User-Defined Filters and Filter Sets
As all terminology data are stored in a central database, it is important to be able to use search filters for specific search queries, e.g. to limit the search to terms attributed to a particular subject. By default, Across provides a number of filters referred to as quick filters. Additionally, user-defined filters can be set up for search queries of a more complex or specific nature.
To apply a user-defined filter to a search, select the respective filter from the drop-down list in the search area of crossTerm (in the crossTerm Manager or in crossDesk):
Apart from using quick filters and user-defined filters, filter sets can also be used for search queries in crossTerm.
A filter set is built from several filters. The filters are aligned in the desired sequence.
When using a filter set, the system runs a cascading search in crossTerm: first, the first filter is taken into consideration. If the search is unsuccessful, the search will continue with the second filter, and so on.
To apply a filter set to a search, select the respective filter set from the drop-down list in the search area of crossTerm (in the crossTerm Manager or in crossDesk):
Creating and Managing Filters
Select the menu item Tools > Manage User-Defined Filters/Filter Sets to access the dialog window in which you can create and manage user-defined filters. All existing filters are listed under the User-defined filters tab.
Please note that you need to have the appropriate rights.
By default, the supervisor and project manager are designated for this type of task.
Click Add to create a new user-defined filter. The crossTerm Filter Wizard will start up and guide you through the creation of the user-defined filters.