One of the main tools for working with data in tables is a custom filter (not to be confused with a system filter). Using a custom filter, you can select records that suit certain conditions, and records that do not suit the specified requirements are temporarily hidden. You can filter the data by status, country, period or other parameters, depending on the selected section. Adding a filter allows you to exclude unnecessary data, thereby increasing the visibility of the displayed data and reducing the processing time. For example, you can filter the data so that only the accounts with the active status ("Status") are displayed in the work area.
The custom filter is located at the top of the table.
By clicking on the arrow in the filter field, a list of different filtering options are displayed. The selected settings are applied automatically.
In the "Period" field - by default, when you go to a new page, a list of events for the current day is displayed. To get information for a specific period, specify it with the "Custom" field or select the suggested options: "Today", "Current week", "Current me", etc. If you wish, you can always change the period.Custom filter is designed for simple string selection conditions, and for more complex selection conditions an advanced user filter is used. Advanced user filter, which allows you to set custom conditions for selection. The selection condition is the restrictions set for the selection of records, which are selected by the filter for display on the screen.
To open the advanced filter, click the "More" link. To the custom filter, you add fields in which you can specify a condition.
The composition of the possible fields for the filter is determined automatically based on all columns of the table, this section. Accordingly to the selected field, system will offer a list of conditions: equals / contains, =, <,>, etc.
For example, using the advanced filter, you can find accounts that have a registration date of =, <,> or not equal to (! =) a certain date. After applying one advanced filter, you can add one or more filters and narrow the results by filtering out accounts only with a confirmed mobile phone, for example ("Phone Status" = "Yes"). You can set such conditions as many as you like.
Filtering data with an advanced filter
- In the data table, find one or more items to filter.
- Open the advanced filter by clicking on the "More" link.
- Select the desired item from the drop-down list of filter fields. Changing the context entails changing the displayed values. This does not restrict or modify elements in rows or columns.
- To add a criteria to the filter, click the plus sign at the end of the filter string.
After you have created all the criteria for the custom filter, click the checkmark icon.
The table will only display results for the selected item.
Saving filter and his reapplication
Attention! By default, the filter settings that are set are not applied automatically by the next time the page will be opened.
To return to the filtered data view, save the filter using the Filter Manager. Saving custom filters is not available for all sections.
To open the form for saving the filter, click the "Save current filter" button, which appears after setting the filter parameters (if filter saving is available).
In the opened form "Save grid filter" in the "Name" field, enter the name of the filter and then use it as a separate page in the menu. The list of saved filters is displayed at the bottom of the form.
Attention! When you select an existing filter, you overwrite it.If you want the filter to be available to other users, then tick the "Make it available for other users" field.
After filling in the form, click the "tick" icon, at the end of the "Name" field.
The filter will be saved. Saved filters are available in two places:
- in the main menu (at the bottom), as nested items to this subsection;
When you click on this item, the page with the saved filter opens.
- by clicking on the button "User Filters"
To reapply the filter, click the "User Filters" button and in the opened form:
- select the section in which the filter was saved;
- select the filter name in the list;
- click the Apply Filter button.
Also user filters can be edited, copied and deleted. To delete a filter, click Edit and then click Delete on the Edit User Filters form.
To close an mistakenly added filter, click the cross icon in the filter bar.
To return to the full (unfiltered) data view, click the Reset button above the filter.