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Filtering search results

Filters enable you to refine your search based on specific categories and criteria, providing a more targeted approach to finding exactly what you need. Filters can be utilized as a standalone search tool, without the need to enter any keywords or perform a basic text search.

The availability of filters is dynamic and changes based on the selected search scope, your organization settings, your search query, and the filters you choose during the refinement process.

Filtering search results

To filter search results:

  1. Once you have run your search, use the available filters to narrow down the list of search results. Remember, filters adjust dynamically based on your search criteria, organization, or resources. For instance, if search results have no status, the Status filter is disabled.

    You can also start by configuring the filters, without running a text search. For example, to view all the resources that are not approved in your organization, set the Status filter to Approved and select the None option.

    preview_search_filter.png

  2. Click the All filters dropdown to view all available filters. Within this dropdown, you can see the Saved filters, Pinned filters, and Available filters. Personalize your search page by pinning, unpinning, and reordering filters as needed.

  3. While setting filters, you can select the options - Any, All, None.

    1. Selecting Any means that the filter will include results that meet at least one of the criteria you specify.

      For example, if you are filtering for items that can be either Approved or Pending, choosing Any will show results that are either Approved or Pending.

    2. Selecting All means that the filter will include only the results that meet all the specified criteria simultaneously.

      For example, if you are filtering for items that must be both Approved and High Priority, choosing All will show only the results that are Approved and High Priority.

    3. Selecting None means that the filter will exclude results that meet the specified criteria.

      For example, if you are filtering to exclude items that are Rejected, choosing None will ensure that no Rejected items appear in your search results.

  4. Save the frequently used search criteria to come back to easily. Click the Save filter button and provide a name for the filter and click Save. Note: Filters are saved at the level you run the search. Filters saved at the organization level will only be available within that scope.

  5. To apply a saved filter, select it from the Search bar or the All filters list.

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