Configure View Filters


After completing this topic, you will be able to configure view filters.


Steps:

  1. Filter the view to display all topics in folder paths that contain the name Excel.

     

    Click the Filter tab.

    Step 1
  2. Select the column you want to filter. Create a filter to display topics only.

     

    Click the Column list.

    Step 2
  3. Select the Type list item.

    Step 3
  4. Select the condition list to view the options for Type.

     

    Click the Condition list.

    Step 4

  5. Select the condition.

     

    Click the in list item.

    Step 5
  6. Notice that Topic is already selected in the Value list.

     

    The filter box below shows that the filter 'Type in Topic' is added to the view.

    Step 6

  7. Add another filter to display topics in the Excel folder only.

     

    Click the Add button.

    Step 7
  8. Filter the view by the path name.

     

    Click the Column list.

    Step 8
  9. Click the Path list item.

    Step 9
  10. View the conditions for the Path column.

     

    Click Condition list.

    Step 10
  11. Click the contains list item.

    Step 11
  12. Click in the Value field.

    Step 12

  13. Enter the desired information into the Value field. Enter "Excel".

    Step 13
  14. Notice that the Match all and Match any options are now available.

     

    When adding multiple filters, you can select if the documents displayed in the view should match all filter conditions or match any condition. In our example, you want to match all conditions.

    Step 14

  15. Click the OK button to close the View Editor.

    Step 15
  16. Click the Close button to close Manage Views.

    Step 16
  17. Display the Topics in Excel Folder view.

     

    Click the View list.

    Step 17

  18. Click the Topics in Excel Folder list item.

    Step 18
  19. Notice that the Count in View on the status bar indicates the number of documents in the view.

    Step 19

After completing this topic, you are able to configure view filters.