- tutorials
Filter Documents/Dossiers using data fields
Engracia Villar
- April 16, 2020
- 6:04 pm
- 790
- No Comments
As you know, if you want to find a document or dossier you can use the filter with all its options:
- Predefined Filters
- Filters by dates
- Advanced Filters
- Tag Filters
Within the Tag Filter, you can refine your search even further, filtering by data fields. Go to the filter and add the tags you want to search for:
When a tag has a linked form, you can filter by the content of specific fields within that form. Select the field you want to filter by:
Click “Accept” and you will see that you can choose the data of the field to search for:
You can indicate that a field is filled, not filled, or must be equal to a value that you provide or different from said value. Depending on the type of field (text, numeric, etc.) you have different options:
Now click the magnifying glass icon for your search.
You will see in the Library the document/s or dossier/s that contain the specific data in de data filed of the form assigned to the tag.
As you can see, this option allows you to filter in a very specific way so you can refine your searches to the maximum.
“Specific filters allow you to organize your library in such a way that, at a glance, you can see only the information that interests you.”
