Filter
  • 23 May 2022
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Filter

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Accessing Bulk operations filters

1_Screenshot-Accessing_Bulk_operations_filters

  1. From the knowledge base portal, go to Content tools → under Documentation, select Bulk operations
  2. The Bulk operations overview page appears
  3. Navigate to the different versions and languages available in your project using the respective drop-down at the top
  4. You can filter the articles with the below options:
    1. Basic filter
    2. Advanced filters
    3. Custom filter

Basic filter

You can use this first-level basic filter to sort through the different articles in the Bulk operations window. You can filter the articles with the below options:


Advanced filters

Use advanced filters to narrow the articles to take action on. Filters can also be helpful to view all articles by a specific author or those grouped under a particular tag.

You can filter by:

2_Screengif-Advanced_filters_bulk_operations

1. Filter by review reminder

You can filter the article with review reminder into two more sub-types

  • Fresh - Articles without Needs review status
  • Stale - Articles with Needs review status
  1. Click the Review reminder dropdown
  2. Select the desired option
  3. The filter is applied

2. Filter by starred status

You can filter the article with starred status

  • Starred - Articles with Starred status
  • Not starred - Articles without Starred status

3. Filter by visibility

You can filter the article based on their visibility status:

  • Visible - All articles in the selected version/language except hidden article(s)
  • Hidden - All hidden articles (articles with strikethrough indication)
  1. Click the Visibility dropdown
  2. Select the desired option
  3. The filter is applied

4. Filter by article status

To filter based on the article status:

  1. Click the Status dropdown
  2. Select the desired option
  3. The filter is applied

5. Filter by author

To filter articles by any specific author(s):

  1. Click the Author dropdown
  2. Search for an author or select from the list
  3. Select one or more names, or toggle Select All
  4. Click Apply

6. Filter by category

To filter articles by a specific category or sub-category:

  1. Click the Category dropdown
  2. Select one or more categories or toggle Select All
  3. Click Apply

7. Filter by date

To filter articles updated within a time frame or a specific range of dates:

  1. Click the Date dropdown
  2. Select from the following options:
    • 1 Year to view articles updated one year or less ago
    • 3 Months to view articles updated three months or less ago
    • 30 Days to view articles updated one month or less ago
    • 7 Days to view articles updated one week or less ago
  3. You can also filter a specific date range by clicking on Select specific dates and using the calendar to set the range

Updated before: Turn on this toggle to view the articles updated before the selected date range


8. Filter by tags

To filter articles by tag(s):

  1. Click the Tags dropdown
  2. Search for a tag or select from the list
  3. Select one or more tags, or toggle Select All
  4. Click Apply

Custom filter

Create a custom filter in bulk operations that you can reuse.

For example, you can create a custom filter for your documentation team members with a specific date range and status indicator.

Creating a custom filter

3_Screenshot-Bulk_operations_custom_add_filter

  1. Go to Content toolsBulk operations, and the Bulk operations overview page appears
  2. Click the Filter dropdown button on the top right and click + Add filter

4_Screenshot-Bulk_operations_custom_new_filter

  1. A Create new filter window appears with the filter options

If you want this filter to be accessible by all your team members, switch on the Shared toggle

  1. Type in a Filter name and select the desired filter options
  2. Click Save

Editing a custom filter

You can edit the custom filters as per your requirement.

5_Screenshot-Bulk_operations_custom_filter_edit

  1. Go to Content toolsBulk operations, and the Bulk operations overview page appears
  2. Click the Filter dropdown button on the top right and click the Pencil icon next to the desired custom filter

8_Screenshot-Bulk_operations_custom_filter_update

  1. An Update filter window appears with the filter options
  2. Update the required fields and click Update

Deleting a custom filter

You can delete the custom filters as per your requirement.

6_Screenshot-Bulk_operations_custom_filter_delete

  1. Go to Content toolsBulk operations, and the Bulk operations overview page appears
  2. Click the Filter dropdown button on the top right and click the Trash bin icon next to the desired custom filter

7_Screenshot-Bulk_operations_filter_delete_confirmation

  1. Click Yes in the Delete confirmation prompt

Removing filters

  • To remove all applied filters: Click X on the right of the filter categories
  • To remove advanced filters by type:
    • Click the desired dropdown, and click Clear or select None

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