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List Advanced Filter surpasses native SharePoint list searching capabilities, it allows end users to set up multi-field filters to get more relevant information in SharePoint list or document library. When you add more than one field in the criteria, you need to specify the Match Rules for the criteria to tell the List Advanced Filter how you want the filter to work. You want it to filter out items/documents which match with all the criteria schemes or you just want it to filter out items/documents which match with any of the criteria scheme. In this article, we will show the two Match Rules in action.
The filtered result from Branches list by criteria shown above with the Match Rules ofAny.
The filtered result from Branches list by criteria shown above with the Match Rules ofALL.
List Advanced Filter works for both SharePoint List and Document Library. For following up the feature we demonstrate in this article, you can create a SharePoint List or a Document Library on your SharePoint site. Here we create a SharePoint list named as Branches with several columns and items as shown below.
Download the trial version of List Advanced Filter, and install it to your SharePoint server.
Navigate to the Branches library prepared above.
Click ITEMS on the Ribbon, and then click Advanced Filter in Filter group to show the filter panel.
Then, the Advanced Filter panel will appear above the Branches list as shown below.
On the Advanced Filter panel, click on the
icon to open the Configure Filter Panel.
Then, the Configure Filter Panel will pop up. In Criteria Settings section you can specify which fields you want to use as criteria to filter data on this list. And you can customize the display name for fields after configuration. Select at least two fields. Here we select the Charged By field and the Opened in field (a Date and Time typed field).
In the Match Rules section, you can specify the match rule for selected criteria. Let’s select any for the Match Rules for now. Click Save to saves the changes.
Then, you will find that the Advanced Filter panel above the Branches list has updated to what we have configured on the Configure Filter Panel.
Let’s input Sam for Charged By field, and select the filter type as Equals,
for the Opened in field, click on the
icon, then select Before than for the filter type, and specify the time as 01/01/2018. Then, the Advanced
Filter panel will update as shown below. And there is an icon
next to the criteria Before than 01/01/2018, click the Filter button or press the Enter key to see
the filtered result.
Then, the results will be shown in the list or document library as shown below. As you can see it filter out items which match with any criteria.
Now, let’s click Reset to restore the Branches list to its original.
After click Reset, the Branches list will be restored and the value we input for the criteria will be removed.
Now, click
icon to open the Configure Filter Panel.
Then, the Configure Filter Panel will pop up. Keep other settings as they are. In the Match Rules section, change the match rules from any to all. Then click Save to save the change.
Let’s input Sam for Charged By field again, and for the Opened in field, specify the time as 01/01/2018 again as we did. Click the Filter button or press the Enter key to see the filtered result.
Then, the results will be shown in the list or document library as shown below. As you can see it only filtered out items which match with all criteria. For these two filters, we configured the filter settings exactly the same, the only difference between the two filters is the Match Rules. One is any, the other is all. By checking the filtered results, I believe that you can get a good sense of the two Match Rules.
