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Overview
Use filters to display a sub-set of data in a chart. When you create or edit a filter, PhixFlow displays a window where you can specify a set of clauses. Each clause contains a number of conditions.
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You can name and save filters for future use, or use them temporarily.
For information about other settings, see Form Descriptions.
Filter Window
Toolbar
Apply the filter without saving it.Insert excerpt _filter_apply _filter_apply nopanel true
Save without closing.Insert excerpt _save _save nopanel true
Save and close.Insert excerpt _finish _finish nopanel true
To save a filter for future use, after entering the details remember to save the filter.
Filter Tab
| Field | Description | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Name | The name of the filter. | ||||||||||||||||
| Stream Name | The name of the stream to which the filter applies. | ||||||||||||||||
| Private | Available to users with the Create Public Filters privilege.
| ||||||||||||||||
| Protect during import |
| ||||||||||||||||
| Access Permissions | |||||||||||||||||
| Available to users with the Create Public Filters privilege, when the Private check box is not ticked. | |||||||||||||||||
| All Users Can View Filter |
| ||||||||||||||||
| User Groups | Available when All Users Can View Filter is not ticked. Select the user groups who will be able to view this filter. | ||||||||||||||||
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| Field | Description | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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. | ||||||||||||||||||
| Indicates the value entered is a literal value. Click this icon to switch the value as an expression. | ||||||||||||||||||
| Indicates the value entered is an expression. Click this icon to switch the value to a literal value. | ||||||||||||||||||
| Ignore Case |
Whether or not the check box is ticked by default depends on the underlying stream attribute property tab → Advanced section → Filter conditions are case-independent by default.
| ||||||||||||||||||
| Display the filter picker. Click this icon to display a list of possible values to filter by. See 9106735950, 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:
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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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