Defining Filter Conditions
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.
A filter needs at least a basic fields search or a statement.
- If the Filter Editor is not already open, open it now and
display the Main Settings page.
- To search the name, description, and content values, type
the text you want to search for in the Basic fields search text box.
You can use the text search rules described in Using Text Search Rules.
- Select the operator for the grouping of statements you
are about to create:
- If a document should pass the filter only when all statements
in the grouping are true, select AND.
- If a document should pass the filter when any statement in
grouping is true, select OR.
Note: The operator
you select for a grouping applies to all its statements and subgroupings
directly under it.
- Define
each statement in the grouping:
- Click

Add Statement.
- In the first drop-down list, select the searchable property
for which you want to filter the values.
- In the second drop-down list, select the operator to
apply to this condition.
This list will vary depending on the property selected:
- In the box (or boxes), specify the value the property
must meet.
Note: If you are searching for a text property, you can use
the text search rules described in
Using Text Search Rules.
To remove the last statement in a grouping, select the grouping,
and click
Remove
Statement.
- If necessary,
add more statements by repeating Step 4.
- If necessary,
add more groupings:
- To verify that the filter works, click

Test Filter.
The results of the test appear in Filter Test
Report.
You might want to test your filters before you use them extensively.
See
Testing Filters.