Creating Filters
It is possible to create personal or shared filters in TermBase Web. Personal filters can be seen only under your login name while shared filters can be seen by anyone using the TermBase.
Procedure
- Click the Filter button near the top of the screen, or click the Filter tab on the left-hand side of the screen and select Filter Manager.
- Click the Add button.
- In the Description field, type the name or a description of the filter. In the dropdown list, select whether the filter should be a personal filter or a shared one. Note that the shared option may only be available to selected users.
- Click the Add button.
- In the first dropdown list, select the field on which you wish to filter. For example, if you’re looking for all records created on a specific date, select Record: Created Date.
- In the next dropdown list that appears, select a value such as Equals to or Does not contain. The values change depending on the field type.
- Select or type a value. Depending on the field type you may see a specific list of choices or a calendar or not have this option.
- If you wish to make a more complex filter, you may click the second Add button and choose either AND or OR and add new clauses.
- Click Save to save the filter.