User Guide Release Heelflip
Admin GuidesAiimi
  • Introducing Aiimi Insight Engine
    • Heelflip Release
      • Insightful Views - Timeline
      • Enriched Reporting With OData
  • Search
    • Introduction
    • Searching for Information
      • Optimising a search
        • Filtering and searching
      • Folder Browsing
      • Saving Searches
      • Multilingual Search
    • Search Results
      • View Documents In One Place
      • Lenses and Result Views
        • Timeline
        • Relationship
          • Finding Result Connections
          • Minimum Results
          • Relationship Type
          • Accessible Relationship Map
      • Filtering Results
        • Using Minimum Matching Terms
        • Using Synonyms
      • Sorting Results
      • Subject Matter Experts
      • Why These Results
        • Find Searched Terms
        • Mark As Useful
        • Mark As Sensitive
        • Why My Search Matched
      • Related Result Connections
        • Understand Connections
        • Adding card details
        • Explore More Connections
  • Collections
    • What is a Collection?
      • Collection Types
    • Manage collections
      • Create a Collection
      • Status Management
      • Edit, Delete or Merge
    • Using a Collection
      • Add Items to a Collection
      • Sharing a Collection
      • Adding Comments to a Collection
  • Subject Access Request
    • Introduction
    • Creating or Receiving New SARs
      • Requests From The Portal
        • Creating a SAR from the Portal
        • Assigning a Request
      • Create a Manual Response
        • Searches
        • Subject
        • Collection Settings
        • Privacy Portal
      • Create and Manage Data Subject Types
    • Data for a SAR
      • Finding Information for a SAR
        • Payment Card Information (PCI)
        • Personally Identifiable Information (PII)
        • Redacting Sensitive Information
      • Messaging a SAR Requestor
      • Internal SAR Messaging
    • Completing a SAR
      • Finding a SAR
      • Getting Data Reviewed
        • Assigning Users to a SAR
      • Exporting a SAR Response
      • Disclosing to the Portal
  • Help and Support
    • Leaving Feedback
    • Accessibility Statement for Aiimi Insight Engine
  • Advanced Applications
    • Metrics
    • Manage Collection Type
      • Create a Collection Type
    • Using The Manage Chart
    • OData API
      • Getting OData from Aiimi Insight Engine
        • Query Parameters
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  • Filter and Search
  • Filter Only
  • Additional Filters
  1. Search
  2. Searching for Information
  3. Optimising a search

Filtering and searching

PreviousOptimising a searchNextFolder Browsing

Last updated 1 year ago

Filter and Search

You can narrow down the items that are returned from your search by applying filters before you search. If you are searching for an item and you have some terms and you know one or more of the items properties you can utilise this.

  1. Select the Search field and type your search terms.

    • Use our Optimising a search guide to learn more search techniques.

  2. Within the search box select the filter you want to apply.

    • The dropdown will show you all the filter options you can select.

  3. Select the specific item label you want to apply.

  4. Hit the enter key on your keyboard or select search in the text box.

Example:

To find Presentations about the Manufacturing Process, Search the term Manufacturing Process and apply the File Type filter of Presentation.

Filter Only

If you are looking to find more general information, or don't know what terms to search you can perform a filter only search. You can apply any number of filters and narrow all available items by them without using a term.

  • Select the Search field

  • Within the search box select the filter type you want to apply.

    • A dropdown will show you all the options under this type available to you.

  • Select the filter option you want to apply.

Additional Filters

Some filter types will appear in the search box by default. If there are more filter types available they will appear in More Filters.

  1. Select More Filters.

  2. Choose the types you want to add to your choices.

  1. As you add more filters they will show in the Search Box.

    • To remove filters from your search box select the filter in the more filters dropdown again.

  2. Once added select the filter and apply the options you want.

Hit the enter key on your keyboard or select search in the text box.