6.20 Using Filters on Folders

Many types of folders in Kablink Vibe provide a filter that helps you quickly sift through information in your folder.

6.20.1 Creating a Filter

In the Filter section, Vibe enables you to create multiple filters in your folder. You can easily apply those filters to help you quickly sift through your entries.

  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.

    This form is nearly identical to the one used for advanced searches. See Section 2.4.3, Using Advanced Search for information regarding the various fields in this form.

    In addition to the elements explained in Section 2.4.3, Using Advanced Search, you must consider the following elements when creating a 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.

  4. Click OK.

6.20.2 Applying an Existing 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 to apply.

    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.

6.20.3 Modifying a 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, 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.

6.20.4 Copying a 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.

6.20.5 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, 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.