Applying Filters to a Document or Questionnaire Grid

To narrow which documents or questionnaires are listed in a grid, you can apply an alphanumeric title filter or a column content filter.

Alphanumeric Title Filter

Use this filter to limit listed documents or questionnaires to those whose titles start with a specific letter, a specific punctuation mark or special character, or with a number.

In a document or questionnaire grid, click , and then click an available letter or character, or click # to list documents whose titles start with a number.

Note: A letter or a punctuation or special character is available only if there is at least one document or questionnaire whose title starts with that letter or character. The # is available only if there is at least one document or questionnaire whose title starts with a number character (0 through 9).

Screenshot...

To clear the alphabetic filter, click , and then click All.

Column Content Filter

You can use a column content filter to narrow the list of documents or questionnaires to only those whose information within a column (title, version, status, etc.) matches the filter criterion for the text you type. Simple filter criteria include the following: Begins with, Contains, Doesn't contain, Ends with, Equals, Doesn't equal. You can apply a simple filter to only one column at a time.

1. In a document or questionnaire grid, click , and then click Show Column Filters.

Screenshot...

2. Click inside a column's filter box, and then type the text to filter by. The list is immediately limited to those documents or questionnaires matching the filter text and criterion.

Screenshot...

3. (Optional) To use a filter criterion other than Begins with (the default), to the right of the filter box click , and then click an option.

Screenshot...

4. (Optional) Repeat steps 2 and 3 in a different column to further filter the list.

of