The Filter tab lets you control the documents that appear in a view. If you do not define filter criteria, all documents in the Library will appear when the view is active. If you want to limit the documents that appear, you should define filter criteria. For example, you could filter documents by Type and choose to show only topics. 

 

You filter documents by creating "selection statements" that include a Column data element followed by a Condition and a specific data Value.

You can add as many "selection statements" as you need for filter criteria. Each statement appears in the area below the Match all/any options. These options control how the selection statements are applied. For example, use Match all (and) if you only want documents that meet all of the selection criteria listed. You can also use Match any (or) if you want documents that meet any of the selection criteria listed.


You can modify the parameters of any selection statement after it is added. You can also remove one or more statements from the list or clear the entire list.
 

 

Examples 

Situation 1: You want to display only topics in a view. To define a filter that displays only topics, you would create the following "selection statement":

 

Column = Type 

Condition = in 

Value = Topic 

 

Situation 2: You want to create a view that displays all of the documents in the HR folder and its four subfolders. To define a filter that displays all of the documents in the HR path, you would create the following "selection statement": 

 

Column = Path 

Condition = contains 

Value = /HR 

 

Note: In the above example, you would deselect the Organize by folders option on the Sort tab to show all documents in the Library that meet the conditions in a single view. 


To add a selection statement:

  1. On the View menu, choose Manage Views.
     
  2. Add a new view or edit an existing view.
     
  3. Click the Filter tab.
     
  4. Edit the Column, Condition, or Value fields.
     
  5. Click Add.
     
  6. Click Apply to save your changes. If you are editing the active view, the results of the view definition are immediately visible.

To edit an existing selection statement:

  1. On the View menu, choose Manage Views.
     
  2. Add a new view or edit an existing view.
     
  3. Click the Filter tab.
     
  4. Choose a selection statement from the list.
     
  5. Edit the Column, Condition, or Value fields.
     
  6. Click Apply to save your changes. If you are editing the active view, the results of the view definition are immediately visible.

To remove a selection statement:

  1. On the View menu, choose Manage Views.
     
  2. Add a new view or edit an existing view.
     
  3. Click the Filter tab.
     
  4. Choose a selection statement from the list.
     
  5. Click Remove to erase only the selected item.
     
  6. Click Apply to save your changes. If you are editing the active view, the results of the view definition are immediately visible.

To remove all selection statements:

  1. On the View menu, choose Manage Views.
     
  2. Add a new view or edit an existing view.
     
  3. Click the Filter tab.
     
  4. Click Clear to remove all existing selection statements.
     
  5. Click Apply to save your changes. If you are editing the active view, the results of the view definition are immediately visible.

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