General Filters

Introduction

General Filters are filters that are created specifically using General Fields. When you have set up General Fields to unify data from multiple tracks, you can use General Filters to narrow down the information shown in your General Lists. These filters apply only to General Fields and help you tailor the data view to meet unique reporting, tracking, or analysis needs.

Create a General Filter

To create a General Filters:

• Navigate to General Fields:

  • Go to the Admin Interface.

  • Open General Configuration → General Filters.

  • Click Create New.

• Provide Filter Details:

  • Name: Enter a unique name for the filter.

  • Description: Add a brief description to explain the purpose of the filter.

• Add Filter Rules (Clauses):

  • Click “Add New Clause” to begin.

  • A new section will appear where you can:

    • Select a General Field you want to apply the filter on.

    • Choose a Condition Operator (based on the field type).

• Set the Value Type: Once you've selected the field and condition, choose how to apply the value:

  • Literal: Manually enter a fixed value.

  • Field: Compare the selected field against another field's value.

  • Lookup by Logged-in User: Special option used to filter data relevant to the current user. Example: To show only records assigned to the logged-in user, use this type.

• Add Multiple Rules:

  • Use “Add New Clause” or + the icon next to a rule to insert more conditions.

• Use AND/OR Logic and Grouping:

  • Combine rules with AND / OR operators to define logical flow.

  • To group rules:

    • Check the boxes beside the rules you want to group.

    • Click “Parenthesis” at the top to apply grouping.

  • To remove a group, click on the applied parenthesis to remove it.

• Manage Rules:

  • Use the X icon next to any rule to delete it from the filter expression.

History Tab

All configuration changes are recorded in the History tab with detailed logs and timestamps for tracking.

Conditional Operators