Combining AI Search with Filters

AI Search with Filters

TABLE OF CONTENTS

• AI Search
• Filter Panel – Saved Filters
  • Key Behaviors
  • Use Cases
• Creating Custom Search Filters
• Saving Searches and Filters
• Best Practices

AI-powered search in Screendragon helps users find assets using natural language and visual understanding. When combined with structured filters, it becomes a powerful way to quickly narrow results and locate exactly the right content.

AI-powered search works best when combined with structured filters.

Users can:

• Search using natural language

• Refine results using metadata filters (e.g., campaign, region, usage rights).

• Save filtered searches for future use

This approach provides both flexibility and precision.

AI Search

1. Navigate to the folder containing your files.
2. Click in the search bar and enter the metadata tag you want.

   

3. Select from the filtered results to locate the assets you need.

Filter Panel – Saved Filters

Saved Filters allow users to store frequently used filter combinations and reapply them with a single click.

Key Behaviors

• Users can save a filter set from the active filter panel by selecting Save Filter.

• Saved Filters appear at the top of the filter panel under a dedicated section.

• Saved Filters are persistent and user-specific unless configured for shared visibility.

• Filters can be renamed or deleted from the Saved Filters menu.

• Applying a Saved Filter automatically updates the asset results in real time.

Use Cases

• Repeating campaign-based searches

• Quickly returning to specific asset types (e.g., "Approved Social Graphics")

• Filtering by metadata (regions, brands, usage rights)

Creating Custom Search Filters

1. Navigate to the Filter column.

   
   
   

2. Select the filter criteria you want to apply to your custom filter. Click each checkbox until you’ve defined the criteria you need.
   
   
   
3. Once you’ve found a useful combination of AI search and filters, you can save it for future use. To do this, navigate to Save Filters.
   
   
4.  Give the filter a unique name and click Save.
5. Next, navigate to the Saved Filters dropdown and click to see the unique filter you just created. It is now saved for future use. 

Saving Searches and Filters

Saved searches help teams:

• Access frequently used asset sets

• Maintain consistency across projects

• Reduce repetitive searching

Best Practices

• Use AI search first to explore broadly, then filter down

• Apply usage rights filters early to avoid restricted assets

• Use controlled metadata fields for consistent filtering

• Save commonly used search/filter combinations