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Open and Share Term Filters

  • Updated

Open a Saved Term Filter

To open a saved filter, do the following:

  1. Navigate to Actions 6166041.png > Open a Saved Filter.

  2. Select the filter you'd like to open from the list that appears.

Navigate Between Filters

You can have several filters open at the same time.

You can switch between open filters in the navigation menu. Each open filter appears as a menu item under Terminology > Filter.

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To close a filter and remove it from the navigation menu, click the close icon. If you navigate to Terminology > Filter, you'll get the last unsaved filter that you had open.

Share a Filter with People Who Have Dashboard Access

Suppose that you manage different lists of terms for different projects. You'll probably want to save those lists as filters and share them with people who work on the same projects.

You can share your filters with anyone as long as they have a role that has the "term edit" privilege. To view your privileges, click Settings in the top-right section of the Dashboard.

To share a filter with people who have Dashboard access, follow these steps:

  1. Open your filter and navigate to Terminology_Icon_Actions.png Actions > Change Filter Sharing... .

  2. Select the usernames of the people who you want to share your filter with.

    To stop sharing a filter with someone, just select their name in the Filter Recipients list.

  3. Click OK to confirm your changes.

Share a Filter with Targets

You can add your terminology to a specific Target. That way, you make sure your writers use the right terms. In the Words and Phrases goal, you can add the terminology from one or more domains or a term filter to the check. To make a term filter available in Targets, you need to share it with Targets first.

Before you start sharing, make sure that you have a role with the privilege "Share filters with the Term Browser." To see your privileges, click Settings in the top right section of the Dashboard.

To share a filter with Targets, follow these steps:

  1. Open your filter and navigate to Actions 48955605.png > Share with Targets.

    Tip

    If you see a grayed out menu item, it could be that you're trying to share someone else's filter. You can only share a filter with Targets if you create it.

  2. Click OK in the confirmation prompt that appears. The filter will appear in the Include terms from a term filter dropdown in the Words and Phrases goal.

    You can also stop sharing a filter with Term Browser users. To do so, select Actions 48955605.png> Stop Sharing with Targets list.

Share a Filter with People Who Use the Term Browser

Not everyone can sign in to the Dashboard. You might have freelance writers who occasionally use the Term Browser to look up official product names and terminology. No problem — you can share your filter with them, too.

Before you start sharing, make sure that you have a role with the privilege "Share filters with the Term Browser." To view your privileges, click Settings in the top-right section of the Dashboard.

To share a filter with people who use the Term Browser, follow these steps:

  1. Open your filter and navigate to Actions 333265 > Share with Term Browser Users.

    Tip

    If you see a grayed out menu item, it could be that you're trying to share someone else's filter. You can share filters that you create.

  2. In the confirmation prompt that appears, select if you want the filter to be the default filter that loads when people open the Term Browser.

    If you don't want to make it the default filter, just click OK without selecting anything.

    You can also stop sharing a filter with Term Browser users; select Actions 333265> Stop Sharing with Term Browser Users list.