The search and filter option you will see in the top part of the window. You search by writing the name of the document or you can write the name of a label that you know is pinned to the document.
The following topics will be described in this article:
In the search bar you can search for any document you have access to.
Filter left panel
By clicking the filter button a panel will appear on the left side. By checking the boxes of you will narrow down the search.
These filters can be saved at the top of the filter list.
When you apply any of these filters the filter text will be added to your URL.
If you share this URL the person opening it will see the same filter in the same folder as you are seeing if they have access to it.
When you hover over any of the filters in the left panel you can click on only on the right of the filter to remove any other, previously applied, filters.
Saved filters
Click here to read more about how to save a set of filters
Filters
Note: The URL changes depending on what filters you have applied.
This makes it so you can share your current filtered issue board with other users that are part of the project.
If multiple of the same filters selected they are separated by a ,
If multiple filters are selected they are separated by &
Different filters and their URL equivalents:
Links
Linked - associations=exists&subFolders=true
Unlinked - associations=does-not-exist&subFolders=true
Linked to selected objects - link=backlink&subFolders=true
Selecting this filter will open the 3D viewer panel
Document status - Status workflow only
Missing status - documentStatus=does-not-exist&subFolders=true
Published status name - documentStatus=<Published status GUID>&subFolders=true
Drafts - Status workflow only
Has new drafts - newDrafts=exists&subFolders=true
Draft status name - newDrafts=<Draft status GUID>&subFolders=true
If you have multiple draft statuses you can filter per draft status
Has no new drafts - newDrafts=does-not-exist&subFolders=true
Models
Is model - model=is-model&subFolders=true
Is not model - model=is-not-model&subFolders=true
Created by
Member name - owner=<Member GUID>&subFolders=true
Published by
Member name - publishedBy=<Member GUID>&subFolders=true
Date filters
Published - publishedAtFrom=<UTC timestamp>&publishedAtTo=<UTC timestamp>
Click on select dates to select dates in between which you would like to search
Click here to learn more about the date filter
Open approvals - Status workflow only
Approval name - approval=<Approval number>&subFolders=true
Labels
Label name - labels=<Label GUID>6&subFolders=true
Label group name
Label name - labels=<Label GUID>6&subFolders=true
Deleted
Deleted - deleted=deleted&subFolders=true
See here how to search for deleted documents
Text search
You can search for complete matches of text in file names that are at least 3 characters long
Text search
Text search - search=test&subFolders=true
File types
If you want to search for a file type you can search for example .ifc
.ifc - search=.ifc&subFolders=true
Sort
Documents can be sorted by clicking the header of each column.
The header can be clicked multiple times to revert or disable the sorting.
Title, a-z - Default
Name, z-a - sort=name-desc
Published, newest first - sort=publishedAt-desc
Published, oldest first - sort=publishedAt-asc
Created, newest first - sort=createdAt-desc
Created, oldest first - sort=createdAt-asc