Summary
The Filter tool within the Chronology page allows users to filter the chronology to specify the entries shown, based on different components of the entries.
The Filter tool can be used in conjunction with the Find Chronology Entry search bar, allowing users to search through the chronology based on key words or phrases.
We've set out how to use the Filter tool below.
Using the Chronology Filter
- Open Filter Tool - Within the Chronology page, from the grey toolbar press Filter to open the Filter tool.
Apply Filter - Within the Filter tool, select the relevant option(s) to filter on. The chronology should update as the option(s) are selected:
| Filter Option | Action | Additional Information |
|---|---|---|
| Items without description | Choose to show only entries without a description applied. | Cannot be used with the other filter options. |
| AND / OR / NOT | Choose operators to apply to the filter: a) AND - Show results where all options are true. b) OR - Show results where one or more options are true. c) NOT- Show results where no options are true. | Default operator is OR. Can only apply one operator at once to the filter. |
| Date | Choose to show entries with a specific Date or range. | Conditions applicable: On, On or Before, On or After or Range. |
| Modified | Choose to show entries with a specific Modified Date or range. | Conditions applicable: On, On or Before, On or After or Range. |
| Modified By | Choose to show entries modified by a specific user. | Free text input box, based on the email of the user. |
| Tags / Source Tags | Choose to show entries with specific Tag(s) applied to the entries or applied to the Source documents. | All Tags are included by default. Tag selector based on Tags available. |
| Types | Choose to show entries based on the Type value applied. | Dropdown option based on Type values available. |
| Statuses | Choose to show entries based on the Statuses value applied. | Dropdown option based on Statuses values available. |
| Characters | Choose to show entries with links to specific Characters. | Character selector based on available characters. |
| Add Custom Field | Choose to show entries with Custom Fields applied. | Once added, dropdown option based on Custom Fields available. |
- Saved Filters- Once applied, press the purple Save Current Filter dropdown to save the filter if required. Save as either:
- Shared Filters - Available to all users within the workspace.
- Private Filters - Only available to the user account which created the Filter.
Users can apply a saved filter by selecting the relevant Saved filter type from the two dropdowns at the bottom of the Filter tool under the SAVED header.
