Overview

Some filters support configuration for easy access to frequently used options.

Configuring filters

Select Filters to open the filter panel and then select the  icon to expand the filter you want to configure. The default setting varies according to the type of filter.

  1. To access a drop-down list with a list of available items, select Find <item> where available. The page updates per the selection.

  2. The Pre-selection option populates filter values by default when loading a page, or for a search-type filter, makes them available without searching. This option is available for filters on main pages but not when creating or editing dashboard charts.

    1. Select the  ​icon. The configuration dialog for the filter opens. 

    2. Select the Find <item> field and select the required value from the drop-down list. 

    3. Select the Add <Filter name> button.

    4. To apply, move the Pre-selected slider to the right.
      NOTE: When creating or editing chart filters, this option isn't available. However, any users selected and later deselected in chart filters are retained as pre-selected users, that is, they're available for selection again without searching.

    5. Select OK to save the changes.

    6. To remove the pre-selection permanently from the Filters list:

      1. Select the  icon.

      2. Move the Pre-selected slider to the left.

      3. Select the  icon and then select Remove.

NOTE: These settings are saved per user and per device.

Further filter configuration

Some filters have a user search field from which you can select Recent, All Users, and so on.

Recent shows an alphabetical list of (up to 10) the users selected most recently. Users are displayed in the Firstname Lastname | RDN format by default. This can be configured in Library Manager, to display in the RDN |Firstname Lastname format. For more information, refer to iManage Records Manager for Records Managers User Guide.