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.
Column: Select the column that contains the information that you want to filter; such as Type, Frame, Path, or Last Modified Date. For a complete list of the columns and their attributes, see Select Filter Columns in the Create a Custom View, Configure View Filter sections of the Manage the Library chapter.
Condition: The criteria used to filter the column data. Condition values act as operators such as equals, not equals, is more than, is less than, and so on. The available conditions are constrained by the Column data type. For example a numeric column includes "equals", a date column includes "on or before", and a text column includes "contains". For a complete list of Conditions and their definitions, see Use Filter Conditions in the Create a Custom View, Configure View Filter sections of the Manage the Library chapter.
Value: Use this field to add the specific comparison value for the condition. The data Value is dependent on the Column data type; the entry may be a date, number, text, or a selection from a list, such as a listed role.
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.