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Creating an Advanced Private Filter

Business Processes and business needs are sometimes complex and thus they require a more complex search, one that can have several conditions, several fields and several operators. A more complex filter can include:

  • Different types of conditions (constraints) 
  • Prompted searches 
  • More than one field 
  • Several operators 
  • Several values 

Types of Searches

Filters allow users to apply four different types of searches: 

  • Normal
  • Prompted
  • LearnMode
  • Variable

However, the two most used are Normal (users type the value as a fixed value that is part of the filter) and Prompted (the filter does not have a fixed value so it allows users to enter a different value every time the filter is run).

Example of Creating a Prompted Search

Users can follow this procedure to create a search that prompts for a value. 

  1. In Perceptive Content Explorer, in the Views pane, choose the view you want to query or filter.  In this example, let's use the All Documents View. 

  2. In the right pane, on the Search tab, click the Add button .

  3. In the Add Condition dialog box, fill in the fields as follows:

    1. Constrain by - select Document Key. 

    2. Type list - select Prompted.

    3. Field list - select Field 1.

    4. Operator list - select "starts with".

    5. Message list - type the following message to appear in the prompt: "enter SID"

    6. Click OK.

  4. Click the Go button.

  5. In the Select a Search Value dialog box, type the value you want to find and then click OK, or in this case, we will use SID 23805382. Please note that you might not have access to documents related to this SID. 

             

Hints

  • When using the is between or is not between operator in the search, users can enter two boundary values in the Select a Search Value dialog box. The value in the first box is the minimum value. The value in the second box is the maximum value.

  • When users create a prompted search for a document type value, a document type list can be specified to limit the values that appear in the Select a Search Value dialog box.

  • When using the is one of or is not one of operator in the search, users can add multiple values in the Select a Search Value dialog box.