Overview

Filters give users the option to filter the documents and cases up to their statuses (Documents and cases - Dokument- og sagsstatusser (Administrator guide)). Once the DocuNote is installed, you will find some predefined document and case filters. In addition to default filters, you can create custom filters to suit your needs.

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Working with default filters

By default, there are 4 available document filters (Published, Draft, Locked, Obsolete) and 3 case filters (Active, Suspended, Closed).

The tables below provide description for each of them:

Document filter Description
Published Only the documents with Published status (in general, those that have a publish version assigned) will be listed.
Draft Only the documents with Draft status (in general, those that have a draft version assigned) will be listed.
Locked Only the documents with Locked status (in general, those that are locked for editing) will be listed.
Obsolete Only the documents with Obsolete status will be listed.
Case filter Description
Active Only the cases with Active status will be listed.
Suspended Only the cases with Suspended status will be listed.
Closed Only the cases with Closed status will be listed.

For more information about statuses, see Documents and cases - Dokument- og sagsstatusser (Administrator guide).


Creating custom filters