Use of filters

The user can find assets with the selected properties (for example asset type, upload date) by using filters. 

The filter panel is located on the left side of the home screen. Filters can be expanded and collapsed individually, the state which will be remembered when the user logs in next time.

The number of results is shown next to filter values already prior to executing the search. The user can apply several filters at once and the number of results updates in real time.

It is possible to cancel the search by clicking ‘Clear all filters’ in the center area above the assets.

Individual filters can be cleared either in the new filter chip area (above the assets) by clicking 'x' next to an individual filter or by unselecting the filter option in the filter panel on the left side.

Open

Filter types

There are several types of filters available, dependent on the metadata fields they refer to:

Filter description	Corresponding metafield type	Appearance

Filter description	Corresponding metafield type	Appearance
Selecting one of two values	Bit	Open
Selecting one or more values from the list	ComboValue EditComboValue MultiComboValue EditMultiComboValue
Specifying a time or a time range	DateTime
Specifying a numeric value or range	Int
Specifying a folder or a subfolder	Tree
Searching in the content of a text field	String Note
Pointing out to specified asset, user or user group	MasterItemReference

Searching in filters

There are search boxes available for some of the filters, activated by a magnifier symbol next to the filter name. They serve as a tool for quickly finding values within that filter. This is especially useful for the filters with a large number of possible values, e.g. keywords.

There is another search box placed above the assets. It serves as a supplementary global free-text search tool that further narrows down the results. Unlike the global search box in the top bar, however, it only returns asset results.

Excluding filters

On certain filters the user can choose to include or exclude the filter option, by hovering over the checkbox and clicking on an arrow to expand the options.

As an example, the above search will return assets of type 'Image', which do not contain the keyword 'water'.

Filter personalization

The user logs in for the first time, they start with a default set of filters configured by the administrator of the system.

The user can then individually customize the filters in the system, independent of the general configuration. In order to adjust the filters to own needs, the user needs to click the three dots next to the header and then select "Reorder and customize". This will initialize the edit mode.

The user can add new filters, remove and re-order them. To reset the filters to the default settings, click the 'Reset to default filters' button.

To change the order of the filters, the user needs to place the mouse pointer over the three lines next to the filter that should be appear higher or lower on the list, click on the icon and hold, while dragging the filter up or down. Clicking ‘Apply’ will save the changes.

In the system there can exist dependent metadata fields, i.e. fields that are only displayed, if another field connected to it has a specific value. It is possible to configure the visibility of filters based on those dependent metadata values regardless of their status. When in ‘Reorder and customize’ mode, dependent filters have an option ‘Always show’. When checked, they will always show regardless of dependency on other fields.

Filter chips

Every element of the search is displayed over the assets in the form of chips. The user can either cancel the entire search by clicking the red ‘Clear all filters’ button or cancel the search criteria individually by clicking the 'X' next to them.