to fit and expands it with the browser window). If the image has numbered or lettered markers drawn on it, list the matching notes directly underneath:
(insert your image here)
Caption: A short description of the image.
Notes: 1. What marker 1 points to. 2. What marker 2 points to. 3. What marker 3 points to.
Video (optional, self-hosted)¶
Keep the video file next to this document and reference it by name — it is copied into this page’s own media folder and shown at its natural size with a scrollable caption panel beside it.
Captions come from a file with the same base name as the video kept next to it (e.g. walkthrough.srt). You can let the helper tools generate and polish it — and even build an AI voiceover — see tools/Video-Captions-and-Voiceover.md. For a short clip you can instead list timestamped notes right after the Video: line:
- 0:05 What happens at five seconds.
- 0:30 What happens at thirty seconds.
X4D Document Type Filters¶
Overview
Document Type Filters are used to automatically classify documents into predefined categories during document import, synchronization, or repository scanning.
X4D evaluates the document number against the configured filter expressions and assigns the document to the appropriate document type. This allows users to organize and search documents more efficiently without requiring manual classification.
How Filters Work
Each filter contains a Regular Expression (Regex) pattern that is compared against the document number.
For example:
2100-DE20-PID-0014r5
Using the filter:
PID-\S*\$
X4D identifies the document as a P&ID Document because the document number contains the segment:
PID-0014r5
Standard Document Type Filters
| Document Type | Filter |
|---|---|
| P&ID Documents | PID-\S*\$ |
| Isometrics | ISO-\S*\$ |
| Datasheets | DAT-\S*\$ |
| Reports | RPT-\S*\$ |
| Material Take-Offs | MTO-\S*\$ |
| Calculations | CAL-\S*\$ |
| Specifications | SPC-\S*\$ |
| General Arrangement Drawings | GAD-\S*\$ |
| Detail Drawings | DTL-\S*\$ |
| Location Drawings | LYD-\S*\$ |
Filter Components
\S
Represents any non-space character.
Examples:
A
1
-
_
*
Represents zero or more occurrences of the preceding expression.
Example:
\S*
Means:
Any number of non-space characters
\$
Represents the end of the document number.
Example:
PID-\S*\$
Means:
Find "PID-" followed by any non-space characters until the end of the document number.
Examples
Example 1
Document Number:
5350-DD10-PID-0001r2
Filter:
PID-\S*\$
Result:
P&ID Document
Example 2
Document Number:
2100-DE20-ISO-0045r3
Filter:
ISO-\S*\$
Result:
Isometric Document
Example 3
Document Number:
5900-DE20-DAT-0105r1
Filter:
DAT-\S*\$
Result:
Datasheet Document
Area-Specific Filters
Filters can also be configured for specific project areas.
Example:
^6920-.*-PID-\S*\$
This filter matches:
6920-DE20-PID-0001r1
6920-DD10-PID-0002r4
but does not match:
5900-DE20-PID-0001r1
because the document number does not begin with area 6920.
Recommendations
-
Configure filters based on the project's document numbering standard.
-
Use document type identifiers such as PID, ISO, DAT, RPT, and MTO wherever possible.
-
Test filters against a representative sample of project documents before deployment.
-
Keep filter expressions simple and easy to maintain.
-
Document numbering standards should remain consistent throughout the project lifecycle.
Correctly configured filters significantly improve document classification, searching, reporting, and navigation within X4D.