Create a search filter

You can create a search filter from scratch.

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

Steps

  1. Perform a search via the search box or the Search widget.
    The search page is shown.
  2. Do one or all of the following:
    1. Refine the search results.
    2. Sort the results.
    3. Select the fields in which to search.
      Note All of these are saved in the filter you create.
  3. Click .
    The Save as search filter dialog box appears.
  4. Click .
    The Save Search Filter dialog box appears.
  5. Enter the required information.
    FieldDescription
    Name A name to identify your filter.
    DescriptionA description for the filter.
    Sharing Options

    Options that determine who can see the filter:

    • Public: Everyone can see the filter.
    • Private: Only you can see the filter.
    • Share With Specific Roles, Groups, and Users:
      • Roles: Only the roles you select can see the filter.
      • Groups: Only the groups you select can see the filter.
      • Users: Only the users you select can see the filter.
    Visible To

    Options that determine who can see the filter:

    • Only You: Only you can see the filter.
    • Everyone: Everyone can see the filter.
    • Specific Roles, Groups, or Users:
      • Roles: Only the roles you select can see the filter.
      • Groups: Only the groups you select can see the filter.
      • Users: Only the users you select can see the filter.
  6. Click Save.
    The search filter is created and added to the drop-down list of filters.