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protogrid:filter [2019-11-29 14:49] – created 46.140.51.3 | protogrid:filter [2023-05-16 13:57] (current) – [Filter] dru | ||
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====== Filter ====== | ====== Filter ====== | ||
- | ====== TableViews ====== | + | 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). |
- | A Filter is basically a field for choosing a filter condition and limiting, | + | For every field type you can control specific behavioral aspects |
- | By choosing one of the filter options the related cards will be displayed. | + | Additionally to data filters Protogrid provides 2 data security features to restrict access to data: "Read Access Role Definition" |
+ | ==== Filter Options ==== | ||
- | === Defining | + | Depending on the field type you have any of the following filtering options available for a field definition: |
+ | === Limit Using Compatible Filters on the same Card === | ||
+ | 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. | ||
+ | |||
+ | === Additional filter based on read access setting === | ||
+ | |||
+ | 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. | ||
+ | |||
+ | === Disable filter effect on neighboured fields on the same card === | ||
+ | |||
+ | Available for: Relation Field Definition | ||
+ | |||
+ | With this option you can disable the filtering effect on neighboring relation or tags fields. | ||
+ | |||
+ | === Filtering of cards represented in this field === | ||
+ | |||
+ | 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. | ||
+ | ==== Filter Fields ==== | ||
+ | |||
+ | 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: | ||
+ | * Relation Filter Field | ||
+ | * Text Filter Field | ||
+ | * Number Filter Field | ||
+ | * Date Filter Field | ||
+ | |||
+ | === Relation Filter === | ||
+ | |||
+ | 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. | ||
+ | |||
+ | === Text Filter === | ||
+ | |||
+ | 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. | ||
+ | |||
+ | === Number Filter === | ||
+ | |||
+ | A number filter field let's the user enter any input. Filtering occurs only on full match of the input number. | ||
+ | |||
+ | === Date Filter === | ||
+ | |||
+ | A date filter field provides a date picker to select a date. Filtering for time values is not supported. | ||
+ | |||
+ | |||
+ | === Example: Creating a Relation Filter to filter a Table View === | ||
+ | - Open the Proto on which the Table View, you want to filter, is defined | ||
+ | - Go to " | ||
+ | - Choose " | ||
+ | - Assign a meaningful name for the new Relation Filter Field | ||
+ | - Define the " | ||
+ | - Save & Close the " | ||
+ | - The new " | ||
+ | - Open the Table View you want to filter, and use the new " | ||
+ | |||
+ | === Example: Creating a Date Filter to filter a Chart View === | ||
+ | - Open the Proto on which the Chart View, you want to filter, is defined | ||
+ | - Go to " | ||
+ | - Choose "Date Filter Definition" | ||
+ | - Assign a meaningful name for the new Date Filter Field | ||
+ | - Define the " | ||
+ | - Save & Close the "Date Filter Definition" | ||
+ | - The new "Date Filter Definition" | ||
+ | - Open the Chart View, you want to filter, and use the new "Date Filter Field" to choose the data to filter for | ||