The Filters tab lets administrators prepare filters centrally and decide who can use them. Users then apply a ready-made filter in one click instead of building the same selection by hand every time.

The filter list

Each row shows:

• Name — the text users see. It can contain a variable, for example #value#, which is replaced with the value the filter is currently set to.
• Object — the data the filter applies to, for example HCP.
• Type — how the filter looks to the user: Multi select for choosing several values from a list, Toggle for a simple on/off condition.
• Pinned — whether the filter is shown immediately or hidden behind the additional filters button.
• Visibility — Public for everyone, or Restricted access for selected profiles.
• Modified — when the filter was last changed and by whom.

Use the field under a column header to filter the list itself.

Add or edit a filter

Click Add, or click a row to edit an existing filter. The form has two steps.

Step 1. General

Set the filter properties: the Name, the Object it applies to, and the Type. Click Next to continue.

Step 2. Visibility

Decide who sees the filter and how prominently.

• Visibility — Public makes the filter available to everyone. Restricted access limits it to the profiles you list below.
• Pinned — when the toggle is on, the filter is shown in the filter panel straight away.
• Visible to — the conditions that decide who gets the filter. Build a condition from three parts, for example Profile — Equal — Role user Fill. Click Add for another condition, or Add group to combine conditions into a group. The minus icon removes a condition.

Click Save to apply the filter.