Refine By Pane Properties (Classic)
Important: This topic is for the Classic Search experience. To view the content for the Next Generation Search experience see Search.
For information on Classic experiences, see Archer Classic Experiences.
The Refine By pane allows you to apply filters directly from the Search Results page.
On this page
Filters
The filters available include any of the following field types displayed in the primary application:
- Values List
- Cross-reference
- Related Records
- Record Permission
- User and Groups Lists
- Date
- First Published
- Last Updated
- Numeric Ranges
Considerations
When working with the Refine By pane, consider the following:
- The Refine By pane does not include fields that are:
- Filtered in the original search.
- Encrypted.
- Any field type included in the Refine By pane is limited to the top 100 unique values for that field in the current result set. The top 100 results displayed are determined as follows:
- Most results are ordered by record count, beginning with greatest amount of records found that meet the selected criteria.
- Date fields are grouped by Month or Day, and ordered by most recent.
- Hierarchical Values list fields contain the top 100 of each generation available, with a maximum of 3 generations.
- Refine By filters display in a hierarchical tree. Total counts for values in a Hierarchical Values List are inclusive of all of the parent and child values.
- All field types show only values that are in the current result set.
- Selections within fields are paired using the OR operator. For example, in the Risk Rating field, selecting Medium and High returns all results with either a Medium or High Risk Rating.
- Filters between fields are paired using the AND operator. For example, selecting filters in Risk Rating for Medium and High, then selecting a Last Scan Date of March 2017, and selecting the State as California, returns results with either a Medium or High Risk Rating, with a Last Scan Date of March 2017, and with California selected.
- For all field types except Date, First Published, and Last Updated, the filter for each field is converted to a Contains filter with all selections. For Date, First Published, and Last Updated, the filter for each selection is converted to a Between filter for the first of the Month until the last day of the Month. The Between filters for each selection are paired together using the OR operator.
See Also
