> ## Documentation Index
> Fetch the complete documentation index at: https://docs.designiq.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Filtering & Searching

> Find specific findings quickly using filters and search

## Overview

The Results section provides powerful filtering and search tools to help you navigate large sets of findings and focus on what matters most.

## Available Filters

### Severity Filter

Filter findings by severity level:

* **Critical** - Show only critical issues
* **Major** - Show major issues
* **Warning** - Show warnings
* **Pass** - Show compliant items
* **Inconclusive** - Show inconclusive items
* **Multiple selections** - Combine severities (e.g., Critical + Major)

\[SCREENSHOT PLACEHOLDER: Severity filter dropdown with checkboxes]

### Category Filter

Filter by workflow item categories:

* Structural
* Mechanical
* Electrical
* Plumbing
* Fire & Life Safety
* Accessibility
* Energy
* Other custom categories

### Tag Filter

Filter by specific tags:

* Code sections
* Element types
* Project phases
* Custom tags from workflow items

### Status Filter

Filter by response status:

* **Pending** - Findings without responses
* **Closed** - Findings with submitted responses
* **All** - Show everything

## Using Filters

<Steps>
  <Step title="Open Filter Controls">
    Look for filter buttons or dropdowns in the Results interface.
  </Step>

  <Step title="Select Filter Criteria">
    Check boxes or select options for the filters you want to apply.
  </Step>

  <Step title="Apply Filters">
    Filters typically apply automatically or require clicking "Apply."
  </Step>

  <Step title="View Filtered Results">
    The findings list updates to show only matching items.
  </Step>

  <Step title="Clear Filters">
    Click "Clear" or deselect all options to return to the full list.
  </Step>
</Steps>

## Common Filter Combinations

### High-Priority Items Only

```
Filter: Critical + Major
Result: Focus on issues requiring immediate attention
```

### Unresponded Items

```
Filter: Status = Pending
Result: See which findings still need your response
```

### Specific Discipline

```
Filter: Category = Structural
Result: Review all structural findings together
```

### Code Compliance Issues

```
Filter: Tags = IBC, ASCE7, ACI318 (or similar code tags)
Result: Focus on code-related findings
```

### Items to Review

```
Filter: Warning + Inconclusive
Result: Items needing judgment or investigation
```

\[SCREENSHOT PLACEHOLDER: Filters applied showing filtered count (e.g., "Showing 12 of 87 findings")]

## Search Functionality

### Keyword Search

Search for specific terms in:

* Workflow item text
* Finding explanations
* Document names
* Your responses

### Search Tips

<Tabs>
  <Tab title="Specific Terms">
    Search for specific elements:

    * `beam` - Find all findings mentioning beams
    * `IBC 1010` - Find findings referencing this code section
    * `door` - Find door-related findings
  </Tab>

  <Tab title="Phrases">
    Use quotes for exact phrases:

    * `"exit width"` - Find this exact phrase
    * `"connection capacity"` - Specific term combinations
  </Tab>

  <Tab title="Document Names">
    Search by document:

    * `S-201` - Find findings referencing this drawing
    * `Structural Calculations` - Find calc-related findings
  </Tab>
</Tabs>

### Combining Search and Filters

Use search and filters together for precise results:

```
Search: "connection"
Filter: Category = Structural, Severity = Critical
Result: Critical structural connection findings
```

## Sorting Results

### Sort Options

Sort findings by:

* **Severity** - Critical first, then Major, Warning, Pass, Inconclusive
* **Category** - Group by discipline or area
* **Status** - Pending first, then Closed
* **Workflow Item Order** - Original checklist sequence

### Sort Direction

Toggle ascending/descending:

* Severity high-to-low or low-to-high
* Alphabetical A-Z or Z-A
* Status Pending-first or Closed-first

\[SCREENSHOT PLACEHOLDER: Sort dropdown or column headers]

## Filter Management

### Save Filter Settings

Some interfaces allow you to save commonly-used filter combinations for quick access.

### Clear All Filters

Reset to view all findings:

1. Click "Clear Filters" or "Reset"
2. All items reappear in the list

### Filter Counts

Many interfaces show counts:

```
Critical (8) | Major (15) | Warning (23) | Pass (35) | Inconclusive (6)
```

Click a count to quickly filter to that severity.

## Advanced Filtering Techniques

### Multi-Level Filtering

Apply multiple filters to narrow down:

```
1. Filter: Category = Structural
2. Then: Severity = Critical + Major
3. Then: Status = Pending
Result: High-priority structural items needing response
```

### Negative Filtering

Some interfaces support excluding items:

```
Filter: All except Pass
Result: Show only items that need attention
```

### Date-Based Filtering

If available, filter by:

* Execution date
* Response date
* Last updated

## Best Practices

<AccordionGroup>
  <Accordion title="Start Broad, Then Narrow">
    Begin with a broad view, then progressively apply filters to focus on specific items.
  </Accordion>

  <Accordion title="Use Status to Track Progress">
    Filter by Pending status to see what still needs your attention.
  </Accordion>

  <Accordion title="Combine Severity and Category">
    Focus on high-severity items in your discipline (e.g., Critical + Structural).
  </Accordion>

  <Accordion title="Search for Specific Elements">
    When looking for findings about a particular component, use keyword search.
  </Accordion>

  <Accordion title="Clear Filters Between Sessions">
    Reset filters when starting a new review session to ensure you see all items.
  </Accordion>
</AccordionGroup>

## Troubleshooting

### No Results Shown

* Check if filters are too restrictive
* Clear all filters and try again
* Verify the workflow execution completed successfully

### Missing Findings

* Ensure you're viewing the correct workflow execution
* Check that filters aren't hiding items
* Refresh the page

### Search Not Working

* Try simpler search terms
* Check spelling
* Use partial words if searching for variations

## Next Steps

<CardGroup cols={2}>
  <Card title="Working with Findings" icon="search" href="/dashboard/results/working-with-findings">
    Analyze filtered findings effectively
  </Card>

  <Card title="Exporting Results" icon="download" href="/dashboard/results/exporting-results">
    Export filtered results to Excel
  </Card>
</CardGroup>
