Filters in the Results Table

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

• Filter types
• Add filters to a search
• Edit a filter
• Delete a filter
• Apply your filters to the underlying search
• Shared searches
• Edited searches
• Filters on the home page
• Advanced filtering in Data Visualizer

Filter types

In the results table, filters are applied to columns. The filter type is dependent on the column type it is associated with.

There are two types of filters: 

• Numeric filters (e.g. Num Pages, Date Sent, Billable Size): Select a range of values using the either sliding-scale or From/To input boxes.
  
  If the column being filtered is an alias field, 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.

• Value filters (e.g. Codes, Subject): Select from a set of available column values. The number next to each value indicates the number of documents in the table that match that value.
  
  

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Add filters to a search

To add a filter to a search: 

1. Open the results table for the search you want to filter.
2. Select the filter button in the column header.
   Note: If a column does not have a filter icon, no filter is available for that column.
   This opens a filter dialog.
3. Select the value(s) or range of values that you want to keep in your filtered results.
   • For numerical filters: Select a range of values using the either sliding-scale or From/To input boxes.
   • Use the Exclude checkbox to exclude the selected range. 
     
   • For value filters:
     1. If listed, choose Any of, All of, or Exclude, to specify whether the filter should require matching documents to fulfill all of the selected values, any of them, or none of them.  
        Note: These options are only available for value filters for which these options are relevant. For example, since documents cannot have more than one rating, the All of option will be disabled for the Ratings filter menu.
        
     2. Select the column value(s) you want to filter on.
        
        
        
4. Select Add.

Once a filter has been applied, the filter button turns blue . A filter label also appears above the results table. This label contains information about the column, the selected elements, and whether documents must contain any of or all of the selected elements.

Just like searches, filters are persistent. They are saved when refreshing the page or returning to the results table from the homepage.

Because filters can be saved, Everlaw does not merge two search cards with identical underlying search queries. You can create two identical searches and apply different filters on top of those searches.

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Edit a filter

To make changes to the existing filter:

1. Open the document results table.
2. To open the filter, select either the filter label (located in the filter bar) or the column’s filter button.
   
   This opens the filter dialog directly below the column header.
3. Make your modifications.
4. Select Save.

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Delete a filter

To delete a filter:

1. Open the document results table.
2. To open the filter, select either the filter label (located in the filter bar) or the column’s filter button.
   
   This opens the filter dialog directly below the column header.
3. Select the trash can button.
   
   This deletes the filter and closes the dialog.

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Apply your filters to the underlying search

To apply your filters to the result table’s underlying search:

1. Select the 3-dot menu at the top right of the results table.
   
2. Select Create new search from filtered results.

This automatically creates and redirects you to a new search with no filters applied. The filters will be integrated into the base query itself. The old search card with filters will not be deleted.

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Shared searches

Shared searches include all of their applied filters. Sharing a search can be done from both the home page and the search results table. To learn how to share a search, visit Sharing and Collaborating on Searches. 

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Edited searches

When editing a search, the document hit count in the preview panel does not reflect the filtered logic. When you update the search, the filters will still be applied, and the document count visible in your results table will reflect the filtered logic.This means that you may filter out documents brought in via grouping. 

If you edit a search with filters, a warning message is displayed to let you know that filters currently applied to the search will be carried over to the edited search. If pre-existing filters no longer make sense with an edited search, you are free to delete the filters after editing.

It is also possible to remove filters after applying grouping settings. Learn more about deduplication, grouping and sampling options.

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Filters on the home page

Homepage cards for filtered searches, binders, and document sets include a filter icon and the number of documents displayed after the filter has been applied.

In the example below, the search matches 31 documents, but only 9 of those documents meet the applied filter criteria. As a result, only those 9 are visible in the search’s results table.

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Advanced filtering in Data Visualizer

You can also go directly to a specific visualization from the results table. To do this: 

1. Select the filter button for the column you would like to view in Data Visualizer.
2. 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 persist in Data Visualizer. Learn more about filtering in Data Visualizer.

If you create two filters in the same category in Data Visualizer, such as two separate filters on codes, and return to the results table, only the filter created first will be editable. Uneditable filters have a delete button in their label, instead of an edit icon. Click this button to remove the filter.

Filters can also be made uneditable if the filter’s associated column is removed from the results table view.

To make a filter editable, re-add the column to the results table view.

Learn more about navigating and organizing the results table.

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