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Overview
Use filters to display a sub-set of data in a chart. Filters are made up of a When you create or edit a filter, PhixFlow displays a window where you can specify a set of clauses; each . Each clause in turn contains a number of conditions.
You can name and save filters for future use, or use them temporarily.
Buttons:
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Filter Window
Toolbar
Apply the filter without saving it.Insert excerpt _filter_apply _filter_apply nopanel true Insert excerpt _save _save nopanel true
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- Save without closing.
Insert excerpt _finish _finish nopanel true
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- Save and close.
Filter tab
If you want to save this To save a filter for future use, enter details and saveafter entering the details remember to save the filter.
Filter Tab
Field | Description | ||||||||||||||||||
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Name | The name of the Filterfilter. | ||||||||||||||||||
Stream Name | The name of the Stream stream to which the Filter filter applies. | ||||||||||||||||||
Private | This field will only be visible Available to users with the Create Public Filters privilege.
to you, the filter | Protect during import | Tick this field to prevent this Filter being is automatically private.
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Protect during import |
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Access Permissions | |||||||||||||||||||
This section will only be visible Available to users with the 'the Create Public Filters' privilege privilege, when the Private check box is not ticked. | |||||||||||||||||||
All Users Can View Filter | This field is only visible if Private is not ticked. Tick this field if all
can use this filter.
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User Groups | If ' Available when All Users Can View Filter'Filter is not ticked , select. Select the user groups who will be able to view this filter. |
Build a filter by adding conditions and clauses.
| Add a clause to the filter. Hover over the editor to the right of a condition to see this button. | ||||||||
| Delete the selected clause or condition from the filter. Hover over the editor to the right of a condition or clause to see this button. | ||||||||
The value entered is a literal value. Click this icon to change this, if you want to use an expression. | |||||||||
The value entered is an expression. Click this icon to change this, if you want to enter a literal value. | |||||||||
Ignore Case | The condition matches values ignoring case e.g. "abc" would match "abc", "Abc", "ABC", etc. The default setting is defined on the underlying Stream Attribute. | ||||||||
| Display the filter picker. Click this icon to display a list of possible values to filter by. See Using Filter Pickers, below. |
Description tab
Optionally, enter a description to explain the purpose of this filter.
Some Filter Examples
Create prompt filter
You can create a filter that will prompt users to enter a value, and filter based on that. For example, if you have data which contains people's names, you could create a filter like:
Name contains
_prompt.EnterName fx
Filter on Current User
If your data contains details of the user, you may be able to filter based on the currently logged in user. For example, to set a filter where the owner equals the current logged in user, add a condition to the filter:
Owner equals
_user.name fx
Enter a list of values for an "Is In" or "Is Not In" filter
If you want to select a set of records which have a field set to one of a range of possible values you can do this by selecting the "Is in" or "Is not in" comparator from the drop down list and then simply typing the list of values into the edit box to the right of the comparator as a comma separated list like this:
Country Is in
England, France, Germany ABC
Alternatively, you can enter the comparison value as expression:
Country Is in
["England","France","Germany"] fx
Using Filter Pickers
If the stream view that you are filtering on has Allow Filter Picker selected, then PhixFlow displays the icon after the value field. To use a filter picker:
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Tip | ||||||||
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There are some scenarios where PhixFlow cannot generate the list of values for a filter picker list.
In these cases, PhixFlow automatically hides the icon
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