Filter the Search Results

1. Open the Filters tab.
2. Click Configure Filters icon. The list of available filters separated by category will appear in the Select Filter Set pane.
3. To search for a specific filter, enter the filter name into the Search Filters... search box and click the Search icon or Enter.
4. Select the checkboxes of the desired filters. The fields are listed under the following categories: properties and permissions; custom metadata; keywords and terms; stats and history; review jobs; and translations.
5. Click Save. The selected filters will appear in the Filters tab.
6. Configure the filters with the required inputs to apply them to the search results. Select the appropriate operator for each filter from the dropdown list. With a wide range of operators available for each field type, the filter values you provide can be very flexible or specific as you need. The filter types and the available operators are described below.
   • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
   • Numeric: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not equal to, Between, Matches Any, Is empty, or Is not empty from the drop-down menu. In the corresponding field, enter the required numbers. For example, for the Revision field, if you select the Matches Any operator then you will be presented with a text box to enter multiple version numbers.
   • Date: Select either On, After, Before, Between, Is empty, or Is not empty from the drop-down menu. In the corresponding field, click the Calendar icon to select the required date(s). For example, for the field Date Expires if you select the operator Between, then you will be presented with From and To date fields to select the date range. All the records that are scheduled to expire in that range are filtered.

Note: You can activate or deactivate a filter by using the toggle switch available on each filter. To activate or deactivate all filters, select Turn on All or Turn off All from the More Options menu. Click the Delete icon to remove a filter. To remove all filters, select Remove All Filters from the More Options menu.

7. Click Search. The filters are applied to further refine the search results.

Limit you search results to include only content records of a specific file format such as Microsoft Word or Excel, or content type such as Slide, File, Q/A, or item.

You can limit your search result to content records based on details like the number of times used (Times Used Counter), links (Linked), a translation parent record (Translation parent ID), and the translation status (Translation Status).

Tip: "Times Used Counter" is a cumulative count of the record's use since creation. Please be aware that "Times Used" always displays the cumulative count of the record's use since its creation, not the number of times used from a date or between dates.

You can search for content based on the user(s) who created, owned, managed, last used or modified, or checked out the content record.

Choose the appropriate filter (on, before, after, or between), then use the calendar icon to navigate to the appropriate date the content was created, last modified, checked out/in, expired or last used.

Tip: The "Date created" is the date of the Content record creation (Month, Month/Year, Quarter, Quarter/Year, Year, Day of Week, Week). "Date Last Modified" is the latest date of changes to the content record properties. The "last modified" is the latest revision date or an update to the properties. "Date checked in" is the recent check-in date (Month, Month/Year, Quarter, Quarter/Year, Year, Day of Week, Week). "Date checked out" is the latest check-out date (Month, Month/Year, Quarter, Quarter/Year, Year, Day of Week, Week). "Expired" means this content record is currently expired. "Date Last Used" is the date of the latest use of the content record.

If your instance of Upland Qvidian has been configured with custom metadata, you can search for records based on their metadata values. The parameters shown on the Custom Metadata filter reflect how the metadata was configured for your specific Upland Qvidian instance.