Customizing Data Displayed on Lists/Tables Using View Filters

Owned by Mahnoor Khan (Deactivated)
Last updated: Nov 28, 2024 by Sruthi Thomas
5 min read

Summary

This article describes the use of filters, using the VIEW icon on lists, for accounts and roles.

The 'View' icon is available on any list within the AdminPortal interface of EngageIP Billing. It allows you to filter and create a report from any list, whether it be the packages list, tickets, or any other list of items.

Note: Views are saved in the browser session, so if you click on a link and then hit the back button, your filtered view will be reflected correctly.

Note: You can modify the number of rows that a list such as on the tickets tab displays by default by changing the value on the configuration link from the top owner account. The field is labeled 'Maximum Grid Rows'. By default it attempts to determine the optimal rows for your display resolution but can be overridden here. (IIS reset needed for this to take effect).

The view allows you to search, filter results and customize the default settings of the list, returning only the data that is necessary for your report.

Creating View Filters

At the top of each list, options similar to the options below will be shown

To setup a custom view filter for an account, we'll use the example of the tickets list on the tickets tab.

Logic Options:

  • LIKE logic is the default logic processed when no logic characters are present

  • ;  Semi colon us used in place of OR logic, blue;green;red. That list would include all three words

  • !  exclamation point provides NOT logic, i.e. filter a report to exclude red would be: !red

  • !!   A double exclamation point tells EngageIP to return an exact string only. !!red would return tickets with titles that equal exactly 'red' (with no other text around the word)
    Note: The filter text is not case sensitive

     

These logic options can also be combined into a filter string such as this: !!red;blue;!green (which would read, return data that shows exactly 'red' or exactly 'blue' and NOT 'green'). Other combinations will work as well depending on the data you are trying to filter.

  1. Click View (you will see a screen similar to above)

  2. Add the items to filter the results on, in the example, tickets assigned to admin and bsmith should be shown AND those tickets show have a status of OPEN. You can separate multiple values by a semi colon ';'
    Note: the view uses AND logic throughout so the more items you enter, the more explicit the results will be

  3. Once you have entered the filter you want, click Update. This will now display your filter settings and return the list as requested

  4. If the filter is configured as needed, click view again

  5. Enter the name of this custom filter in the text box named Save Current View

  6. Hit the enter key to save the value

Selecting Your Saved View

To select a saved view, go to the report or list that you created it on, and click 'View' on the right top menu. The first dropdown will show a link for the full 'View' screen and links to your saved list views.

Assign View As Default

To review, click the view button again and at the bottom you will see your saved filter. To assign this filter as your default one (anytime the page loads it will use this filter), click the 'Default' link. This signifies the default view.

Deleting Saved Views

To delete the view, click the 'Delete 'as shown below in the example.

Reset Save List View

The 'Reset' button will reset the report or view back to the EngageIP system default OR your specificed default view if one is created. An example would be where you did a 'one off' filter to look for some data and you want to go back to your regular filter settings, in this case, hitting 'reset' would reload the list back to your default saved list view or the EngageIP default view if no user default exists

Assigning Filters to Roles



Note: Saved Lists and Default Saved Lists typically will work with custom reports.

To assign the newly created filters to the role so that all can use the filters perform the following actions:

  1. Login as a user with the permission to access the Setup tab

  2. Click Setup Tab

  3. Click Roles

  4. Click on desired role to which you would like to apply the filter

  5. At the bottom of the role page you will see all the saved filters under the heading Saved List Views

  6. Click on the filter name to see the following three options:

    • Personal - this denotes a filter that is specific to a user. When this is assigned, only the user it belongs to can see and use this

    • Shared - filters set as shared will be accessible and usable to all users logging in under that role, they will however be able to create and configure their own default views

    • Shared Default - this system override manually sets all uses logging in under this role with the filter by default when they login. They will not be able to change this default although they will still be able to create and use other views after logging in

  7. Select and Save the Option needed