Protogrid has built-in filter mechanisms which are enabled by default for the most common use cases. For example if you have embedded a tableview on a proto for displaying next working steps the displayed entries are automatically filtered so only those next working steps are shown which are assigned to the current responsible (which is placed in a relation field on the same proto).
For every field type you can control specific behavioral aspects which are related to data filtering.
Additionally to data filters Protogrid provides 2 data security features to restrict access to data: “Read Access Role Definition” and “Write Access Role Definition” fields (see Read And Write Access Role Definition).
Depending on the field type you have any of the following filtering options available for a field definition:
Available for: Relation Field Definition, Tag Field Definition
The available choices are filtered using neighboring relation fields and filters that use the same Proto as a relation field in the target data.
Available for: Relation Field Definition
The available choices are filtered based on the read access rights of the target data. The system default is that users can see the shortname of a card, even when the card itself is resticted from access using a read access role definition.
Available for: Relation Field Definition
With this option you can disable the filtering effect on neighboring relation or tags fields.
Available for: TableView Definition
With this option you can control if the TableView is filtered at all, only by filter fields, only by relation fields, or both.
A Filter field is basically a field for choosing a filter condition and limiting which Cards are shown in a Table View or Chart View.
Currently there exist 4 types of filter fields:
A relation filter field let's the user select from the available values in the target field and limits the embedded tableview based on the selection.
A text filter field let's the user enter any input. Filtering occurs only on full match of the input term.
Please note that the content of text fields is relevant for filtering only up to and including the 300th character.
A number filter field let's the user enter any input. Filtering occurs only on full match of the input number.
A date filter field provides a date picker to select a date. Filtering for time values is not supported.