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Create Filter for Files

This article helps you understand how to create a search filter for filtering files.

Updated over a month ago

From the files listing area, click on 'Filters' option with a down arrow showing at top right. It will populate filter options like 'Create Filter' and 'Saved Filters'.

Under the 'Create Filter' option, there is a search box using which you can start searching for the file attributes you need to add in the search filter you are creating.

Select the file attribute and specify search criteria for that attribute.

Once you have specified the search criteria, it searches for the required data.

After applying the filter, click on icon to see available options.

  1. Clear option enables you to clear applied filters if any.

  2. To save filter with specified filter criteria, click on Save option.


    It opens 'Save Filter' window which enables you to specify filter name. Specify filter name and click on 'Save' button to save this filter.

    Click on icon to cancel this process. The criteria is also available as the 'Last Unsaved Filter' for future use.
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  3. In case you are editing an existing filter and want to save the changes as a new filter, click on Save as option.

  4. To understand how to edit or delete filters, click here.

To view list of saved filters, open the filter dropdown and select the tab 'Saved Filters'. Clicking on any of the saved filters will apply that particular filter.

List of standard filter fields for files are described below, along-with name and type of filter.

Filter Name

Filter Description

Active / Inactive (Multiple Choice)

To filter out information related to files which are active or inactive.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Active', 'Inactive'.

Activity Locks (Multiple Choice)

To filter out information related to files having selected activities locked on them or otherwise.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Blank(--)', 'Commenting', 'Edit Attribute', 'File Distribution', 'Revision Upload', 'Update Status'.

Assigned By (Multiple Choice)

To filter out information related to files having tasks assigned by selected users, listed based on their organization.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Assigned By Org (Multiple Choice)

To filter out information related to files having tasks assigned by users from selected organizations.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Assigned Date (Date Picker)

To filter out information related to files having tasks assigned within a selected time range, or between a selected date range (from a calendar), or a date specifically selected (from a calendar).

Populates a list of radio button options for selected filter, out of which any one option can be selected, and with required details as applicable for selected option.

Associated Form (Textbox)

To type in a form id as a search keyword and accordingly filter out information related to files having associated forms matching that particular form id.

Populates a text box wherein you can enter required search content.

Associations / Attachments (Multiple Choice)

To filter out information related to files having associations or attachments as per selected filter options.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Associated Discussions', 'Associated Files', 'Associated Forms', 'None', 'Secondary File'.

Checked Out (Multiple Choice)

To filter out information related to files which are checked out or not checked out.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Checked Out', 'Not Checked Out'.

Comment Creation (Date Picker)

To filter out information related to files having comments created within a selected time range, or between a selected date range (from a calendar), or a date specifically selected (from a calendar).

Populates a list of radio button options for selected filter, out of which any one option can be selected. Enter other required details as applicable for selected filter option.

Comment Creator (Multiple Choice)

To filter out information related to files having comments created by selected users, listed based on their organization.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Comment Status (Multiple Choice)

To filter out information related to files having comments that you have, with read or unread status.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Read', 'Unread'.

Comment Title (Textbox)

To type in a word or a phrase as a search keyword and accordingly filter out information related to files having comment titles matching that particular text.

Populates a text box wherein you can enter required search content.

Completion Date (Date Picker)

To filter out information related to files having tasks completed within a selected time range, or between a selected date range (from a calendar), or a date specifically selected (from a calendar).

Populates a list of radio button options for selected filter, out of which any one option can be selected. Enter other required details as applicable for selected filter option.

Date (Date Picker)

To filter out information related to files published within a selected time range, or between a selected date range (from a calendar), or a date specifically selected (from a calendar).

Populates a list of radio button options for selected filter, out of which any one option can be selected. Enter other required details as applicable for selected filter option.

Distributed (Multiple Choice)

To filter out information related to files that are distributed or not distributed.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Yes', 'No'.

Doc Ref (Textbox)

To type in a document reference as a search keyword and accordingly filter out information related to files having Doc Ref matching that particular text.

Populates a text box wherein you can enter required search content.

Doc Title (Textbox)

To type in a document title as a search keyword and accordingly filter out information related to files having title matching that particular text.

Populates a text box wherein you can enter required search content.

Doc Type (Multiple Choice)

To filter out information related to files based on their type.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Document', 'Emails Only', 'Placeholder'.

Email CC (Multiple Choice)

To filter out information related to files published via aMail Outlook plugin and having selected email id's Cc'd when it was sent for publishing.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Email Date (Date Picker)

To filter out information related to files published via aMail Outlook plugin within a selected time range, or between a selected date range (from a calendar), or a date specifically selected (from a calendar).

Populates a list of radio button options for selected filter, out of which any one option can be selected. Enter other required details as applicable for selected filter option.

Email Importance (Multiple Choice)

To filter out information related to files published via aMail Outlook plugin and having the email importance as high or low or none.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Blank(--)', 'High', 'Low'.

