Default Search Filters

You can set default search filters that will be remembered by M-Files always when you log in to the vault using M-Files Desktop. This is useful, if you often select the same search options on the Filters tab when searching for documents or objects.

Do the following steps to set default search filters:

  1. In M-Files Desktop, perform a search.
    Result:The Filters tab is opened in the right pane.
  2. On the Filters tab, hover over the the search criterion you want to select as your default search filter.
    Note: If your vault uses the Micro Focus IDOL search engine, you can set any search filter as default. If dtSearch is used instead, you can select filters from the Scope, Object Type, and Repository search options as default.
    Result:The open lock icon () appears in front of the check box.
  3. Click the open lock icon ().
    Result:The search criterion is shown in bold and it appears with closed lock icon () under Your default filters at the top of the Filters tab.
  4. Set as many filters as desired by repeating the steps 2 and 3.
  5. Optional: To unselect a default search filter, click it under Your default filters.
    Result:The search filter is removed from the list.

When searching for documents and objects in M-Files Desktop, the set default filters are automatically used as search criteria.

You can view your current default search filters and refine them on the Filters tab. The default search filters are shown in bold and they are listed under Your default filters.

To remove all default filters, click the icon.