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Filters and Advanced Search

The filter sidebar narrows results without changing your search text. It sits on the left side of the search view and can be collapsed when not needed.

Workspace Filter​

Restrict results to one or more of the Workspaces you have access to. Select Workspaces at the top of the filter sidebar.

Concept Filters​

Limit results to specific record types. Preferred Concepts (configured by your administrator) appear first for quick access. An expandable section reveals all available Concepts. Each Concept shows a match count so you can see at a glance where your data lives. Selecting a Concept automatically includes its child Concepts. For example, filtering by "Person" also matches "Employee" and any other specializations.

Property-level Filters​

Within each Concept, drill down further with filters generated dynamically from the Concept's schema. The filter widget adapts to the property type:

  • Numeric properties -- range sliders
  • Date properties -- date-range pickers
  • Text or categorical properties -- multi-select lists, tag clouds, or search-within-property inputs

Active Filters​

Active filters appear as removable badges above the results area. Review them at any time to see which constraints are in play. Click a badge to remove that filter.

Combining Filters with Search Modes​

Filters operate independently of the active search mode, allowing flexibility in refining your results. Here's how to effectively combine filters with various search modes:

  1. Apply Filters:
    • Use Workspace, Concept, and property-level filters to refine your search.
    • These can be layered on top of text, boolean, semantic, or auto mode queries to progressively narrow down results.
  2. Boolean Mode for Precision:
    • Switch to Boolean mode for precise query construction.
    • Combine operators (AND, OR, NOT) in the search bar.
    • Use the filter sidebar to constrain results by Workspace, Concept, or property values.

Examples:​

  • Example 1: You need to find all employees who joined after 2020 and work in the marketing department. Use a date-range filter for the joining date and a Concept filter for the department. In Boolean mode, combine these with an AND operator to get precise results.
  • Example 2: Searching for documents related to both "Project X" and "Project Y" across multiple Workspaces. Apply Workspace filters to include only relevant Workspaces. Use a text query with OR operator in Boolean mode to capture documents related to either project.