You can apply one or more filters to quickly locate specific placeholders based on criteria such as organization, published date, status, size, scale, and more.
Automatic Search Refresh
The
Auto-search toggle lets you control when search results refresh. When enabled, results automatically update with each filter change. When this feature is disabled, results only refresh after you click
Search. Disabling automatic searching can improve performance when working with large document sets.
To apply a filter to a list of placeholders:
-
Navigate to the project.
You can search for projects using the
Search Projects link in the
Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the
Personal Zone.
-
On the project window, click the
DLM tab.
-
On the Home tab of the DLM page, click
Add Filter.
-
In the Add Filter dialog, select a filter.
-
Specify the filter criteria based on the selected filter.
- Optional:
To exclude the filter from the search results, select the
Exclude From Results check box. For example, you may choose to exclude placeholders that have been marked as obsolete.
-
Click
Apply.
- If Auto-search is enabled, the results refresh automatically.
- If Auto-search is disabled, click
Search to update the results manually.
-
Repeat steps 3 through 7 to add more filters as needed.
Note: To remove a filter, click
next to the filter.