Create a custom filter in the List View
The custom filter enables you to customize a filter that matches your specific needs. Each visible column, including custom columns, is listed in the Create a Custom Filter window. You can add patterns, and any documents matching those patterns are displayed.
You can use an asterisk (*) as a wild card to represent one or more characters.
For example, if you have documents from several countries, including the
United States
and the
United Kingdom
, you can filter your results to display only those documents from these two countries. To do this,
you can enter a filter for
United*
into the country field. Similarly,
G*
matches all countries starting with that letter, and
*y
displays all countries ending in y.
You cannot however, use a wildcard to match one or more characters in the middle a string.
For example, if you have documents from two companies called
ABComputing
and
AAComputing
, you cannot use a filter for
A*Computing
to match both companies. Instead, you can use
A*
or to filter out the unwanted results.
The custom filters are case sensitive. This means that
A*
does not match
atlasComputing
, but does match
ABComputing.
You can create a custom filter in the list view by following these steps:
- Open the Documents window if it is not already open.
-
If a different view is in use,
switch to the
List View
.
-
Select the desired document subset.
The documents are displayed in the List view.
-
Optionally, right-click all selected documents in your document subset, an then click
Load Data on the shortcut menu.
The columns populate with the document data if not already loaded.
-
In the
Filter list in the toolbar, select
<custom>.
A button is displayed to the right of the list so that you can customize your filter.
-
Click the button beside the
Filter list.
The Create a Custom Filter window is displayed and all visible columns are listed.
- For each column that you want to filter, type a value or select it from the list.
-
Click
Save to close the
Create a Custom Filter window.
Note You can always undo your results by clicking Clear. This clears out any existing settings so you can overwrite them. You can also click Reset. This reverts any changes back to the most recently saved filters.
Only those documents that match your filter settings are displayed.
- Optionally, remove the filter by selecting the <no filter> value from the list.