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Filtering on the documents page

Julien Benoit avatar
Written by Julien Benoit
Updated over a month ago

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

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