This powerful functionality will enable administrators to create and save filters for other users to access quickly without having to create any filter themselves. This would be particularly handy when running simultaneous operations in the field or doing a tie-back to an existing template etc. The users will be able to copy the link to the saved filter to distribute across for even more seamless usage of ValveTrack.
Quick introduction
Valve list filters
You will find the filtering options when you go to the Valve list section. You can filer by different column such as title, location, group etc.
Click on Select Column. A drop-down list with a column will appear
For example: the search for 'WI' in the Title column will return a set number of items that has "WI" in their title after clicking "Search".
You can send a link to anyone of the current search filter (saved or not). Press the 'Copy link' button in the upper right hand corner.
It will produce a unique URL that will specify the current search criteria that is in the filter - see the bolded text below for how the link URL will appear to the recipient:
https://4insight.io/#/lighthouses/f2e6fade-a2ec-4bf3-8fab-bb42767f5f7c?page=valve-list&ValveTitle=WI
The filter search will stay active on the Valve list page even as you navigate to other sections in ValveTrack. If you want to 'nullify' the filter (i.e. see all items in the valve list again), then you just press the 'Reset filters' button.
Save newly created filters and retrieve saved filters
Once you have a filter that you are happy to keep for a longer period of time (i.e. to be used repeatedly or across multiple teams based in different locations), then just press the 'Save' button.
When you press the 'Save' button, you will get a new pop-up to name the saved filter search. Please note that you will not be able to press the 'Submit' button until a name is inserted in the 'Title' text field. It is free text input.
To retrieve a saved filter, just press the ' Saved filters' button and a list of all saved filters will appear below it. Choose the filter you want to activate, and the Valve list overview will be updated with the chosen search filter criteria.
If you want to build a filter with the combination of different columns, you can click "Add filter" and select the new column. You can do the same with saved filter if you want to combine new columns with the existing filters.
Add as many new search criteria that you want. Save it again by pressing the 'Save' button and give the new filter a new name.
NB: Please note that adding more search criteria will be based on the 'AND' function - that is that BOTH criteria must be valid for the search filter to produce any result. There is not an 'OR' function currently available in the search function.
In the below example, the 'Tag' search input of '0' will result in all items having a 0 in the title naming convention. The 'AND' string will also keep reducing the amount of items the search list will return. In this example, the search of only 'Title = WI' produced 22 items, the search of Title = WI AND Group = GR produced 16 items, and adding tag = 0 filter reduced to 8
You can remove any single search line by clicking the 'X' button at the end of every search line. Press the 'Search' button to get the new search results showing.
You can click on "Show less" to hide the search criteria list if it is impacting your view.
Press 'Show more' to see the entire search list again.
Override / edit an existing filter
You can just select the filter you want to override
Then add a new condition and hit the search button:
Then hit the Overwrite symbol:
Hit Yes and you have updated your filter:
Publish a saved filter on the landing page
You can publish saved filters on the landing page for quicker and easier access to any filter result. NB: only a person with administrator access rights can publish saved filters on the landing page.
Navigate to the landing page by clicking the 'Overview' tab. Find the 'Edit' button on the right hand side of the landing page.
You will get a box with a drop-down list of all your saved filters (NB: see the Save section above).
Choose the filter you want to publish and press the '+ Add' button.
Remove the published filter by clicking the 'X' button at the right of the published search box.
You can publish as many filters on the landing page as you have saved filters.
Make sure you press the 'Save' button to activate the filters. If you navigate from the landing page without pressing the save button, the filters will not be published to the landing page.
The search filter(s) will now be visible and available to anyone with access to the specific ValveTrack field.