Email Originator (Multiple Choice)

To filter out information related to files published via aMail Outlook plugin and which had originated from selected email id's.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Email Recipients (Multiple Choice)

To filter out information related to files published via aMail Outlook plugin and which were sent to selected email id's of its recipients.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Email Type (Multiple Choice)

To filter out information related to files published via aMail Outlook plugin and having selected email type.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'FWD', 'Original', 'Response'.

File Name (Textbox)

To type in a file name as a search keyword and accordingly filter out information related to files having name matching that particular text.

Populates a text box wherein you can enter required search content.

Flag (Multiple Choice)

To filter out information related to files having flag as high or low or medium or none.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'High', 'Low', 'Medium', 'No Flag'.

Folder Path (Textbox)

To type in a folder path as a search keyword and accordingly filter out information related to files matching that particular folder path.

Populates a text box wherein you can enter required search content.

Include Subfolders (Multiple Choice)

To filter out information related to files by including subfolders or without including subfolders.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Yes', 'No'.

Last Status Change (Date Picker)

To filter out information related to files with their status last changed within a selected time range, or between a selected date range (from a calendar), or a date specifically selected (from a calendar).

Populates a list of radio button options for selected filter, out of which any one option can be selected. Enter other required details as applicable for selected filter option.

Last Updated (Date Picker)

To filter out information related to files last updated within a selected time range, or between a selected date range (from a calendar), or a date specifically selected (from a calendar).

Populates a list of radio button options for selected filter, out of which any one option can be selected. Enter other required details as applicable for selected filter option.

Linked Files (Multiple Choice)

To filter out information related to files that are linked to some other project folder, or that has links in some other project folder, or exclude all linked files.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options -'Excl. Linked Files', 'Only Linked Files', 'Source of Linked Files'.

Message ID (Textbox)

To type in a message id as a search keyword and accordingly filter out information related to files having comments matching that particular message id (i.e. comment id).

Populates a text box wherein you can enter required search content.

Originator Org (Multiple Choice)

To filter out information related to files having originator organization from selected organizations.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Public / Private (Multiple Choice)

To filter out information related to files that are marked as private or otherwise (i.e. public).

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Private Only', 'Public Only'.

Publisher (Multiple Choice)

To filter out information related to files published by selected users, listed based on their organization.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Publisher Organisation (Multiple Choice)

To filter out information related to files published by users from selected organizations.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Purpose of Issue (Multiple Choice)

To filter out information related to files having selected purpose of issues assigned to them.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Recipient (Multiple Choice)

To filter out information related to files distributed to selected recipient users, listed based on their organization.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Recipient Org (Multiple Choice)

To filter out information related to files distributed to recipient users from selected organizations.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Recipient Task (Multiple Choice)

To filter out information related to files distributed with selected tasks assigned to its recipient users.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Reference Files (Textbox)

To type in text from reference file name as a search keyword and filter out information related to files published as a reference to any other existing files published via aMail Outlook plugin having their file information matching that particular text.

Populates a text box wherein you can enter required search content.

Rev (Textbox)

To type in a revision number as a search keyword and accordingly filter out information related to files matching that particular revision number.

Populates a text box wherein you can enter required search content.

Revision Id (Textbox)

To type in a revision id (part of file URL when opened in viewer) as a search keyword and accordingly filter out information related to files matching that particular revision id.

Populates a text box wherein you can enter required search content.

Revisions (Multiple Choice)

To filter out information related to files that are latest (current set) or old revisions (superseded) or both.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Current Set', 'Superseded'.

Status (Multiple Choice)

To filter out information related to files having selected statuses assigned to them.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Task Due Date (Date Picker)

To filter out information related to files having tasks with due date within a selected time range, or between a selected date range (from a calendar), or a date specifically selected (from a calendar).

Populates a list of radio button options for selected filter, out of which any one option can be selected. Enter other required details as applicable for selected filter option.

Task Status (Multiple Choice)

To filter out information related to files having tasks with selected statuses.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Cleared', 'Complete', 'Completed Late', 'Completed on Time', 'Deactivated', 'Incomplete', 'Incomplete and Overdue'.

Transmittal No. (Textbox)

To type in a file distribution transmittal number as a search keyword and accordingly filter out information related to files matching that particular transmittal number.

Populates a text box wherein you can enter required search content.

Ver (Textbox)

To type in a version number as a search keyword and accordingly filter out information related to files matching that particular version number.

Populates a text box wherein you can enter required search content.

Workflow Status (Multiple Choice)

To filter out information related to files having selected workflow statuses.

Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually.

Available options - 'Archived', 'Cancelled', 'Completed', 'Failed', 'Running'.

Other than the above filter fields for files, you can also filter files based on custom attribute fields (if applicable).


Check: FAQs

Related Articles: Searching Files (Overview)

Next Article: Edit Filter for Files


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