About Controlling Document Placement with Filters
Filters
control what content goes into which folder when crawling in documents
or using Smart Sort to filter content into new folders. A filter sets
conditions that document links must pass in order to be sorted into
associated folders in the Knowledge Directory.
A filter is a combination
of a basic fields search and statements. The basic fields search operates
on the name, description, and content of documents. Statements can
operate on the basic fields or any other additional document properties.
Statements define what must or must not be true to allow the document
to pass the filter. The statements are collected together in groupings. The grouping
defines whether the statements are evaluated with an AND operator
(all statements are true) or an OR operator (any statement is true).
If some statements should be evaluated with an AND operator and some
should be evaluated with an OR operator, you can create separate groupings
for the statements. You can also create subgroupings or nested groupings,
where one grouping is contained within another grouping. The statements
in the lowest-level grouping are evaluated first to define a set of results.
Then the statements in the next highest grouping are applied to that
set of results to further filter the results. The filtering continues
up the levels of groupings until all the groupings of statements are
evaluated.
- Creating Filters to Control the Placement of Documents
- Defining Filter ConditionsA filter is a combination of a basic fields search and statements. The basic fields search operates on the name, description, and content of documents. Statements can operate on the basic fields or any other additional document properties. Statements define what must or must not be true to allow the document to pass the filter. The statements are collected together in groupings. The grouping defines whether the statements are evaluated with an AND operator (all statements are true) or an OR operator (any statement is true). If some statements should be evaluated with an AND operator and some should be evaluated with an OR operator, you can create separate groupings for the statements. You can also create subgroupings or nested groupings, where one grouping is contained within another grouping. The statements in the lowest-level grouping are evaluated first to define a set of results. Then the statements in the next highest grouping are applied to that set of results to further filter the results. The filtering continues up the levels of groupings until all the groupings of statements are evaluated.
- Testing FiltersYou might want to test your filters before you use them extensively.
- Applying a Filter to a FolderAfter you create a filter, you assign it to folders to control what content goes into the folder when crawling in documents or using Smart Sort to filter content into new folders.