Adding Smart Folders

To add a Smart Folder, use the add item menu and choose smart folder. This will bring you to the Edit Smart Folder page. Available fields are Title (required), Description and several options that will affect how the results of the Smart Folder search are displayed:

• Limit Search Results: Selecting this option will define the maximum number of items shown in the Smart Folder overview at one time.
• Number of Items: This determines the number of items shown in Smart Folder overview. If more items are found than the number entered here, the list will be spread out across multiple pages. Entering "0" in this field will show all items matching the Smart Folder search topic.
• Display as Table: Selecting this option will display the results of the Smart Folder search as a table. By default, a Smart Folder will display the items in a folder list view. A folder list view will show the item's title and description, while the table view will allow custom fields along with the ability to arrange columns as desired.
• Table Columns: If Table View is selected, choose the fields that will be displayed in the table.

Setting Smart Folder Criteria

A Smart Folder can utilize a number of search criteria. For an item to appear in a Smart Folder it must satisfy all of the entered criteria at the same time. Follow the steps below to set the Smart Folder criteria.

1. Click on the criteria tab in the Smart Folder view.
2. From the Field name drop-down menu (under Add New Search Criteria) select a category that will serve as one of your search criteria and click add.
   

Field names can be divided into six categories: Texts, Lists, Dates, Item Type, Related To and Location. The relevant Criteria Types for these categories is shown in the table below.

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