When you structure your content properly, you’ll use metadata (columns) to classify things. And when you do this, you will be able to all kinds of filters to get to information quicker, based on how you think. It’s a great way to allow people to find content on their own terms, because folder structures are only understood by the person who made them. Filters work for everybody. Folders work for one person.
You can either use the Filters Icon to the right of the list / library.
But all columns have dropdown arrows on them, so you can also click them to see the Filters option.
Click your selection and apply.
You can do multiple filters too. Click the X’s on the corners to clear them, or click “Clear” on the right.
PRO TIP
The filters you create are not permanent. The minute you leave the list / library, the filters are all reset. You can create permanent views based on filters if it’s a setting you use often. Click the dropdown by All Documents / All Items to create a view or ‘save as’ a view. Once it has been created, edit the view again to change the settings. (I’ll write another blog about this).
This is what the setting would be in the Work Instructions view.
You can create a whole bunch of views based on your metadata to get instant reporting.
