Dashboard Filters

You can refine the list of items displayed on your Dashboard by applying filters.

Filtering Requests and Actions

Filters refine the results of the My Requests and Needs Action views.

To apply a filter:

Select the ellipsis icon next to Filter.
Attribute
1. Enter the name of the attribute to filter on in the Search box.
2. Once the selection has been made, the Operator and Value fields appear.
Operator
1. Select the desired operator.
2. These values available will vary based on attribute selected.
Value

Enter the filter criteria of the data to view

If a date attribute is selected and the operator selected is more than, less than, or exactly, 2 additional fields (Days and Timeframe) will appear.
Select the plus icon to add the filter.

The applied filter will appear under the Conditions section.
Conditions

Underneath the Attribute, Operator, and Value fields, the current filter(s) applied will appear under this section.

If no filters are currently applied, it will read “None (Add conditions using the inputs above). All fields required.”
The filtered results are displayed.
Multiple filters can be added by repeating steps 3-6.

By default, when multiple filters are added, each filter defaults as an ‘AND’ condition.

Users can select the toggle switch to change the AND condition to an OR condition.
The number of filters applied will appear next to the Request header.

To remove a filter:

Select the delete icon next to the filter to remove.

Filters are not persistent. When users navigate away from the page, the applied filter(s) will disappear.

Filtering Profiles

You can filter which profiles are displayed in your list of profiles. You can also save those filters and share them with users that have specific roles in your organization.

To filter the list of profiles:

Go to Lifecycle > Profiles from your Dashboard.
In the Profile Type dropdown, begin typing the name of a profile type. Select the profile type that contains the profiles you want to view.
Select the ellipsis icon beside the Filter header.
Choose whether you want to create a new filter or apply one that has been created already.

Creating a Profile Filter

From the filter screen, in the FILTER BY tab, choose the type of filter you want to create by selecting the Type dropdown list.

Complete the additional fields that are added based on your selection.
To add additional filter criteria, select Add Criteria.

Choose an operator between each set of criteria. The options are AND or OR.
Select Apply. Your filter is applied to the list of profiles.
To save your filter, select Save as New Filter.

Note

You must apply your filter before you can save it.
Enter a label for your new filter.
If you want to be able to apply your new filter to multiple profile types, type the name of the additional profile types you want to add in the Profile Type field and select them from the dropdown list.
Select Save.

Your profile filter is added to the list of profile filters.

You can also create a new filter by editing an existing filter and selecting Save as New Filter.

Applying a Profile Filter

From the filter screen, select the SAVED FILTERS tab.

A list of filters that you own or that have been shared with you is displayed.
Select the name of the filter you want to use.

The list of profiles is updated to reflect your selected filter.

You can edit this filter and save your changes, or save it as a new filter based on the existing criteria.

Editing a Saved Profile Filter

You can make changes to a saved profile filter.

From the filter screen, select the SAVED FILTERS tab.

A list of filters that you own or that have been shared with you is displayed.
Select the filter you want to edit.
In the Criteria panel, make the necessary changes to your profile filter. You can edit the existing criteria, delete them, or add new criteria.
Select Apply.
To create a new filter with the criteria you applied, select Save as New Filter.

To overwrite the existing filter you edited, select Update Saved Filter.

You can share a filter you own with other users by their roles.

From the filter screen, select the SAVED FILTERS tab.

A list of filters that you own or that have been shared with you is displayed.
Select the Actions icon and select Share.
In the User Role field, begin typing the name of a user role. Select the name of the role you want to add.

Repeat for each user role that needs access to this filter.
Select Share.

Users with any of the roles you selected in the Share Filter screen will be able to use the filter you shared with them. They will not be able to edit the filter or share it with others.

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