Filter Panel¶
The filter panel on the left of the CMS Explorer narrows the tree to the objects that match every filter you set.
Image of the CMS Explorer filter panel with the Folders, Instances and Document Types panes expanded and two filters active
../../images/client/cms-explorer-filter-panel.png
How filters work¶
- Each pane filters on one attribute. Filters in different panes combine with AND.
- A pane with an active filter shows the filter count in its title. Each pane has its own reset control.
- View > Reset All Filters (Ctrl+R) clears every pane and the quick search box.
- View > Filter Pane (Ctrl+E) shows or hides the panel. To open it expanded at startup, turn on Expand Filter Pane on Startup in File > Preferences....
- Filters apply to the local tree only. They do not change anything in BusinessObjects.
The quick search box above the tree (Ctrl+F) filters by name and works together with the panel. See Filters and Search.
Panes¶
| Pane | Options | Effect |
|---|---|---|
| Environments | One check box per environment | Shows only the selected environments. Shown when more than one environment is loaded. |
| Folders | Root folder chooser ((All Root Folders) by default), Show folders only, Hide empty folders, Show empty folders only, Show marked folder only | Limits the tree to one root folder, to containers only, or to empty or non-empty containers |
| Instances | Show instances only, Hide all instances, Recurring instances only, schedule state list ((All Schedule States) by default) | Filters scheduled instances by presence, recurrence and state |
| Document Types | One check box per document type found in the tree | Shows only the selected types |
| Document File Size | Range slider | Shows only documents with a file size in the selected range |
| Created | From / to dates | Filters on creation date |
| Updated | From / to dates | Filters on last update date |
| Last Action On | From / to dates | Filters on the date of the last action |
| Last Action By | User list | Filters on the user who performed the last action |
| Owners | User list | Filters on object owner |
| Connections | Connection list | Shows documents and universes that use the selected connections |
| Universes | Universe list, Show unbound reports only, Hide Universe Restrictions (on by default), Show Universe Restrictions only | Shows documents bound to the selected universes, documents bound to no universe, or universe restrictions (overloads) |
Show folders only
Show folders only keeps containers of type Folder, Category, Personal Category, Favorites Folder and Inbox.
Mark a folder¶
- Right-click a folder.
- Choose Show This Folder Only. The folder becomes the marked folder and Show marked folder only is applied in the Folders pane.
Result: the tree hides everything that is not under the marked folder. Untick Show marked folder only to see the full tree again.
Strict mode¶
The Strict check box next to the quick search box controls how filters treat children: when Strict is on, children are still filtered even if their parent already matches.
Use filters with other features¶
- Export: the toolbar export (CSV, Excel) writes only the rows currently shown. See Toolbar and Export.
- Export to Meta Query: turns the active filters into a SQL query in the Meta Query tab. See Meta Query.
- Selections: the selector next to the export button selects all, folders only, folder contents only, instances only, non-instances only or universes only among the shown rows.
Troubleshooting¶
The tree is empty after I set a filter
Check the pane titles for active filters and press Ctrl+R to reset all filters. If Hide Empty Environments on Filtering is on in Preferences, environments with no matching rows are hidden.
An object I expect is missing
The tree shows what the last pull collected. If the object was created after the last pull, refresh with F5 or wait for the next pull. See Refresh and Background Tasks.