Skip to content

Filter the Finder#

The Filters button above the Finder table opens a Set filter dialog that lets you narrow the result set by any attribute on any category. Filters can be saved together with the column preset and the search term using Save search.

Open the dialog#

Click Filters at the top right of the Finder, above the table. The Set filter dialog opens centered on the page.

Layout#

The dialog has three columns side-by-side.

Column 1, Categories#

A scrolling list of every attribute category in the instance (Access, Accounting, Address and contact, Category of data, Contacts, Contracts, Controllers, CPU, …). Selecting a category drives column 2.

Column 2, Attributes#

The attributes of the currently selected category (for example Access lists Title, URL, Username, Password, …). Selecting an attribute drives column 3.

Column 3, Filter value#

A label of the form {Attribute} is like with a single text input below it (placeholder Type value). Type the value you want to filter on. For attributes with limited choices the input becomes a dropdown of valid values.

A Search box at the top right of the dialog filters columns 1 and 2 by name so you can jump straight to an attribute without scrolling.

Buttons#

  • Show results: applies all the filters you have set and closes the dialog. The button is disabled until at least one filter has a value.
  • Cancel: closes the dialog without changing the table.

Combining filters#

Each row you fill in adds a filter; the table shows objects that match every filter (logical AND). To remove a filter, open the dialog again and clear its value, then Show results.

Once a filter is active, the Save affordance appears next to the Finder search box. Use it to store the filter combination together with the active column preset and any search term as a saved search.

Further readings#