4.14 Using Filters on Folders

4.14.1 Filtering a Folder List

To quickly sift through information in a folder or area by typing a portion of a word or phrase:

  1. Navigate to the area or specific folder where you want to filter the information, such as the Shared with Me area or the My Files area.

  2. In the upper right corner of the page, click the Filter List field.

  3. Type the portion of the word or phrase that you want to filter, then press Enter.

    Only folders or files whose titles contain exact matches of what you typed are displayed.

For a more robust search experience, you can perform a search, as described in Searching for Information, or you can create a filter, as described inCreating a Preconfigured Filter.

4.14.2 Creating a Preconfigured Filter

Filr enables you to create multiple filters in your folder. You can easily apply those filters to help you quickly sift through items in the folder.

  1. Navigate to the folder where you want to create the filter.

  2. Click the drop-down arrow next to the Filter List field, then click Manage Filters.

  3. Click Add a New Filter.

    Filter Name: Specify a name for the filter.

    Make This Filter Available to Everyone: Select this option if you want the filter to be available to all users who visit the folder. If this option is not selected, the filter is available only to the user who created it.

    Search Text: Enter the specific text that you are searching for.

    For more information about the various ways that you can refine a text-based search, see Using Search.

    Authors: Search for items based on the author.

    Last Activity in Days: Select to search for items that have been active in the last 1, 3, 7, 30, or 90 days.

    Creation Dates: Search for items based on when the items were created. In the fields provided, specify the start and end dates of the desired interval.

    Modification Dates: Search for items based on when the items were last modified. In the fields provided, specify the start and end dates of the desired interval.

  4. Click OK > Close.

4.14.3 Applying a Preconfigured Filter

  1. Navigate to the folder where you have already created the filter that you want to apply.

  2. Click the drop-down arrow next to the Filter List field, then click the name of the filter.

    The filter is applied to the folder.

  3. Repeat Step 2 to apply multiple filters to the folder.

After you apply a filter, items that do not match the filter criteria in that folder are not displayed in the folder listing. To remove a filter, click the x next to the filter name.

4.14.4 Modifying a Preconfigured Filter

  1. Navigate to the folder where you want to modify a filter that has already been created.

  2. Click the drop-down arrow next to the Filter List field, then click Manage Filters.

  3. In the Personal Filters section or the Filters That Everyone Can See section, click the drop-down list and select the filter that you want to modify.

  4. Click Modify.

  5. Make the modifications that you desire, then click OK > Close.

4.14.5 Copying a Preconfigured Filter

You can re-use a filter by copying it from one folder to another.

  1. Navigate to the folder where you want to copy the filter.

  2. Click the drop-down arrow next to the Filter List field, then click Copy Filters.

    The Copy Filters dialog box is displayed.

  3. In the Copy Filters From field, begin typing the name of the folder from which you want to copy a filter, then click the name when it appears in the drop-down list.

    or

    Click the Browse icon next to the Copy Filters From field, then browse to and select the folder from which you want to copy a filter.

  4. Select one or more filters to copy, then click OK.

4.14.6 Deleting a Filter

  1. Navigate to the folder where you want to delete a filter that has already been created.

  2. Click the drop-down arrow next to the Filter List field, then click Manage Filters.

  3. In the Personal Filters section or the Filters That Everyone Can See section, click the drop-down list and select the filter that you want to delete.

  4. Click Delete, then click OK to confirm that you want to delete the filter.

  5. Click Close.