Adding list value restrictions

Restrictions are criteria that files must meet to be included in reports, filter results, and advanced find results. You set restrictions when you add reports, add filters, or perform an advanced find.

List value restrictions limit results to files that do or do not include all or selected values in a list. This restriction is used to locate files based on checked out by user, status, workflow state, file type, list custom field values, user custom field values, and other values. For example, you can create a restriction to find all files with a Modified status.

Preconditions, which are similar to restrictions, are used in triggers and email notifications. The following information also applies to preconditions.

1. Select a restriction.

The Restriction dialog box opens.

2. Select is in list or is not in list to indicate if the files include the selected users.

3. Select an option to indicate the values to include.

  • If you are adding a user restriction, Current user includes files for the logged in user.
  • All includes files with one or more values in the list.
  • Selected includes files with one or more selected list values.
Click Select All to select all values or click Select None to clear any selected values.

4. Click OK to add the restriction.