User Live Filtering enables you to set parameters that serve as a filter for all the records you find. Easily hide the file formats you don’t need, make sure what you see has been approved for use, or any other combination you need. Save your filters and even share them with others.
With User Live Filtering activated, the records on your Record pane get ’filtered’ by conditions you set up.
NOTE: User Live Filtering vs. Live Filtering Do not mix up this User Live Filtering with that Live Filtering the Cumulus Administrator can set up to limit the view of a user or a user group to preselected categories and/or records.
You activate and deactivate User Live Filtering via the Filter icon in the Record pane top bar.
As long as filtering is active, any further search operation – Quicksearch, Category Search, whatever – will only take into account the collection as defined by the filter criteria, not the whole catalog. Accordingly, the Find All Records command will only find records that match the filter criteria.
Working with Filters
Create filters to quickly find files. For example, you can create a filter to find all files in a specific workflow state, a filter to limit the results you see in the Cumulus window to certain file types or to just those assets that belong to a certain client.
