Acrolinx starts to create a filter for you when you search for a term pattern or click one of the categories on the Terminology page. Even the default page "Show all terms" is basically an empty filter. So, all you have to do is start adding criteria.
To add criteria to a filter, follow these steps:
- Click Filter.
In the Filter Criteria window that appears, select your criteria and click Add.
This immediately adds your criteria to the filter. Keep an eye on the filter description and notice how it changes when you keep adding criteria. If you have a lot of criteria the description can get quite complex, so make sure it's what you expected.
- When you're done, click OK to close the window.
- If you're happy with your filter and want to use it again, save it by clicking
Add New Criteria to a Filter
If you want to add new criteria to a filter, you can click Filter to open the Filter Criteria window. However, if you just want to change one of the existing criteria you can do it by editing the filter description. You can also negate or remove criteria in the same way.
To change a filter by editing the filter description, follow these steps.
- Click on an underlined section of the filter description.
For example, suppose that you've filtered for a project with the code name "crystal bacon" and you want to filter for another project instead.
Your filter description might look like this:
"Show all terms with a project field that contains "crystal bacon" and status Preferred."
In the filter description, you would click the text " a project field that contains "crystal bacon" "
- In the dialog box that appears, select new values for the criteria and click OK.
For example, suppose that you want to change the project filter from "crystal bacon" to "titanium cupcake".
- Select "titanium cupcake" from the "project" dropdown and click OK.
If you've filtered for a domain such as "widgets", you can click widgets in the filter description and click + to add more domains such as "sprockets" and "doohickeys".
These domains are combined together with an "AND" operator so that the filter description would look like this:
"Show all terms with domains widgets and sprockets and doohickeys.
If you're not sure what some of the criteria mean, have a look at the following criteria descriptions:
|Term||Filter terms by term name or part of a term name. You can use the wildcard character '*' or '%' multiple times, and in any part of the search string.|
For example, enter one of the following:
|Head Term||Filter for terms which are, or aren’t, head terms. Filtering for head terms only enables you to see a list of distinct term entries.|
|Term Entry ID||Enter the term database ID of the head term to filter for all terms which belong to a specific term entry.|
|Custom Fields Section||The fields in the Custom Fields Section enable you to filter terms by the values of their custom fields. Use the first dropdown to select the custom field that you want to search within. The second field displays as a dropdown or text field depending on the data type of the custom field you’ve selected.|
To search within text fields:
To search within single-choice list fields:
To search within multiple-choice list fields:
|Inflected Term||Filter for terms based on whether they have the "check inflections" setting enabled.|
|System Fields Section||The fields in the System Fields Section enable you to filter terms by the values of their system fields. Select multiple list items to filter on more than one possible value.|
|Has translation into||Filter terms which have a translation into a particular language, or filter terms which have any kind of translation.|
|Created by/Changed by||Filter terms that were created or changed by a particular user.|
|Created on/Changed on||Filter terms that were created or changed in a specific time period.|
To see the time fields, click a date in the calendar popup. Enter the time in 24-hour format.
|Created Since/Changed Since||Filter terms that were created or changed in a time period that is relative to today's date.|
When you open the Dashboard, the created on and changed on times are displayed relative to the time settings on your computer.
Example: If you are in New Delhi and create the term 'test' at 2:30pm, the created on time for the same term appears as 4:00am to a user in New York.
If users in both New Delhi and New York filter for terms created after 9:00am in the same day, only the users in New Delhi will see the term 'test' in the filter results.