Manage the filtered view

The purpose of this article is to explain how to use the filtered view functionality.

What is a filtered view?

The filtered views are lists of objects corresponding to a certain number of filters. The list of objects is dynamically updated according to their evolution. 

Example: I create a filtered view with all objects whose status is "proposed". If I update the status of my business term "Customer", and change it from "proposed" to "validated", then the object "Customer" will no longer be part of my filtered view.

There are 2 types of filtered views: 

• Module filtered views: these are filtered views available within a module, and only include objects from this module. These can be defined by default as an end page in a module.
• Cross-module filtered views: these are filtered views available from the search, and can group objects from all modules.

The filtered views can be: 

• Public: all users in the workspace have access to this filtered view
• Private: only you have access to this filtered view

Please note that once a filtered view becomes public, it is no longer possible to go back and make it private again. 

Access to filtered views

1 - From the home page

In your home page, you have a "Filtered views" widget, which allows you to quickly access all your filtered views of a workspace. 

Thanks to the filtered view icon, you can see to which module the view belongs. You also have the possibility to filter directly on the module of your choice. 

1 - From the modules

To access the module filtered views:

1. Go to the module of your choice
2. Click on the filtered views button at the top left of your screen to open the filtered views panel 
3. The filtered views panel consists of 2 tabs, one for public filtered views, and one for private filtered views 

Manage the filtered view

1 - Filter a list of objects

When you are in the search or in a module, you have the possibility to filter the list of objects. Filters are cumulative and are available in detailed and tabular views.

1. Click on the More filters button
2. In the drop-down menu select the attribute or link on which you want to filter 
3. Choose the value
   
4. The list of objects is updated and your filter appears at the top of your screen

2 - Save a filtered view

In all modules and in the search, you have the possibility to save filtered views.

1. Filter the list of objects
2. Click on the Save button, then Save as in the drop-down list 
3. In the popup window, enter a label (required) and a description (optional) and the public or private character
4. Click on Create
   

3 - Define a default filtered view

The default filtered views allow you to go directly to the filtered view when you arrive in the module.

NB: This functionality is only available for filtered module views.

To define a default filtered view: 

1. Open the list of filtered views
2. Hover over the filtered view of your choice
3. Click on the star that appears when hovering 

Note: Filtered views are sorted as follows: the default view appears first, followed by other filtered views sorted alphabetically, respecting case sensitivity.

4 - Update the filters of a filtered view

On each filtered view, you have the possibility to update the filters:

1. Position yourself on a filtered view
2. Update the filters
3. Click on the Save button, then Save in the drop-down list 

5 - Update the properties of a filtered view

The following elements are called properties of a filtered view:

• The label
• The description

To update these elements:

1. Open the filtered views panel
2. When hovering over the line of the filtered view, click on the pencil 
3. A modal opens
4. Modify the elements of your choice
5. Click on the Update button

6 - Delete a filtered view

To delete a filtered view you need to: 

1. Open the filtered views panel
2. When hovering over the line of the filtered view, click on the trash can 
3. A confirmation of deletion modal opens
4. Click on the Delete button