Creating and Editing a Sub-Pane Filter

A new Sub-Pane Filter is created by duplicating an existing one and adapting its settings:

3. Under Filter, select the Sub-Pane Filter to be used as a basis for the new one.

• Activate the Allow Sharing option, if you want this filter to be available to other users.

• Activate Copy display names only, if you also want to take over the language-specific display names from the original (not recommended for new sub-pane filters).

• Activate Copy description only, if you also want to take over the descriptions specified for other languages from the original (not recommended for new sub-pane filters).

7. Define the new Sub-Pane Filter. The settings define what will be displayed in a sub-pane for related assets view.

Choose the relation between the selected record(s) and the records displayed in the sub-pane by selecting a relation type from the drop-down list. For details on relations types, see “Relation Types” .)

Then choose the level of relation.

• First Level only: Only directly related, contained or referenced assets are displayed. (Example use: to see the assets contained in a ZIP file only and not the assets that may be contained in these assets.)

• Last Level only: (Example use: Remember, an image can be a variant of a source but it itself is also the source of another variant. But you don’t care whether the selected record in the main pane is a variant of another variant. You are only interested in the top level variant source (the origin) and that’s what you want to see in the sub-pane.)

• All Related Assets: The records of all related assets are displayed regardless of whether the relation is direct or indirect.

If you want to have only Pages and Slides or Video shots displayed in the sub-pane, activate the Further ... option and select include only from the drop-down list. Then activate the asset type that you want to be displayed only.

If you don’t want to have Pages and Slides or Video shots displayed in the sub-pane, activate the Further ... option and select exclude from the drop-down list. Then activate the asset type that you don’t want to be displayed.

If you want the displayed result to be based on selected records only, you can include a record query in the settings of the Sub-Pane Filter. To do so, activate the Use Additional Query option. The Use Query and Use File buttons are enabled. Click Use Query or Use File. A dialog for selecting the corresponding query will open. Select the query you want to apply as filter option and click OK/Select.

The query is saved with the filter settings and the search conditions of the query are displayed. Note that the data of the query is saved with the Sub-Pane Filter and if you change the query later on, the Sub-Pane Filter will not be changed accordingly.

NOTE:

If you cannot open the default folder for storing queries, it may be due to its folder properties. If the folder properties are set to Hidden, this folder cannot be addressed by the Select dialog. Then you either have to change the folder properties or save the queries to another location that you can access.