Filtering Documents

Filtering Documents in the Set Rule Source List

You can easily filter the list of documents on the Set Rule Source list using the Rule Source field to filter documents by rule source. All the rule sources available for your Expere Knowledge Base content are included within this list. Click the listed Rule Source to display a dropdown field of available options.

The rule source associated with the document displays directly below each document name.

By default, the Rule Source filter displays the All Documents selection, and all available documents are listed. Select an alternate option from the Rule Source filter to display the documents associated with the rule source you select.

  • Selecting a rule source from the list displays only those documents associated with that rule source. Use the filter to narrow down the list of documents to simplify looking for a certain document by selecting the associated rule source.
  • Selecting All Documents within the Rule Source filter displays all available documents with all rule sources in alphabetical order by document name. If a document is available for multiple rule sources (as defined by your Expere Knowledge Base content), it displays multiple times within the list. If you want to add multiple rule sources for a document, use the All Documents filter.
  • Selecting All Documents within the Rule Source filter allows you to add multiple rule sources for a given document. You can select one or multiple rule sources for any given document.

More About Adding Documents

When documents are selected from the Set Rule Source list, and the list is then filtered, the selected documents are retained and are not unselected when a different filter is applied. For example, when the Rule Source filter displays All Documents, and 5 documents are selected, those 5 documents remain selected even if a new filter option is applied.

If you wish to clear all documents selected across multiple rule source filters, simply switch back to the All Documents filter option, select all, then unselect all to clear any previously selected documents.