This article will help you understand:
- how to filter columns in data views as authenticated end-user, and
- which data types and operators are currently supported.
What are data views and why would you need to use filtering in a data view?
Different groups of people look at the same data in very different ways, filtering out the information that may not be relevant to their role or position. Data views act as a filtration system: In other words, depending on your role within an organization you are shown different data, specifically, data that is relevant and appropriate to you.
Data views allow authors to configure a filtered view of an underlying Case Database within an Application. Authors may customize their data view by choosing which field(s) and/or record(s) they would like to be displayed or set a specific action to be applied to a record, e.g., to allow for further processing in a BRYTER module.
Filtering in a data view
Filtering in data views takes it a step further: While authors set up data views to create a filtered view, i.e., an end-user specific overview or dashboard, end-users can filter in data views to find and retrieve relevant information in a quick and easy manner or get an overview of the situation by, e.g., filtering for cases that require (immediate) action or cases that have been closed.
How to filter in data views
Filtering in data views is currently supported in columns with the data type 'text' and 'email' and using the operators 'Is' and 'Is not'.
|Gray funnel icon – No filter has been applied to the data view column.|
Blue funnel icon – A filter has been applied to the data view column.
Data Type – Columns with the data type 'text' support filtering.
Data Type – Columns with the data type 'email' support filtering.
Data Type - Columns with the data type'number' support filtering
|Is||Operator followed by case-sensitive 'text' – Will only filter for what exactly matches the text in the text field.|
|Is not||Operator followed by case-sensitive 'text' – Will filter for everything BUT what exactly matches the text in the text field.|
|> ≥ ≤ <||Operator followed by case-sensitive 'number'
Applying a filter
- Click the gray funnel icon '' in the data view column you would like to apply a filter to.
- Select the operator that best serves your needs.
- In the text field below type out what you want to filter for and hit 'Enter' on your keyboard. The gray funnel icon will turn blue, as a filter is now applied.❗Note that this field is case-sensitive.
- Repeat this process as needed. You can apply filters to more than one column.
Deleting a filter
- Click the blue funnel icon '' in the data view column. Delete the content in the text field and press 'Enter' on your keyboard. The blue funnel icon will turn gray again, as a filter is no longer applied.
Example use cases
Use filtering to find and retrieve data in a quick and easy manner. Apply one or more filters to find a specific piece of information, e.g., to check the current status of a case or to make changes and amendments.
Analyzing data to get an overview
While a data view may already be a filtered view, filtering within a data view enables end-users to momentarily create a concise rather than a general overview. For instance, filtering for a specific urgency or severity allows for faster and more targeted action.
- As filters are not reflected in the URL it is not possible to share or bookmark.
- It is not yet possible to redirect to a data view and apply filters automatically.
- Filters cannot be reset all at once yet.
- Filtering is not available for all data types and operators yet.