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):
User-defined filters are displayed in the form of a icon in the drop-down list.
Apart from using quick filters and user-defined filters, filter sets can also be used for search queries in crossTerm.
crossTerm filter sets consist of several user-defined crossTerm filters and enable complex search queries using multiple filters. When configuring a filter set, you can combine the filters according to your needs. When running search queries on the basis of a filter set, the search takes place across all filters. All terms that at least one of the filters applies to will be displayed.
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):
Filter sets are displayed in the form of a icon in the drop-down list.
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 and filter sets. All previously defined filters are listed under the respective tabs.
Please note that you need to have the appropriate rights.
By default, the supervisor and project manager are designated for this type of task.