In the view, you can choose which information is displayed by default when a user visits the view, you can also choose the possibilities the user should be given to filter about the information in the view.
After a view has been created, it is possible to use a function called filter Select which columns, period, properties, etc. are visible in the view. A filter is set incrementally per view, first you choose which filter settings are available for the view (what to filter on) and then you can make a standard filter (locked filtering). As a user, you can also make temporary filtering in the view controlled by the selection administrator made in the filter settings.
When you have selected which columns from the scorecard are visible in the view, you can also control that different unit groups are allowed to see different views. The reason is that it can get crowded in the view to show all the columns all the time, then you can control so that, for example, activities are not visible at the municipal Council level (for example, KF works rarely with activities). What you do then is create unit groups with custom filters of the view. The most common is to create a group per organization level.
In the Black toolbar on the right side of the view you will find the Filter icon, see the image below, when you click this you can see the current filter settings for the view. You can also adjust the settings and filter the view in the desired way based on the filtering capabilities you have.
Filtering that you make of the view via the filter icon will be reset if you reload the page or you e.g. Goes to another view and then back again. It then reverts to the previous settings, hence the name default filter that we will look closer to a little further down the article.
If you frequently make a specific filtering in a view, you can choose to save it as a favorite filter, so you don't have to set the filter each time. In the example below, I choose to use the column filter to click the category scorecard column and then filter it out of the view. When I chose to filter the view and then click on filter icon again, I will get up a save button with a star in front, we have here borrowed symbolism and functionality that can be found in most webbrowsers.
When I click Save I get to enter a name, in this case I rename it to column filter so that I know what the filter means next time I get to the view. When I entered the name and clicked the checkmark after then my favorite filter will be found in the dropdown list of saved favorite filters. If you want to revert to the default filtering of the view, after you click the filter icon, select reset or reload the page.
The default filter specifies how the data in the view will be filtered automatically when you enter 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.
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.