Creating User-Defined Filters

As all terminology data are stored in a central database, it is important to be able to use search filters for specific search queries. For example 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.

The crossTerm Filter Wizard assists you in creating user-defined filters.

Attention

Please note that you need to have the appropriate rights.

By default, the supervisor and project manager are designated for this type of task.

  1. Proceed as follows:
  2. Open the crossTerm Manager and select the menu item Tools > Manage user-defined filters/filter sets.
  3. Click the Add button in the User-defined filters tab.
    cTeM_tools_benuzerdefinierte-filter-verwalten_dialog

    The crossTerm Filter Wizard is started which will guide you through the process of a new filter creation.

  4. Click Next.
  5. Now enter a name for the new filter and select a crossTerm instance for which the new filter should be available.
  6. If necessary, enter a description of the filter.
  7. If required, define the filter as a public filter.
    Tip

    Public filters are available in the entire system - i.e. it can be used by all users of the respective user groups of an Across installation. Non-public filters will only be available in your personal Across environment and are invisible for other users.

    Attention

    The rights for a created public filter must be assigned to one or several Across user groups.

  8. Click Next.
    wiz_cTerm-filter-wizard_p03a_werte-definieren
  9. To select the first criterion, select a field from the corresponding drop-down list in the first row of the dialog window.

    The list contains all picklists and text fields at entry and term level that have been created in the entry/term template of the crossTerm instance for which the filter is created.

  10. Select the desired conditions.
  11. Define the values for which the condition should be valid:
    • If you defined a picklist as field, you can select one or several picklist values.
    • If you selected a text field as field, you can enter the desired text.

    Thus, the first criterion of the new filter has been set up.

  12. You can add more criteria as described above.
  13. Link multiple criteria with the logical operators (and, or).
    Attention

    If you do not explicitly select any logical operator, and will automatically be used.

    Attention

    If several criteria are linked with operators, and always has priority over the operator or.

  14. If you want to group criteria, select two or more criteria and select Group from the context menu.
    wiz_cTerm-filter-wizard_kontextmenue_gruppieren

    The grouping is displayed in the form of square brackets comprising the grouped criteria.

    wiz_cTerm-filter-wizard_gruppierung
  15. Click Finish to create the user-defined filter.
  16. It is now available in the respective drop-down list and can be used for performing searches in crossTerm.

By default, a newly created public filter is available to all user groups.

You can modify a filter at any time.