Chapter 3 – Vault ObjectsChapter 3 – Vault Objects\Searching dataSearching data\Filters

It is advised to save your researches to reach quickly certain data of which you have a frequent use.

This operation is carried out through filters. Some filters are made public by the administrator.

You can create your own filters (private filters) for a fast access to the documents.

           

You can access the data you need to work with easily by using pre-defined filters or by creating and saving custom private filters with your own search criteria.

 

The types of documents in the database to which you have been given access are shown in the classification tree.

 

Filters return data by search criteria based on properties of the object type. Some public filters may exist; they have been set up by the administrator or a user with the proper access rights to make a filter public. You may create your own filters as desired to filter the data you need to work with. The filters you create for your personal use are saved as part of your personal application interface and can only be accessed by you.

 

Custom searches can be performed to filter data as you need it. Setting up a custom search or creating a filter is identical functions. The only difference is whether you choose to save your search and give it a name. If you do not save your search with a name you assign, the most recent search in each category is saved in the LAST filter.

 

Filters can be edited or modified, with these restrictions:

*       Public filters that are set up by the administrator cannot be edited or deleted unless you have the appropriate access rights.

*       Custom filters are only visible to the owner (the creator) and only editable by that person.

*       Personal filters for your own use can be freely created, modified and deleted as desired

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