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Files Filter

Asite CDE Mobile enables you to filter files listing based on various criteria. Please follow below steps to filter files:

  1. Tap on icon to open menu items. Expand the 'Common Data Environment' menu and select 'Files'.

  2. Select the project from which you need to filter files.
    Filters can be applied directly from this step; however, it is preferable that user navigates to their required project folder / files listing to get more relevant results.

  3. Tap on the project folders to view files in that project folder.

  4. The files appear from selected folder.

  5. Tap on icon, then select (Content Filter) icon to initiate filtering the records.

    List of filter fields with name, type and descriptions are given below:

    1. Doc Ref (Textbox) - To type in the characters to filter by document reference.

    2. Doc Title (Textbox) - To type in the characters to filter by document title.

    3. Doc Type (Multiple Choice) - Retrieves all possible values for the filter presented with checkboxes to select one or more values. To input values in the dropdown and while typing in characters it populates values matching the specified words.

    4. File Name (Textbox) - To type in the characters to filter by file name.

    5. Folder Name (Textbox) - To type in the characters to filter by folder name.

    6. Public / Private (Multiple Choice) - Displays two checkboxes as 'Public Only' and 'Private Only'. To filter all public files and / or all private files, based on the selected checkboxes.

    7. Published Date (Date Picker) - To select date to filter by publish date. Click on 'Add range' link to select a date range ('From' and 'To' dates) if required.

    8. Publisher (Multiple Choice) - Retrieves all possible values for the filter presented with checkboxes to select one or more values. To input values in the dropdown and while typing in characters it populates values matching the specified words.

    9. Purpose of Issue (Multiple Choice) - Retrieves all possible values for the filter presented with checkboxes to select one or more values. To input values in the dropdown and while typing in characters it populates values matching the specified words.

    10. Revision No. (Textbox) - To type in the characters to filter by revision number.

    11. Status (Multiple Choice) - Retrieves all possible values for the filter presented with checkboxes to select one or more values. To input values in the dropdown and while typing in characters it populates values matching the specified words.

  6. To apply the filter criteria, click 'Apply' link at the top right. To set back the default filter criteria, click 'Reset' link.

  7. The filter applied will remain applicable for all screens in 'Files' menu, irrespective of the project you are working on.

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