Filter, Filter funnel, Favorite filter & Standard filter

Filter funnel

Favorite filter

Standard filter

General description

In a view and in report parts, you have the option to determine the default information displayed when a user visits the view. You can also choose the available filtering options for the user to refine the displayed information.

Once a view has been created, you can specify the filtering. First  you select the available filter settings for the view. These decides what filter options that can be used. Then apply a standard filter to set the default filtering.

As a user, you can also apply temporary filters within the view based on the filter settings defined by the administrator.

You can also use different standard filtering for different department groups. This is useful when you want to show only relevant information to the different departments.

For example, activities may not be relevant to show at the municipal council level. In such cases, unit groups with custom filters for the view can be created. Typically, a group is created for each organization level.

Filter funnel

In the toolbar you will find the Filter funnel icon.  Click it to see and change the current filter. Click the filter button to apply your new filter.

The filtering will only change for you.

The filter restores to standard if you reload the view.

Favorite filter

If you frequently make a specific filtering in a view, you can choose to save it as a favorite filter. Only you can access and see theise filters. The favorite filters only applies to the current view.

Here's how: Filter out your wanted filter. Open up the filter funnel once again, and click Save in the Current filter corner: 

Name your filter and save: 

Your filter can now be used frpm "Saved filters" until you remove it. 


Standard filter

The default, or standard, filter specifies how the data in the view will be filtered when entering the view. To set this up, click the gear icon on the Black toolbar, and then scroll down to advanced settings.

There are a number of filter settings under Default filter settings. In report parts, you have the option to add a General Standard Filter For all users and Enhetsgruppsspecifika standardfilter. However, in views, you can specify four different types of default filters: General, Enhetsgruppsspecifikt, Enhetsspecifikt And behörighetsgruppspecifikt. The most common is the use of a general standard filter to indicate how the information in the view should be displayed this applies to all unit levels. The general standard filter affects all units, while others only affect the specific Department groups, unit, or User groups To which it applies.

Sometimes it may be desirable to display the information in different ways, depending on the unit group, unit level, or permission set, which filter is current on the unit level you are viewing through the blue flag.

General Standard Filter:
The information in the view is displayed in the same way for all unit levels and permission sets without any discrepancies.

Department group-specific standardfilter:
Under Department groups In the Stratsys, you can choose to add different units to groups to use eg. When filtering information in views. One example could be that all municipal schools see the information filtered in the same way. In general you can say that column filtering is a recurring theme where you further out of the organization would like to hide anything that is not related to the dimensions and activities of the work assignment.

Unit-specific Standardfilter:
Unlike unit groups above, you choose to filter the information in the view differently on a specific/individual unit.

User groups-specific standardfilter:
Here you choose to deviate from unit filtering in favour of a User groups And thus the users included in this.

Best Practise: Generally, a standard filter is used in combination with Enhetsgruppsspecifika standard filter, which usually covers about 90% of all user cases.

Add a default filter
Choose which grouping the new default filter should belong to and click Add. In the default filter, make your selections in the Rullgardinslistor and free text fields that are displayed. The filtering options that are visible depend entirely on the options that are enabled in the Filter settings For each view or report part.

Change a default filter
Click the Wrench To the left of the current default filter. Then make your desired changes and click Shoot.

Delete a default filter
Click the Dust bin To delete a default filter.