Filtering

Filters are available on dashboards and widgets so they can be filtered based on specific data.

Using filters, it is possible to create a custom widget to have a dashboard output detailed information based on the behavior of other dashboards and widgets. A filter will require another dashboard/widget to bring that information to the user interface, while the filter itself limits what data from the dashboard/widget to use.

Types of Dashboards

To make the most out of Filters, it is important to know Dashboards can be four different types: Ad hoc, global, object-specific, and drill-through.

Filters Section

From the navigation, click Filters. A page like this appears:

Open

Data Displayed

The More Actions menu

Open

Clicking on the More Actions menu allows for the following actions:

• Edit: Edits the filter.

• Delete Deletes the filter. It is only possible to delete a filter when it is not being used in a dashboard.

• Where Used: shows a list of Dashboards where the filter is currently being used. If the filter is not currently being used in a dashboard, it can be deleted.

Creating a new Filter

1. From the main Filters page, click on + New Filter. The following screen will appear.

Open

2. From this screen, select the type of filter you want to create from Lookup, Month Picker, or Date Picker.

Lookup Filter

1. While on the Data tab, select the report you want to base your filter on.

2. Select the Filter tab.

3. Set a name for your filter. All filters must have unique names.

4. Input the following settings for your filter.

5. When all the criteria have been set, click on

6. Save to save your filter.

Month Picker

1. Click the Calendar icon to set the month for your filter.

2. Define the Label to be shown.

3. Define the text to be displayed when the filter is empty.

4. Set a name for your filter.

5. Click the Save button to save your filter.

Date Picker

1. Click the Calendar icon to set a specific date for the filter.

2. Define the Label to be shown.

3. Define the text to be displayed when the filter is empty.

4. Select the type of filtering based on the date. The options are

   • Same as the selected date

   • Different than the selected date

   • After

   • After a selected date

   • Before

   • Before a selected date

5. Set a name for your filter.

6. Click the Save button to save your filter.

Adding a filter to a Dashboard

From the dashboard panel,

1. Click on the dashboard to which you want to apply the filter.

2. From the Actions Menu, select Edit Dashboard

3. Click the + button on the top-left side of the screen. and select the filter option. You can select a pre-made filter, or create one yourself.

4. Select the filter to be applied. It is possible to search for widgets using the search bar.

5. Click the Insert button next to the Widget filter to add it to your dashboard.

Open

Default Filters

CAM allows setting default filters for specific dashboards. Terms you may hear are with context and without context.

With Context means, it allows filtering on any column that is supported for users.
  There is no limitation based on the current user, but should be for all user metadata CAM supports that is contextually based on the data returned. If the firm wants a report to show documents and we want it to be limited to the current user, there are multiple columns that contain user info that the contextual filter can bring, including but not limited to, Author, Operator, SecurityACL, Owner, etc.

Without Context means if the user chooses not to specify context the parameters can be specified in the value properties within the filter.

Supported parameters are:

     i.) @current_user_id@

    2.) @current_user_email_address@

    3.) @current_user_cognito_id@

    4.) @current_date@

    5.) @current_year@

    6.) @current_month@

    7.) @current_week@