Smart Filter Widget (Dashboards) Dependent Tags
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greg rawls
Right now, the filter widget filters treat any selected filter criteria as independent filter criteria. Meaning if I checked criteria as Apartment, Dog, Labs..... any record with any of these criteria would be displayed
SMART Filter: (Image 1) It would be smart if these criteria were treated as dependent selections. Meaning only records with all the tags will be displayed
GENIUS Filter: (Image 2) If, while in "dependent criteria mode", you click on the first selection.... the filter window then updates to only show possible additional criteria (tags) present in records with the first tag. The reason the filtered tag options is important, it helps you recall past records. If you have thousands of records as you filter you see the options of other associated tags/records.
For example: if you have thousands of recipes and you tagged all the main ingredients. you could filter by "side dishes"... and then you could recall (see)all the side dish tags with main ingredients (tags): brussel sprouts, cauliflower, beets.
But there is use with all type of records. Medical doctors with symptoms, Car mechanics with symptoms etc, Social media post with tagged attributes.
Jon Darbyshire
Great to hear your perspective, greg rawls! I have a few more questions for you:
- How frequently do you need to use the dependent and genius filter modes in your workflow?
- Can you provide examples of specific scenarios where the current filter system falls short?
- What is the expected impact on your productivity if these filter enhancements are implemented?
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greg rawls
Jon Darbyshire I gave examples; but I think there are multiple example uses; any record system that uses multiple tabs to slightly differentiate the records. I would use it often.