Search filters

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra 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:

About search filters

A search filter, also called a saved filter, allows you to apply multiple criteria at once, instead of selecting each criterion individually. You can create a search filter from scratch. When you create a search filter, it exists only for you. However, with the correct permission, you can share the filter with others. The Saved Filters drop-down list on the search page shows both the search filters you created and those shared with you. When you open the search page, no search filter is applied by default.

Image of the saved filters

Tip If no results are shown when you select a saved filter, it may be that the filter applies to a different search tab. For example, if you have the Data Marketplace tab selected but see no results, try clicking the All Results tab.

Create a search filter

You can create a search filter from scratch.

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 Name to identify your filter.
    DescriptionDescription 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.

Copy a search filter

You can copy an existing search filter and then edit the new filter as needed.

Steps

  1. Perform a search via the search box or the Search widget.
    The search page is shown.
  2. Click the No search filterSaved Filters drop-down list box, and then select the filter you want to copy.
  3. Click .
  4. Click Create a copy.
    The Copy Search Filter dialog box appears.
  5. Enter the required information.
    FieldDescription
    Name Name to identify the new filter.
    DescriptionDescription for the new filter.
    Sharing Options

    Options that determine who can see the new 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 new 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 new search filter is created and added to the drop-down list of filters.

Note  When you copy a search filter, its sort criteria and search fields are also saved in the new filter. The search text, however, is not saved.

Edit a search filter's name and description

You can edit the name and description of the search filter you created.

Steps

  1. Perform a search via the search box or the Search widget.
  2. On the search page, in the No search filterSaved Filters drop-down list box, select the filter.
  3. Click .
    The Edit name and description dialog box appears.
  4. Click .
    The Edit Search Filter dialog box appears.
  5. Edit the name and description.
  6. Select the option that determines who can see the filter.
  7. Click Save.

Edit a search filter

You can edit an existing search filter.

Steps

  1. Perform a search via the search box or the Search widget.
  2. On the search page, in the No search filterSaved Filters drop-down list box, select the filter.
  3. In the facet pane, select the filters to achieve the required search results.
  4. Click Save.
  5. Click Save.

Share a search filter

Your permissions determine whether or not you can share search filters, and if so, whether you can share only the filters that you created or also the filters that others created and shared with you.

Steps

  1. Perform a search via the search box or the Search widget.
  2. On the search page, in the No search filterSaved Filters drop-down list box, select the filter.
  3. Click .
    The Share search filter dialog box appears.
  4. Click .
    The Edit Search Filter dialog box appears.
  5. Select the option that determines who can see the filter.
  6. Click Save.

Delete a search filter

If you have the System administration global permission, you can delete your own search filters and those that others created and shared with you. Without the System administration global permission, you can delete only the search filters that you created.

Steps

  1. Perform a search via the search box or the Search widget.
  2. On the search page, in the No search filterSaved Filters drop-down list box, select the filter.
  3. Click .