> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/chinese/guan-li-yu-she-zhi/settings/global-settings/dashboard/customizing-filters.md).
# 自定义筛选器
如果您要查找一份或多份特定文档，可以使用以下选项。我们在搜索栏中提供了多种工具，帮助您找到所需的文档。要使用这些工具，请选择以下图标。
使用筛选器可以帮助用户快速找到相关信息，并将数据范围缩小到必要内容。
## 如何在 DocBits 中自定义和应用筛选器
**访问筛选器设置并打开仪表板：**
* 登录 DocBits，然后打开包含您要筛选数据的仪表板。
**访问筛选器菜单：**
* 点击筛选器图标或搜索字段。
### 自定义筛选器
#### **使用预定义筛选器**
* 打开筛选器菜单。
* 从预定义的筛选器选项中选择（例如：日期、文档类型、分配人员）。
* 选择或输入相应的值来调整筛选条件（例如：日期范围、特定文档类型）。
#### **创建自定义筛选器**
* 在设置中的“Dashboard”（仪表板）下打开筛选器菜单，然后点击“Filters”（筛选器）。
* 选择要筛选的字段（例如：状态）。
* 定义筛选条件，例如：状态筛选器样式。
* 下拉菜单：从预定义选项中选择。
* 点击“Apply”（应用）以保存自定义筛选器。
#### **使用组合筛选器**
* 打开筛选器菜单，一次选择多个筛选条件。
* 组合筛选条件。
* **示例：** 查找由作者“Max Mustermann”创建，且创建时间在上个月的文档。
* 选择筛选器后，它会自动应用。
#### **应用和管理筛选器**
**应用筛选器**
* 选择并调整所需的筛选器后，筛选器会自动应用。
**移除筛选器**
* 打开筛选器菜单。
* 步骤 2：点击“Clear Filters”（清除筛选器）、已选筛选器旁的 X 图标（位于筛选器菜单或筛选器栏下方），以清除或移除已应用的筛选器。
* 数据将重新显示，不再应用之前的筛选条件。
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.
Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://docs.docbits.com/chinese/guan-li-yu-she-zhi/settings/global-settings/dashboard/customizing-filters.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
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