Filter the list of photos

You can filter the list of photos.

  1. If the Search panel is closed, select (Search) on the navigation toolbar.
  2. To filter by text associated with the photos, enter the search terms in the Search field.

    The search terms are applied to:

    • The description and file name of the photos when they're are grouped by anything except for record type.
    • The number and description or subject of the linked records and the description of the photos when the photos are grouped by record type.
  3. To filter by linked records, select the Records field, select one or more record types, and then select Done.

    The list only includes record types that you have access to.

  4. To filter by location, select the Location field, select one or more locations, and then select Done.
  5. To filter by the person who uploaded the photos, select the Uploaded by user field, select one or more names, and then select Done.
  6. To filter by the company of the person who uploaded the photos, select the Uploaded by company field, select one or more names, and then select Done.
  7. To filter by date, select Date captured filter, and then set the date(s).
    • To set a date range, select or enter the start date and then the end date.
    • To choose one date, select or enter the date.
    • To change the calendar month or year, select the month or year in the calendar header, and then select the desired one.

    Links to change the calendar month and year

Note:
  • If you select options from multiple filters, the displayed photos match at least one option in each filter.
  • The filters only contain options that are applicable to the available photos.
  • To find an option in the Record types, Location, Uploaded by user, or Uploaded by company filter, start typing in the search field. See the following example.
    Figure 1. Search field in the Records filter
  • When you filter photos in an album, the Record types, Location, Uploaded by user, Uploaded by company, and Date captured filters only apply to the parent album and not to the child albums.
  • Filters remain applied when you navigate between the Photos area and the albums. If there are no results, you can clear the filters. See the following example.

  1. To remove all applied filters, select Clear all at the bottom of the panel.
  2. To remove all filters in a specific section, open the section dropdown menu and select Reset.
  3. To remove an individual filter: Open the section dropdown menu and clear the checkbox [3] next to the filter name, then select Done.