Advanced Filters
This documentation covers how users can setup the advanced filters.
User filters system users by roles or departments
Users can filter the options in a select field based on specific criteria such as roles or departments.
Info:
- Field: System Users
- Actions:
- Filter by Role: When filtering by role "Admin," the dropdown will only show users with the "Admin" role.
- Filter by Department: When filtering by department "HR," the dropdown will display only users from the "HR" department.
User filters related select field options
Related select fields can be automatically filtered based on the selection made in another field.
Info:
- Fields: Customer and Customer Email
- Actions:
- Selection: When a customer like "Alice" is selected from the "Customer" field, the "Customer Email" field will automatically filter to display emails related to "Alice."
- Default Selection: The "Customer Email" field will select "alice@example.com" by default.
User previews the window with filtered select fields
Users can preview the window to verify that all select fields display the correct options based on the applied filters.
Info:
- Action: Preview the window
- Outcome: The select fields will show options filtered according to the rules set up by the user.
User saves the window with filtered select fields
Once filters are set up, users can save the window to ensure that the filtered select field settings are applied.
Info:
- Action: Save the window
- Outcome: The window will be saved with the current filtered select field settings, maintaining the applied filters.
User resets filters on select fields
Users can reset the filters on select fields to revert to displaying all available options.
Info:
- Fields: System Users and Customer Email
- Actions:
- Reset Filters on System Users: The "System Users" field will display all users when filters are reset.
- Reset Filters on Customer Email: The "Customer Email" field will display all customer emails when filters are reset.