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Filters: Optional User Filters and Filters Required by Company User Settings


For the staff-centric interfaces, filters select specific information to show when we choose a column. Chose a filter from the search bar when you need it. Administrators can lock a filter in place with Company User Settings. Furthermore, you could decide to use a filter from the status update screen to shrink the status options.

When you use a filter to show or hide information, you are looking to make the workflow easier. Or, we need to offer the most appropriate information for the situation. You could use a filter for your visitors, which shows only their sign-in answers. Separately, we could show specific staff information with another filter. The Search bar offers quick access to filters for any occasion. Ultimately, your organization could have two or three filters–maybe more–which apply to a particular scenario or job roles. The filters are not a replacement for and do not hide individuals in certain groups. The “All” tab will show everyone, so the filters are not ideal for hiding groups of people but only makes it easier to find specific groups.

Configuring Company User settings with Filters deployed and locked allows the organization to decide what each person should see. Company User Setting profiles dictate which settings to configure for each user, groups of users, or security groups. Using the filters and Company User Settings together, administrators achieve specific visibility for every job title. Also, filters are handy for toggling between filters to see visitor information and staff information.

In many cases, organizations find a use for filtering when tracking a large number ask data points, and not every data point has equal value to everyone. Filtering offers a way to show the most relevant data to each user.

Creating Filters

To create a filter:

1. In the Administration panel, go to Filters

2. Click “New Filter”

1. Filter tab at top of Desktop Admin. 2. Add Filter in Bottom Center of Tab

3. Click Type and select what you want this filter to filter on.

Selecting which Type to Edit on a Filter Dropdown Menu

4. In each type, you can either have ‘Do not Filter’ so this type isn’t filtered on, or you can set which values will be visible with this filter. For example if you just check Group ‘M1’ in the Group type, only users in the Group M1 will show when that filter is applied.

Selecting which Groups to filter on by checking the boxes of ones you want to show

5. Give the Filter a Name

6. Click ‘Add Filter’ and you are done!

Finish adding a Filter by filling out the Name then clicking 'Add Filter'Editing Filters

To Edit an existing Filter:

1. Go to the Admin Panel

2. Choose the Filter Tab

3. Click Edit Filter in the bottom center

4. Choose Type to choose which part of the filter you with to change the selections for

5. Make the changes to what you want visible: Which Groups show in this filter, which statuses are available to select, etc.

5. Click Update Filter to save.

Setting Optional User Filters

Once filters are set up, you can set your filter by opening the Search

Setting Filter in the Search

You can also set your default filter through the Settings in Views->GeneralSetting Default Filter

Setting Filters Required by Company User Settings

The Filter Setting is also one of the settings you can deploy and lock as an admin, under ‘Views’->’Search Configuration’

Setting the Default Filter for Users in the Company User SettingsFor more information on how to set a Company User Setting, see on our knowledgebase article: Company User Settings

Note: The EB Administrators Security Group will not be affected by the deployed and locked Company User Settings. They will continue to use the default settings until they change those settings manually.

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