How to filter searches and sort results

This article applies to:Available in these QorusDocs Editions:

Enterprise+, Proposal Pro, QPilot Essential

Whether you’re browsing your content, asking a question in natural language with Ask, or searching by keyword with Find, you may sometimes get a long list of results.

Search filters help you narrow your results so you can get to the right content faster. You can also use filters on their own to find content, without entering anything in the search box.

In this article you will learn:

1. About the Search filters
2. How to apply search filters
3. How to clear search filters
4. How to sort search results

1. About the Search filters

In QorusDocs, there are three types of search filters that you’ll find just below the search box:

• Library filters
• File type
• Modified

The filters available to you depend on the content source or content sources you have selected.

If a filter is not supported for the selected content source, it will be greyed out.

Library Filters

Library filters are custom to your content. They are based on the tags and metadata QorusDocs finds in your content libraries.

Different Content Sources can have different library filters, depending on how your content has been tagged. Some Content Sources may not have any library filters at all.

For example, if your content has been tagged by Industry, Location, Products, and Services, you can use those filters to narrow your results and find more relevant content faster.

When using Library filters, keep the following in mind:

• If you select more than one filter in the same group, QorusDocs performs an OR search.
• If you select filters from different groups, QorusDocs performs an AND search.

For example, if you select Australia and Canada in the Location filter, QorusDocs returns content tagged with either Australia or Canada.

If you select Technology in the Industry filter and Australia in the Location filter, QorusDocs returns content tagged with both Technology and Australia.

Library filters are available for SharePoint Content Sources only. They are not available for OneDrive for Business or Microsoft Teams.

Using File Type Filters

You can also filter search results by file type. For example, selecting ‘Documents’ will return files in Microsoft Word format, and ‘Images’ will return graphics or pictures in .png and .jpeg format.

You are free to select and refine your search based on multiple file types at the same time.

File type filters are not available for Q&A content stored in SharePoint lists or QorusDocs Knowledge Libraries, because that content is stored as records rather than files in folders.

Using Last Modified Filters

Modified filters help you narrow results by last modified date.

You can also choose a custom date range by selecting a From and To date.

2. How to apply search filters

You can apply filters before or after entering a search term or question.

To apply search filters:

1. In the Search pane, choose Ask or Find.
2. Select the Content Source or Content Sources you want to search or browse.
3. Click the filter you want to use.
4. Select the filter options you want to apply.
5. Click Apply.
6. Enter a question or search term, or leave the search box blank if you want to browse using filters only.
7. Click the Search icon.

QorusDocs returns results that match the filters you selected.

Please note:

• When using Ask, only Ask-enabled Content Sources can be selected. Content Sources that are not enabled for Ask are greyed out.
• When using Find, you can select all available searchable Content Sources.

3. How to clear search filters

You can remove search filters by selecting the ‘Clear’ button at the bottom of each filter menu.

You can clear filters individually, or clear all filters at once.

4. How to sort search results

After you run a search or browse content, you can sort the results to change the order in which they appear.

Here’s what each of these sort options does:

• Best: QorusDocs creates a composite score that considers: Rating, Value, Win Rates, Uses, and Share and Track Views. The goal here is to provide you with the best performing content across a variety of metrics.
• Rating: You can rate content from a scale of one to five stars. QorusDocs uses the average rating across all users to sort search results, where the highest average rated content items rank the highest.
• Value: This applies to content that has been used within a Pursuit in QorusDocs. In Each Pursuit can have an outcome (won or lost) and a money value (for example, $50,000). QorusDocs keeps track of these, and over time calculates the monetary value of a content item based on the number of Pursuits ‘won’ and the value of those Pursuits. The more content is associated with winning deals, and the higher the value of these deals, the more valuable the content and the higher it will rank in search results sorted by ‘Value’.
• Win Rate: This also applies to content that has been used within a Pursuit. QorusDocs will keep track of the number of Pursuits where a content item was used and where that Pursuit had an outcome of ‘won’ and express this as a percentage of all the Pursuits where the content was used. For example, if a content item was used in five Pursuits, three of which were ‘won’, then the content win rate will be 60%. The higher the win rate, the higher the content will rank when sorting by ‘Win Rate’.
• Uses: This sorts ‘most used’ content first, where ‘used’ means that the content has been downloaded, inserted, previewed, added to a cart, used to create a new document, shared with QorusDocs Share and Track or copied to a Pursuit.
• Alphabetically, descending from A to Z or ascending from Z to A
• Last modified: This sorts the results by last modified date, with the most recently modified content at the top of the search results.

If any of the above options are missing for you, contact your QorusDocs Admin. There might be a good technical reason why the option you’re looking for is not available, or there might be a way to configure your hub and make it available.

Click here to learn how.