Filters and breadcrumbs
A filter is a set of conditions applied to a table to help you find and work with a subset of the data in that table.
You can apply, modify, create, and save filters. A hierarchical list of conditions at the top of the table — breadcrumbs — indicates the current filter.
Breadcrumbs offer a quick form of filter navigation. They are ordered from left to right. The left condition is the most general, and the right condition is the most specific. Clicking a breadcrumb removes all the conditions to its right. Clicking the condition separator (>) before a condition removes only that condition.
By default, a user with no roles cannot see the breadcrumbs or filter. Administrators can configure the ESS portal to allow unauthenticated users to see breadcrumbs and filters by using a script include. For more information on using script includes to suppress breadcrumbs and filters, see Use script includes to suppress filters and breadcrumbs .
Breadcrumbs.
Examples:
- Clicking Priority = 2 removes the condition Category = Software and returns all active incidents with a priority of 2.
- Clicking the condition separator (>) before Priority = 2 removes the condition Priority = 2 and returns all active incidents in the software category.
- Clicking All removes all conditions and returns all incidents in the system.
Click a breadcrumb to refresh the list of records and show the latest information for those records.
Note: Clicking the New button in a filtered list automatically applies the same filter to the new record. For example, clicking New in the Resolved Incidents list opens a record preset with State set to Resolved. In a list filtered for active, priority 1 incidents, clicking New opens a record preset with Active selected and Priority set to 1 - Critical.
You can change the preset values on the form as needed. If there is a field you do not want to have populated in this way, you can add the following dictionary attribute to the field: ignore_filter_on_new=true.
Additional navigational functions are available when you right-click a breadcrumb.
| Option | Description |
|---|---|
| Open new window | Opens the results list for the breadcrumb in a new tab or window. |
| Copy URL | Copies the URL to the clipboard for the results list of the breadcrumb. Follow browser instructions if browser security measures restrict this function. |
| Copy query | Copies the encoded query to the clipboard for the breadcrumb. You can use this query in the URL of an instance or in the reference qualifier field of a dictionary entry.For example, if you are viewing a list of all active incidents with a high or medium impact, right-click the breadcrumb and copy the query active=true^impact=1^ORimpact=2. You can append this query to the end of the instance URL as follows:
This selection is not available for the All breadcrumb. |
- Quick filters
To quickly filter a list using a value in a field, right-click in the field and select Show Matching or Filter Out. For date fields, choose from Show Before, Show After, and Filter Out. - Filters
A filter restricts what records appear in a list by providing a set of conditions each record must meet to be included in the list. - Save and use filters in a list view
Depending on your access rights, you may save filters for everyone, a user group, or yourself. You can apply saved filters and edit or delete them. - Filter admin functions
Administrators can work with filters in the Filters table [sys_filter], including creating, editing, and deleting filters. - Encoded query strings
An encoded query string represents a complex filter on a list of records.
Parent Topic:Lists in the classic environment
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