Filters allow you to look at a subset of the documents within a search quickly without refining the underlying search in the query builder.
Table of Contents:
- Adding filters to a search
- Types of Filters
- Making changes to filters
- Sharing Filtered searches
- Refining a search
- Data Visualizer
Adding filters to a search
To add a filter, first open up any results table of documents. Then, click on the filter icon next to the column header, make selections, then click Add.
You can choose whether the documents should have all of the selected values or any of the selected values. Note that these options will only appear for filters where it makes sense to do so. For example, since documents cannot have more than one rating, the Ratings filter menu will not have an “All of” option.
In the Codes filter shown below, the user has selected to include documents that have been coded with any of Color: Blue or Type: B. The number next to each value indicates the number of documents in the table with the associated code. Before a filter has been applied, filter values are displayed in order of document count. After a filter has been applied, selected values will be brought to the top of the filter menu for ease of use.
Types of Filters
For numeric filters such as Num Pages, Billable Size, and Date Sent, you can select a range of values using the sliding-scale filters. For alias fields, you may see that the menu displays “Hits in this range” instead of “Documents in this range”. This is because an individual document may have values for multiple fields combined in one alias field.
If a column, such as the Notes column, does not have a filter icon, no filter is available for that column at this time.
Once a filter has been applied, the filter icon will change shape and become blue, and a filter label will appear above the results table. The label will contain information about the column, the selected elements, and whether documents must contain any of or all of the selected elements.
Making changes to filters
To make changes to the existing filter, click on the filter label or the filter icon on the column. To delete a filter, simply click the trash can icon at the bottom left of the filter menu.
To apply your filters to the underlying search, click on the 3-dot menu at the top right of the results table, then select “Create new search from filtered results”. This will create a new search card with no filters applied; the filters will be integrated into the base query itself. However, the old search card with filters will not be deleted.
Filters are persistent, and they will be saved when refreshing the page or returning to the results table from the homepage. Homepage cards for filtered searches, binders, and document sets will now include a filter icon and the number of documents displayed after the filter has been applied. In the example below, the binder “Example binder” has 915 documents, but the applied filters mean that only 75 documents are currently visible.
Because filters can be saved, Everlaw does not merge two search cards with identical underlying search queries. You will be able to create two identical searches and apply different filters on top of those searches.
Sharing Filtered searches
Sharing searches will also share filters. To share a filtered search, simply click the share icon in the results table or on the homepage card as before. The fact that the search has been filtered will be indicated in the share dialog.
Refining a search
Refined searches will apply to the underlying search, not the filtered search. However, filters will continue to be applied when you refine a search.
If users refine a search with filters, they will see a warning message letting them know that filters currently applied to the search will be carried over to the refined search. Of course, if the filters no longer make sense with the refined search, users are free to delete the filters after refining.
The options in the search settings dialog box will apply to the underlying search, not the filtered search. However, filters will still be applied after you adjust the settings in search settings, meaning that you may filter out documents brought in via grouping. However, you can always remove filters after applying grouping settings. Learn more about deduplication, grouping and sampling options.
You can also go directly to a specific visualization from the results table. Click the filter icon of the column you would like to view in Data Visualizer. Select “Open Visualizer for advanced filtering”. This will bring you to the corresponding section of Data Visualizer. Note that this option does not appear for all dropdown menus.
Filters you applied in the results table will persist in Data Visualizer. Likewise, filters applied in Data Visualizer will persist when you click “View results table” button.
Learn more about filtering in Data Visualizer.
If you create two filters in the Data Visualizer in the same category, such as two separate filters on codes, and return to the results table, only the filter created first will be editable. An uneditable filter will have a red X in the label instead of an edit icon. Clicking on the red X will simply remove the filter.
Filters can also be made uneditable if the filter’s associated column is removed from the results table view.
To make the filter editable, simply re-add the column to the results table view.
Learn more about navigating and organizing the results table.