RecordPoint provides the ability to browse records by classification and filters. Filters can be used to refine a set of results shown by applying multiple criteria beginning with a classification term and a range of default metadata options by selection, entry and date range. The availability of browse filters is provided in context of the browse view type.
The browse panel is available in the following areas in RecordPoint:
• Under the Records menu: Records, Files, Boxes and Unclassified
• Under the Rules menu: Rules Setup
In general, the available filters in each of these areas are limited to metadata relevant to the content displayed.
Note: Key filters are only applied to the range of results shown. Therefore if results have been filtered to a classification, the key filters will only apply to this range of results |
To apply key filters to the full range of content, firstly ensure that the Classification filter is cleared.
The ability to save queries is only available through the record, file, box and unclassified browser views.
The query is now saved and can be used across the available browse views.