Adding filters

Filters allow you to quickly find files in the source file list based on specific criteria. For example, you can create a filter to find files in a specific workflow state. The Filter list in the Source Tree window displays all filters you have access to.

You can also create filters in the Advanced Find dialog box. See Searching for files.

1. Choose Tools > Filters.

The Filters dialog box opens.

2. Click Add.

The Add Filter dialog box opens.

3. Enter a descriptive Filter name.

4. Select a Public/private filter option.

Public filters are shared with all users. Private filters are not shared. You may only be able to create private filters depending on your security permissions.

5. Select a Restriction to set the criteria files must meet to pass the filter.

The Restriction dialog box opens. The options change based on the selected restriction.

6. Enter or select the restriction values. See Adding restrictions.

7. Click OK.

The restriction is added. The values are displayed in the Restrictions list and the Summary field.

To change a value, double-click it in the Restrictions list.

8. Add any additional restrictions.

9. Click OK.

The filter is added. See Applying filters to the source file list for information about using filters.