Adding Simple Filters to a Document List
You can use a simple filter to narrow the list of documents 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 also apply a simple filter to only one column at a time.
Note: To apply a filter that checks information in multiple columns at once or that uses other, more advanced criteria, see Adding an Advanced Filter to a Document List.
- With a document list displayed in the DOCUMENTS screen, click Display/Export Options, and then click before Filter Options.
- To enable simple filters, select the Show Column Filters check box, and then click Close. A text box is now displayed below each column heading.
- Click inside a filter box, and then type the text that you want to filter by within that column's information.
- To the right of the filter box click , and then click a filter criterion.
- (Optional) To temporarily turn off the filter, at the bottom of the document list, select the check box before the filter formula.
- (Optional) To clear the filter, at the bottom of the document list, click Clear.