Query filter tool

The query filter tool uses the active data to provide visual cues for building persistent filters.

The query filter is a persistent background filter that reduces the active document set that is being interrogated by the query string. By using a filter, you reduce the available document set without overloading the query string with static query terms. As a result, you have more control over the query string.

The query filter is a good place to start an investigation because of the case-dependent filter type lists, dynamic updating, and real-time result summary. The filter type lists are populated with all the values that are found in the cases that are available to you. You can quickly see what data is contained within the cases that you own. Selecting or clearing filter type list items automatically updates the result summary. You can quickly see the effectiveness of the filter and how large of a document set remains when you use the filter.

Tuning the default query filter is not advised for queries that you want to reuse. For queries that you want to keep, create a new query filter. If you modified the default query filter, reset it when you are finished to prevent mistaken exclusion of documents from future search queries.