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:
The different filters in the filter menu will only show up if there are documents where the item that is filtered for has been configured.
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
Filter on documents linked to model objects in the 3D viewer.
Unlinked - associations=does-not-exist&subFolders=true
Filter on documents that are not linked to model objects in the 3D viewer.
Linked to selected objects - link=backlink&subFolders=true
If it is not already open, the 3D panel will open up.
Select objects from a model in the 3D viewer to filter on topics linked to the selected objects.
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
The contents of custom fields where values can be configured can be filtered by writing a search pharse in the search or filter bar and selecting the corresponding filter in the suggested filter.
Custom field
Custom field has value - custom-field-has-value-<Custom field GUID>=true
With the "has value" option in the filter menu all topics with that have a value configured for that custom field can be filtered.
Custom field types that can be filtered on has value:
Date
Decimal
Dropdown
Integer
Text
Custom field specific value - custom-field-item-<Custom field GUID>=<Value GUID>
Specific values in fields for fields with up to 10 values can be filtered for.
Custom field types that can be filtered on specific value from the filter menu:
Dropdown
Some values in custom fields where values can be configured can be filtered.
Filter for values by writing a search phrase in the search or filter bar and select the corresponding custom field.
Custom field types that can be filtered by typing in the search or filter bar:
Decimal
Dropdown
Integer
Text
Custom field has no value - custom-field-has-value-<Custom field GUID>=false
Filter on all topics where a custom fields does not have any value.
Custom field types that can be filtered on no value:
Date
Decimal
Dropdown
Integer
Text
Note: Custom fields that are set as required will always have a value.
You will therefore not be able to search for
"has value" or "has no value" can therefore not be searched for a custom field that is set as required.
Collections
Collection name - collections=<GUID>&subFolders=true
Deleted
Deleted - deleted=deleted&subFolders=true
See here how to search for deleted documents
Text search
Text search - search=test&subFolders=true
Content that can be searched on
Document title
Folder title
Capitalization
The text search is not sensitive to upper or lowercase characters.
Character amounts
Single character - Titles that include the searched character are matched.
Two characters - No results.
Three or more characters - Titles that have a single word, separated by a separator character like a space, that matches the search phrase are included in the results.
File types
If the title includes an extension, the extension can be searched on with the regular text search.
Search on the file extention with the period included to search on a specific file type.
For example when searching on .ifc all documents with .ifc in the title can be found.
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
