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Table of Contents
Filter
A Filter 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 to sorts of filter fields:
- Relation Filter Field
- Date Filter Field
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 “Fields and Widgets” and then click on the “Create” button on the right
- Choose “Relation Filter Definition” to create a new “Relation Filter Definition” on the current Proto
- Assign a meaningful name for the new Relation Filter Field
- Define the “Related Proto” so that Cards based on this Proto will become filter choices
- Save & Close the “Relation Filter Definition”
- The new “Relation Filter Definition” now appears at the bottom of the “Fields and Widgets” list. You can drag & drop it to the desired position in this list
- Open the Table View, you want to filter, and use the new “Relation Filter Field” to choose your filtering value
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 “Fields and Widgets” and then click on the “Create” button on the right
- Choose “Date Filter Definition” to create a new “Date Filter Definition” on the current Proto
- Assign a meaningful name for the new Date Filter Field
- Define the “Filter Target DateTime Field”, which is the field you want the data in the Chart View to filter for
- Save & Close the “Date Filter Definition”
- The new “Date Filter Definition” now appears at the bottom of the “Fields and Widgets” list. You can drag & drop it to the desired position in this list
- Open the Chart View, you want to filter, and use the new “Date Filter Field” to choose the data to filter for