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Filtering Data

Jetmir Abdija avatar
Written by Jetmir Abdija
Updated over 2 weeks ago

The filter feature allows you to narrow down repository data based on object properties.

After selecting a property (e.g., On View), the system automatically populates the available values for that property, making it easier to choose from relevant options. The operator is set to equal and cannot be changed.

Related Objects: It displays the list of all active current objects which has a relationship to or from the selected object definition.

NOTE: Future state objects are currently not visible in the repository.

Filters.jpeg

Click the Apply filter(s) option to update the table and view the filtered results. This option does not save the filter in the repository.

Save Query

You can now save any set of filters as a reusable Quick Filter, eliminating the need to rebuild queries each time. This feature lets you store custom filter configurations in the repository and reapply them with a single click.

Use Quick Filters to:

  • Apply frequently used filter combinations

  • Standardize views across your team

  • Prepare filtered views for recurring tasks, audits, or reviews

Follow the steps below to save a new filter,

  1. Open the Repository and select the object definition.

  2. Click the Add filter option in the filter bar to apply desired filters, e.g., Related object = customer survey.

  3. To save a query, click the Quick filters option and select Save as new quick filter option.

    new quick filter option.jpeg
  4. In the pop-up, enter a Filter Name and click Save.

    save new filter.jpeg

Saved filters appear immediately in the Quick Filters dropdown for easy access. They are grouped by object definitions to help you stay organized.

NOTE: You cannot delete a saved query for the time being. Avoid saving unnecessary filters to keep your list manageable.

Delete Filters

NOTE: You can delete a filter only if you created it or if you are an admin.

  1. Click the Quick filters option and apply the filter you want to delete.

  2. Select the Delete [filter name] option.

Confirm the action to remove the filter from the repository permanently.

From the Table

Another method to apply the relevant filters directly from the data table, right-click on a value within any object property column and select the Add to filter option. You can see the filter gets added in the top bar. Click the Apply filter(s) option to update the table and view the filtered results.

Apply filter to the value.jpeg

NOTE: Currently, filter settings are stored locally in the browser. As a result, if the browser is refreshed or reset, all applied filters will be lost and must be reconfigured.

If you want to apply filters to the questionnaire field, you can use the Filter option from the table menu.

Permissions

You can edit only the fields where you have read/write access. Fields where you don’t have permission appear as read-only and are grayed out. You can still copy data from these fields to the clipboard.

permissions.jpeg

Remove Filters

To remove filters from the query section at the top, remove each filter one by one, then click Apply filter(s).

To manage filters from the table, click the three dots menu and select Filter option. You can see all the applied filters. From here, you can add new filters or remove existing ones.

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