By default, Across provides a number of filters referred to as quick filters. You can use these by selecting the quick filters () from the drop-down list and then activating and adapting one or several quick filters in the Search options tab.
These filters are available:
Entry search, Index search
The individual filters are connected by AND operations. For example, this enables searching for terms that were created after a certain date and whose state is Unreleased.
In contrast, the search details within the individual filters are connected by OR operations. For example, when searching for terms with the subjects "Finance" and "Business" being selected via multiple selection, the search will return terms belonging to the "Finance" subject or the "Business" subject.
The following items illustrate the function of each filter.
Using the search filter System attributes, you can search for entries and/or terms to which specific system attributes have been assigned. You can search for entries and/or terms containing the standard system attributes "Project", "Relation", and "Subject" and for those containing user-defined system attributes.
The search filter Instances enables the filtering of entries or terms by crossTerm instances. The filter is organized hierarchically. At the top level, you can first select the required crossTerm instance. At the next level, you can filter the entries or terms by the utilized entry and term picklists or text fields.
The search filter Server will only be available if you use crossGrid and your Across Server acts as Trusted Servers. The two quick filters System attributes and Instances are integrated in the Server filter.
First, you can select a server context. You can select your local crossTerm pool and/or the crossTerm pools of other Master Servers. At the next level below, you can filter entries and terms by system attributes and instances. For crossTerm pools of a Master Server, you can also define the filter criteria Created by and Modified by.
The search filter Users enables the filtering of entries/terms by local Across users (i.e. by users with identical server context). It is possible to search for entries/terms created or modified by these users.
The two search areas Created by and Modified by are connected by an AND operation. By activating both areas, you can, for example, search for terms created by a specific user and modified by another user.
When performing an index search, you can use the Index duplicates filter to search for entries with or without index duplicates.
Index duplicates can come about e.g. due to errors when entering the index values. Index duplicates are on hand if two different entries contain two identical values. For example, this would be the case if the index "ISO ID" contained value "1234" in two entries.
The quick filter enables the systematic search for these index duplicates in order to see whether the duplicates were intended or came about due to errors. Moreover, the index values can indicate whether two entries should be merged. For example, identical index values would suggest a merge, as opposed to different index values.
The search for index duplicates is performed in the index only, which is currently selected in the corresponding drop-down list.
The search for index duplicates is case-insensitive. An index duplicate is thus on hand if two index values differ in uppercase/lowercase spelling only (e.g. “ISO_1234” and “iso_1234”).