Document Filters

Overview

Filtering is a feature to filter a document list to show only certain desired documents. Filtering capability is available in all views. Refer to Document Views for more information regarding views. In order to filter a list, click on Filter button at the top right of the list. Below pop up will appear.

There are a few elements in the pop up:

• First field - Data

  • Select data that we want to filter.

  • For example: Client

• Second field - Condition

  • Exact values available for Condition depends on the data type of the Data selected in first field.

    • For text data, we can match by exact value or part of the text.

    • For date data, we can match by between certain date range, or exact date.

    • For number data, we can match by value range (e.g. >, <, >=, =, etc.).

  • For example: Equals

• Third field - Value

  • This is the value we want to filter. Depending on the data type of the Data selected in first field, we may type values we like, or we may select from available options.

• X Button

  • This button will remove the condition.

• + Add a Filter Button

  • This button will add another condition into the filter.

  • If there are more than one conditions in the filter, the document has to match all of them in order to appear in the list.

• Clear Filters Button

  • This button will clear all filters and show all data in the list.

• Apply Filters Button

  • This button will apply the filters into the list, and only documents matching the filter will appear in the list.

Filter Details

Below are screenshots of what the options for the filters are, depending on the type of the data being filtered.

Text Data

Date Data

Number Data

Selection Data

Linked Data