Filtering the hit list

You can filter the hit list to the matching results with a few clicks. The available filter criteria depend on the configuration and the search. Typical facets are for example the scope, the author, and the date.

The filter criteria can be displayed in different ways:

  • As a list of the most important facets, which you can expand and collapse separately.

  • As tiles in a knowledge map. The facets are unfolded and searchable.

To switch between the views

  1. Above the hit list, click images/download/thumbnails/51839463/options_icon.png .

  2. Under Filter, select the option:

    • Compact: List of the most important facets

    • Knowledge map: Opened and searchable facets as tiles

Set and apply filters

You have the following options to set and apply filters in an opened facet:

One value: Click images/download/thumbnails/51839463/quickselect.png to the right of the facet value. The filter is set immediately, and the hit list is updated.

One or more values: Select all values you want to apply and click Accept.

Depending on the facet, you have further options:

Facet with many values

Click on More to show all values.

Facet with search field

  1. Enter a search term and start searching. The value list is filtered.

  2. Select the desired values and close the search field with x.

  3. Click Accept.

Hierarchical facet

Hierarchical facets represent facets with multiple sublevels, e.g., directory structures.

  • To view the values of the lower levels, click the arrow.

  • Click on More filters to show all values.

  • Select the value in order to filter by it, and then click on Accept. You can also click images/download/thumbnails/51839463/quickselect.png to the right of the facet value.

    images/download/thumbnails/51839463/folder_en.png
    Folder path in tree structure

Note: Only hits for which there is a corresponding value are displayed here. Therefore, the total number displayed here may differ from the number of hits.

Facet for the date

Click on one of the predefined periods, or click Select a period to define a different period.

When you change the current search query and search again, the filters are retained.

Setting a filter through property of a hit

As an alternative to facet selection, you can set a filter by clicking on a label or property in a hit.

  1. In the hit, right-click a label or property, such as the search scope.

  2. A new tab is opened with the value as a filter and the same search term.

Removing a filter

images/download/attachments/51839463/filters_en.png

All defined filters are displayed below the search field.

  • To delete a filter, click on x for the filter displayed.

  • To delete all filters, above the facets, click on Remove all filters.

  • To jump to the facet and change the value, click on the facet name. Then delete the filter:

    • To the right of the value click on images/download/thumbnails/51839463/quickremove.png . The filter is removed immediately.

    • Alternatively, remove the selection for the values and click Accept.

Facet area in compact view

Here you can see the facets arranged one above the other. To select values, expand the facets. The hits are displayed with details.

images/download/attachments/51839463/facetten_en.png
Facet area in standard view

Facet area as knowledge map with tiles

Here the facets are unfolded and searchable. The hits are displayed as a list. Use this view if you work intensively with facets, for example to create hit lists for an export.

images/download/attachments/51839463/wissenslandkarte_en.png
Facet area as knowledge map with tiles

Typical facets

Name

Description

Application

Name of the application as determined by the file extension

Date

Information about the modification date

Company

Information from metadata field Company

Topic

Information from metadata field Topic

Subject

Information from metadata field Subject of a document

Author

Information from metadata field Author of MS Office Documents

Manager

Information from metadata field Manager

Source

Information about the sources

Category

Information from metadata field Category

File Type

File extension

Language

Language, in which the document was created

Folder

Information about the folder structure