Advanced Filtering

The Advanced Filtering feature allows users to search and filter applications based on various conditions. The Filter button enables the advanced filtering options, making it easier to refine the displayed data.

How Advanced Filtering works

1. Click on the Filter button

• When the Filter button is clicked, the advanced filtering section appears just below the Filter button which allows users to define specific conditions for filtering applications.

2. Content or Title

• A dropdown menu is provided which allows users to select the field to filter by.

• The filtering options include fields from the Applications table headers as well as Form fields, allowing users to refine their search based on specific criteria.

3. Operator Dropdown

• Defines a comparision rule for the selected field.

• The operator dropdown dynamically adjusts based on the selected Content or Title field. For eg:

  • If the selected field is a text-based field (e.g., applicant name, status), operators like Is Equal To and Is Not Equal To are available.

    

  • If the field contains numerical values (e.g., rank or scores), operators such as Is Equal To, Is Greater Than, Less Than etc are provided.

    

• So, this depends on the selected Content or Title field.

4. Value

• The value field allows users to input a specific value to be searched for.

• When the Content provided is Email, Operator is Matches a Pattern and Value is sameer, the result is shown as below.

5. Add Filter

• Adding another filter allows compound filtering where multiple conditions can be combined using either:

  • AND: The results must satisfy all applied filters.

  • OR: The results will include entries that match at least one of the filters.

6. Applying and Saving Filter

• Once a filter is applied, we can Save it for later use as well.

• Saving Options:

• Save for Myself : The filter will be available only to the user who created it.

• Save for Organisation : The filter will be accessible to all users within the organization.

7. Filter Naming Modal

• Upon selecting a save option, a modal appears prompting the user to enter a name for the filter. This ensures easy identification and retrieval of saved filters later.

8. Quick Filter

• After saving a filter with a specific name, it appears as a Quick Filter at the top of the application list. Upon clicking would filter the applications list based on the selected filter.