Filtering allows you to use additional criteria to narrow a search of multiple files/folders currently in either the Corkboard or Outliner View to find what you are searching for.

To Reach the Filter View Field

1. Select multiple files to view.

2. Choose either the Corkboard or Outliner View

3.a Menu dropdown Edit> Find> Filter (The Find function changes to Filter when the above two things have happened. See image above.)

3.b Or keyboard shortcut Ctrl + F

Clicking the caret on the left (A) (image above) will reveal the filter menu below. Clicking Done (B) will exit this view.

A. Note the caret is now pointed downwards.

B. Right click here to see additional options for the filtered search. (Not seen well in this theme, but there is a magnifying glass icon in the blue block to the left of the text field.)

C. When finished using this view, then click the Done button to close this window. (to the left of the Done button is a refresh arrow to repeat a filtered search)

D. If you check the Filter box then the options become active to filter the currently selected items and narrow your search.

When finished, click done at the far right of this view.

Search options include:

1. Items Anywhere Options:

2. All Options: (For Compile Status)

3. Any Options: (Must choose include or exclude to be able to filter based on Metadata options.)

4. Only if choose the Include or Exclude options does this panel, and the next, become active. You will either include or exclude files in your filtering based on the options shown below. When using the include option, you can only choose one item at a time.

5. This field will show all the values available for each choice in # 4. If choose Items with Label, then the dropdown options in field #5 will show all the label values in your project to choose for filtering or the No Label option. Any Custom Metadata entry will display all of its possible values to use as a filter choice on the selected files/folders in the current Corkboard or Outliner View.

Resetting or Refreshing Results:

Clear the current filtered search by:

Pressing the Escape Key (Press again and exit the filtered search view.)

Click the X button on the far right of the text bar once text has been entered.

Refresh by: Clicking the refresh arrow just to the left of the Done button on the far right of the filter bar. (see below-modified view)

Three ways to close the Filter View:

Click the Done Button

Press the Escape Key twice

Navigate away from this view

Using a split editor view, or copyholders, or quick reference panels can help you stay in this filtering view yet still see the information you are seeking.

How to Save filtered Outline or Corkboard searches as a Static Collection:

1. Set up a filtered search using labels, status, section type or custom metadata with lists.

2. Use Ctrl + A to select all the search results. Now right click on the highlighted results and chose Reveal in the Binder.

3. Now the Binder will show each search result (file or folder) highlighted in the Binder. If right click on any highlighted Binder item, then you can choose the Add to Collection option.

Then Choose New Collection and give the Collection a name.

4. The results is a new collection called 2 stars that matches the Outliner (or Corkboard) search results. This is a static Collection.

This is just another tool to help you search and find the results you are looking for in Scrivener. The method is the same in the Outliner View.

the corkboard’s filter view

corkboard appearance options