Add a container search to a public filter - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/Use-Documents/Foundation-24.1/Use-Documents/Use-Search/Search/Use-filters/Add-a-container-search-to-a-public-filter - 2024-04-02 - You can narrow a filter to show only records that appear within record folders or record categories that meet certain conditions. To add a container search to a filter, complete the following steps.

You can narrow a filter to show only records that appear within record folders or record categories that meet certain conditions. To add a container search to a filter, complete the following steps.

1. In View Designer, on the Filters tab, click the New Public Filter button.
2. In the New Public Filter dialog box, type a name, add a description that will appear as the ToolTip for the filter, and then click OK.
   Note: You can skip the “Create a public filter” portion of this procedure if you only want to constrain by a container search.
3. To create a public filter, complete the following substeps.
   1. Click the Add button.
   2. In the Add Condition dialog box, in the Constrain by list, click the record search constraint to use.
   3. In the Type list, select the type of search to perform.
   4. In the Field list, select the record field to use in the search.
   5. In the Operator list, select an operator to use when comparing the field and the value.
   6. Click OK.
4. To add a container search, complete the following steps.
   1. Select the Add Container Search check box. A second conditions box opens.
   2. Optional. Click the Save button to save the search. If you uncheck the Add Container Search check box before saving the search, the container search will not be saved.
   3. Click the Add button on the second conditions box.
   4. In the Type list, select the type of search to perform.
   5. In the Field list, select the record field to use in the search.
   6. In the Operator list, select an operator to use when comparing the field and the value.
   7. In the Value box, select or type a value for the search.
   8. Click OK.