The search or filter option can be seen in the top part of the window.
By writing the name of the document or writing the name of a label that is pinned to a document the rows in the documents table can be narrowed down.
This is what the search or filter menu can look like on the documents page:
The following topics will be described in this article:
In the search bar you can search for any document that is available in the documents section.
Filter left panel
By clicking the filter button a panel will appear on the left side.
Check the boxes to narrow down the search.
These filters can be saved at the top of the filter list.
When any of these filters are applied the filter text will be added to your URL.
If the URL of the filtered page is shared the person opening it will see the same filter in the same folder as is currently displayed as long as they have access to it.
When any of the filters in the left panel are hovered over "only" can be clicked 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 of the webpage changes depending on what filters have been applied. This makes it so the current filtered documents table can be shared with other members that are part of the project.
If multiple of the same filters selected they are separated by a ,
or %2C
If multiple filters are selected they are separated by &
or %26
Different filters and their URL equivalents:
Tabs
Workspace tab - v=all
Published tab - v=published
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
Status (latest revision) - Status workflow only
Published - documentStatus=published&subFolders=true&documentType=file
Missing status - documentStatus=published-without-status&subFolders=true
Project published status - documentStatus=<GUID>&subFolders=true
Shared - documentStatus=shared&subFolders=true&documentType=file
Shared statuses are only available in the workspace tab
Project shared status - documentStatus=<GUID>&subFolders=true
Has no revision - documentStatus=no-stage&subFolders=true
Drafts - Status workflow only
Has new drafts - newDrafts=exists&subFolders=true
Draft status name - newDrafts=<Draft status GUID>&subFolders=true
If there are multiple draft statuses each draft status can be filtered on.
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
Document created by
Member name - owner=<Member GUID>&subFolders=true
Revision created by
Member name - revisionCreatedBy=<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
Documents - Labels
All labels that are not part of a label group will be displayed in a menu called documents.
Label name - labels=<Label GUID>6&subFolders=true
Label group name
There will be one menu per label group name
Label name - labels=<Label GUID>6&subFolders=true
Collections
Collection name - collections=<GUID>&subFolders=true
Deleted
Deleted - deleted=deleted&subFolders=true
See here how to search for deleted documents
Text search
Folders and documents that are a close enough match to a part of the search are displayed.
Note: The text search has to be 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