How do I create a private filter?

  1. Login to your Perceptive Content with your NinerNet credentials
  2. Select the Documents tab from the Perceptive Content Toolbar that will display, as shown below:
    Documents tab
  3. Select the View you would like to create the filter on
    View menu
  4. Select the Search tab
    Search tab
  5. Click the Add button Add icon to enter the conditional search criteria
  6. The Condition dialog box will display, as shown below:
    Condition dialog box
  7. Enter the condition criteria
    1. Select the appropriate option from the Constrain by dropdown menu
      Constraint slection
    2. Select the appropriate option from the Type dropdown menu
      Type dropdown
    3. Select the appropriate option from the Field dropdown menu
      Field dropdown
    4. Select the appropriate option from the Operator dropdown menu
      Operator dropdown

    5. Enter the appropriate Message in the text box to guide the user when entering the constraint (only required if "Prompted" was selected as the Type)
      Message text box

      A Value entry box or dropdown selection list will appear instead if a different Type is selected. 

  8. Click the OK button
  9. Click the Save Filter button Save Filter button and the Save Filter dialog box will display, as shown below:
    Filter dialog box
  10. Enter the Name for the filter and click the OK button
    Filter dialog box
  11. Test the new filter

    1. Click on the new filter option from the View menu
      new filter

      If you do not see the filter, log off Perceptive Content and log in again

    2. Click the Go button Go button to execute the new filter
      Search box
    3. Enter the name or other prompt criteria, if appropriate, and click the OK button
      name field
    4. Double click on the appropriate line item to open it
      Select item
    5. Click the Close icon Close icon then the Exit from the Connect menu on the Perceptive Content toolbar to exit the application
      Perceptive Content

Private filters Private filters are only accessible by the user that creates them.

public filters Only an OneIT administrator can create public filters, which are accessible to everyone. To request a private filter be made public, please submit a Help Desk ticket.

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