Define document folder filter criteria

The Folder Filter user preference settings determine the default criteria displayed when folder filtering is enabled.You can define both simple and advanced criteria for each object store. You define separate filter criteria for documents and custom objects. To use these Folder Filter settings, you must also choose to display the folder filtering criteria in the General Settings of the General user preferences view.

To define document filtering criteria

  1. Click Preferences in the upper right corner.
  2. In the User Preferences page, click Folder Filter from the list of views.
  3. Select Document from the list of views.
  4. Select an object store to search.
  5. Select the appropriate Simple Criteria Settings.
    1. Select a property to filter the returned objects against. The default is Document Title.
    2. Select an operator. The default for Document Title is "contains."
  6. Select the appropriate Advanced Criteria Settings. You can filter on up to 5 properties.
    1. Set the property criteria for up to 5 properties.
      1. Select the desired Property Name from the drop-down list.
      2. Select the desired Operator for the property criteria.
      3. Select either AND or OR to specify the relationship between the current property and the next. For example, if both the first and the second property must be true, select AND for the first property.
      4. Select a property to use for sorting the items returned. Click the radio button in the Sort on column for the desired property.
    2. To include a document content search, set Show Content Contains to Show.
    3. If needed, select the filter class criteria. If you do not select a class, then all classes are used.
      1. To select the class later, select Show for Show Filter Class.
      2. To set a default class, click Select Class. The Select Class page opens.
      3. Select the desired class name.
      4. To include subclasses, select the Include subclasses check box.
      5. If you need to remove the selected class, click Clear Class.
  7. Click Apply to save your changes.
  8. Click Exit to close the User Preferences page.