10.5.15		Filter Items	find-filter
10.5.15.1		Using the Filter	find-filter
10.5.15.2		Saving and Reusing Filters	find-filter
10.5.15.3		Cross Project Roll-ups	find-filter

4 documents found.

The items filter allows you to define your search criteria so you can view items of interest to you. You can save and re-use a filter (more on this later).

1 – Closed Items

By default, items marked with a status of closed are not shown in search results. Un-check the Exclude Closed Items option to show closed items in the items grid.

2 – Selected Project

By default the currently selected project is the focus of the search – only items belonging to this project will be returned.

You can click-select multiple projects or just select a project group to include all projects in that group (e.g. selecting “Development” group will automatically select both “Company Intranet” and “Integrated Marketing Solution” projects).

Once selected, just click the View button or click away from the popup filter box to set the criteria.

3 – Criteria Filters

Once projects have been selected, the project level filters come into play to help you refine your search. These project specific filter options will appear slightly indented and underneath the Project filter option.

Simply click and set the filter options as required.

Once selected, just click the View button or click away from the popup filter box to set the criteria.

4 – Custom Fields

Items can also be filtered by any Custom Fields that may be applicable to the project.

Once selected, just click the View button or click away from the popup filter box to set the criteria.

5 – Keywords

You can also perform a keyword search.

6 – Saving

Once defined and executed, filters can be saved and reused later as required.