How to Filter Content

This article describes how users can Filter search results within Documoto Library. Filters are customized by an administrator to reflect tags, or metadata attributes, that have been applied to content in Documoto.

Article Topics

• Types of Filters
  • Faceted Filters
  • Textfield Filters
  • Range Filters
• How to Use Filters
  • How to Clear Filters

Types of Filters

A tag's input type configuration will determine the type of Filter as well as how users will use and apply the Filter in the Library. In Documoto, there are three (3) types of Filters:

1. Faceted
2. Textfield
3. Range

Each is described in detail below.

Faceted Filters

Faceted filters display all available filters, or values, as checkboxes within a list.

When a faceted filter is initially applied to search results, the default selection is 'any'; this means none of the applicable filter values have been applied to search results yet. To select a specific value to apply, click on the filter name to open a drop-down list. 

Note that within the list, the count to the right of each value, indicates the number of items within the available search results that fit that particular criteria. 

Note: the count honors any other filters currently applied. 

When users apply a filter value, the search results will narrow down to only those that contain the applied filter value. Notice that rather than 'any', the filter now indicates the value(s) you have applied.

Note: if you click more than one checkbox within a single 
filter, the search results must meet ALL of the checked 
criteria; the same is true for applying multiple filters. 

If you select a filter to apply and there is no corresponding list of values to choose from, that is because among the search results with currently applied filters, none have values pertaining to the filter you have clicked on.

Textfield Filters

Textfield filters allow users to enter any desired value, or string of text, within the filter’s textfield. Documoto's type-ahead feature will recommend search suggestions based on the text that is input into the filter. 

Note: suggested filters will only appear if the user's search
matches the beginning of a filter value. In the example above,
if the user had typed 'HT', none of the above suggested 
filter values would be listed because the actual filter 
values begin with '934'.

Range Filters

Range filters allow users to filter by a specific value, by searching within a numerical range. Primarily, range filters are used for serial numbers. To apply a range filter, a user would enter a numeric value into the filter's textfield. In turn, the filter would return any entities that have a range tag applied that includes the typed value. 

In addition to the numerical component, if configured, users have the ability to apply a pre-defined prefix or suffix, which is typically an alphabetical value. For example, if a company's serial numbers always start with a two letter code like AB or XY, each could be configured as a prefix.

Filtering based on a prefix or suffix alone will also refine search results.

How to Use Filters

Within Documoto Library, use the global search bar, Browse and/or Go to Search to find or navigate to content.

Filters are accessible from the search results page, as well as in the Browse Flow search results. By default, two system filters will be "pinned", or always displayed, below the Filters+ button:

• Type: allow users to filter by Documoto entity type (books, pages, parts, documents, videos etc.)
• Categories: allow users to filter by media categories such as Bulletins, Operator's Manuals, Service Manual, etc., which have been configured by an administrator.

Users can apply additional, configured filters by clicking the Filters+ button and selecting the desired filter from the drop-down list. 

Note: although multiple filters can be applied to a single 
search, Documoto will only return search results that matches 
ALL of the applied filters.

How to Clear Filters

To remove an applied filter, click the X to the right of the filter button.

To clear all filters, click the Clear Filters button to the right of Filters+ button. Alternatively, returning to the Documoto home page (by clicking the logo in the upper left corner) will also clear all applied filters. However, filters can always be re-applied via the Filters+ button.