The filter feature allows you to narrow down repository data based on object properties.
After selecting a property (e.g., On View), the system automatically populates the available values for that property, making it easier to choose from relevant options. The operator is set to equal and cannot be changed.
Related Objects: It displays the list of all active current objects which has a relationship to or from the selected object definition.
NOTE: Future state objects are currently not visible in the repository.
Click the Apply filter(s) option to update the table and view the filtered results. This option does not save the filter in the repository.
Save Query
You can now save any set of filters as a reusable Quick filter, eliminating the need to rebuild queries each time. This feature lets you store custom filter configurations in the repository and reapply them with a single click.
You can save the filters set on the table and also the grouping in the columns. Once applied, these filters are saved and applied correctly when you refresh the page.
Use Quick filters to:
Apply frequently used filter combinations
Standardize views across your team
Prepare filtered views for recurring tasks, audits, or reviews
Follow the steps below to save a new filter,
Open the Repository and select the object definition.
Click the Add filter option in the filter bar to apply desired filters, e.g., Related object = customer survey.
To save a query, click the Quick filters option and select Save as new quick filter option.
In the pop-up, enter a Filter Name and click Save.
Saved filters appear immediately in the Quick Filters dropdown for easy access. They are grouped by object definitions to help you stay organized.
From the Table
Another method to apply the relevant filters directly from the data table, right-click on a value within any object property column and select the Add to filter option. You can see the filter gets added in the top bar. Click the Apply filter(s) option to update the table and view the filtered results.
Add Filters on the Questionnaire
This filter is applicable within the table on already loaded data. Currently, this is the only option to add a filter to the questionnaire fields.
When you apply a filter to a column, a filter icon appears next to the column name. This helps you identify which columns have filters applied.
Delete Filters
NOTE: You can delete a filter only if you created it or if you are an admin.
Click the Quick filters option and apply the filter you want to delete.
Select the Delete [filter name] option.
Confirm the action to remove the filter from the repository permanently.
Remove Filters
To remove filters from the query section at the top, remove each filter one by one, then click Apply filter(s).
To manage filters from the table, click the three dots menu and select Filter option. You can see all the applied filters. From here, you can add new filters or remove existing ones.
Permissions
You can edit only the fields where you have read/write access. Fields where you don’t have permission appear as read-only and are grayed out. You can still copy data from these fields to the clipboard.