Acrolinx starts to create a filter for you when you search for a term pattern or click one of the categories on the Terminology page. Even the default page "Show all terms" is basically an empty filter. So, all you have to do is start adding criteria.
To acreate a term filter, follow these steps:
Search for a term pattern or click one of the categories on the Terminology page.
In the Filter Criteria window that appears, select your criteria and click Add.
This immediately adds your criteria to the filter. Keep an eye on the filter description and how it changes. If you have a lot of criteria, the description can get quite complex, so make sure it's what you expected.
Click OK to close the window when you're done.
If you're happy with your filter and want to use it again, click Actions > Save This Filter to save.
Optional: If you want to add new criteria to a filter, just click Filter to open the Filter Criteria window.
If you work with the same set of terms every day, you probably don't want to have to click around to open your favorite filter every time you start work. Acrolinx can do that for you. All you have to do is set your favorite filter as the default filter.
To set a default filter, do the following:
You don't have to stick to your own filters. You can also use someone else's shared filter as your default filter.
Navigate to Actions > Open a Saved Filter....
Click the little star next to the filter name. When it changes to yellow, you've set it as your default.
Navigate to Terminology > Filter. Acrolinx will display whatever filter you've set as your default.
You can update the criteria for a filter after you've opened it. You can do this with filters you've saved yourself and filters that other people have shared with you.
To change one of the existing criteria, edit the filter description. You can also negate or remove criteria in the same way.
If you change the criteria of an active filter, an asterisk appears beside the name of the filter in the navigaion menu. This indicates that you haven't saved your changes.
To rename a filter, do the following:
Select Actions > Rename This Filter...
You can only rename filters that you create.
You can update the criteria for a filter after you've opened it. You can do this with filters you've saved yourself and filters that other people have shared with you
To edit existing filter criteria, follow these steps.
Click on an underlined section of the filter description.
Suppose that you've filtered for a project with the code name "crystal bacon" and you want to filter for another project instead.
Your filter description might look like this:
"Show all terms with a project field that contains "crystal bacon" and status Preferred."
In the filter description, you would click the text " a project field that contains "crystal bacon" ."
Select new values for the criteria and click OK in the dialog box.
Suppose that you want to change the project filter from "crystal bacon" to "titanium cupcake."
Select "titanium cupcake" from the "project" dropdown and click OK.
There's also a special search feature for domains that isn't available in the Filter Criteria window:
If you've filtered for a domain such as "widgets", you can click widgets in the filter description and click + to add more domains such as "sprockets" and "doohickeys."
These domains are combined together with an "AND" operator so that the filter description would look like this:
"Show all terms with domains widgets and sprockets and doohickeys."
Navigate to Actions > Save This Filter... > OKto save your changes. You'll always get prompted to confirm the name of the filter. You're not required to change the filter name.
You can delete someone else's shared filter, but don't worry, you're only deleting it from your list of saved filters. The person who shared the filter will still see it in their list of saved filters.
To delete a filter, do the following: