Advanced Filtering on the Documents Full Table

Advanced Filtering in the Documents Full Table refers to a set of features and tools that allow users to search, organize, and narrow down a large set of documents based on specific, customized criteria. This functionality is designed to improve the efficiency of document management by enabling users to quickly locate relevant documents within the full table.

There are two main components used to build complex filters - Groups (Logical Operations) and Conditions. A logical operation combines conditions into groups. Each condition consists of a data field, operation and value. The picture below shows the relationship between the conditions and the logical operations/groups.

Building Filters

The most important thing when building filters is understanding and planning for the groups/logical operators that you will add.  The initial operator determines the following:

AND 
An AND filter requires that ALL of the conditions (or sub-groups) that are nested at that level must evaluate to TRUE

OR

An OR filter requires that AT LEAST ONE of the conditions (or sub-groups) that are nested under that group must be TRUE

Invalid Filter Logic

In the example below the user is intending to find all documents where the Key ID contains ‘SOP’ AND the Name contains ‘Safety’, OR all documents where the State is ‘effective’.