Smart Filter Widget (Dashboards) Dependent Tags
g
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.
S
Steven Harbold
Jon Darbyshire
I'm going to upvote and expand on this idea:
We should be able to have "reactive" filters. The option to turn on to only filter items that are in the list. Example: AT interfaces does this at minimum by allowing to Filter by linked records. This prevents the filter list from only showing, for example, JOBS that have data in the source. Or, only showing vendors to filter by when they have data in the source.
Current Issues:
- Without this, feedback isn't great when you accidentally filter to something that doesn't exist in the list.
- Tends to cause glitches in the Dashboard filtering and requires app reload which loses users place and filters. :/
- Not clean, provides so much more information in the filter list than needed. If I build a dashboard tool and the data only contains 10 vendors, I don't need for users to see all 538 vendors in the list. It takes more time to filter and is clutter in the way.
Future enhancements / Reactive Filters
Filter fields react to attached widget. Example:
If filter widget filters by Vendor, the other available dynamic filters should react and reduce their scope.
Vendor A invoices = 100
Jobs = 10
When a job is selected, viewing the dynamic filter for invoices should result in ONLY the invoices for that Vendor AND that job. Example after filter:
When Job: A is selected and Vendor A is selected: Invoices filter shows = 10 options
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?
g
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.