Section 01 · Watch it in action
Filtering, start to finish.
Tick metadata values, watch the count narrow, and combine facets to drill down to the exact documents you want.
FILM · DEMO
Section 02 · Walkthrough
Seven steps to a filtered set.
The Filters panel lists your documents as a tree of metadata facets. Tick values and the document count narrows live.
01Open the Knowledge Base
Start from the Charlo CPS home screen.
- From the Charlo CPS home screen, click Knowledge Base.
- This opens the Query view, where you search and filter documents.
WhereThe Query view is where every search and filter happens. Everything below lives on the left of this screen.
FIG 01
Open the Knowledge Base from the home screen.
02Find the Filters panel
The Filters panel sits on the left of the Query and Documents views.
- The Filters panel sits on the left of the Query and Documents views.
- At the top is your live document count, for example 128 documents.
- Below the count is the Containers section and the metadata facet tree.
TipIf the panel is hidden, click the chevron beside the count to show it. Hide filters closes it again.
FIG 02
The Filters panel: count on top, facet tree below.
03Expand a metadata facet
Open a facet to see the values you can tick.
- Click the chevron beside a facet to expand it, for example Building Sector.
- The facet opens to show its values, each with a tick box.
- Facets include Author Or Organisation, Category, Doc Type, State and Works Type.
HowStart broad, then add facets one at a time until the set is the right size.
FIG 03
Expand a facet to see its values.
04Tick a value to narrow the set
Tick a value and the count drops to the matching documents.
- Tick one or more values, for example Healthcare.
- The count at the top drops to the matching documents, for example 40 documents of 235.
- A filter chip appears above the search bar, showing what is applied.
TipSeveral values in the same facet match any of them, which widens that facet.
FIG 04
Tick a value: the count drops and a chip appears.
05Combine facets to drill down
Add a second facet to narrow further.
- Expand a second facet, for example State, and tick a value like WA.
- Each facet adds its own chip above the search bar.
- Filters across different facets combine. The set narrows to documents that match all of them.
LogicValues within one facet match as any of. Different facets match as all of.
FIG 05
Combine facets: each one adds a chip.
06See the filtered documents
Open the Documents tab to list exactly what your filters selected.
- Open the Documents tab to list what your filters selected.
- The header confirms the set, for example 1 document filtered by sidebar.
- Search this set by name, or run your query against these documents.
CheckUse the Documents tab to confirm the exact documents before you run a query.
FIG 06
The Documents tab lists the filtered set.
07Clear filters to reset
Remove one filter, or clear them all at once.
- Click Clear all to remove every filter and chip at once.
- To drop one filter, click the x on its chip, or untick the value in the tree.
- The count returns to the full set and your search covers everything again.
ResetRemove one chip with its x, or use Clear all to start again.
FIG 07
Clear all resets every filter in one click.
Section 03 · More help
Find guides any time.
WhereThe Help button sits in the bottom-left corner of Charlo CPS.
WhatIt opens the How-To Library, with short guides for everything Charlo can do.
AskStuck on your own work? Send a real example to ai@charlo.com.au.