This article explains using, saving, and sharing filters in the Field list views. You can use filters when looking at tasks, plans, checklists, and much more.
Table of contents
User rights
Anyone on the project can create and save personal filters. Group admins can create and share filters with other users in their user group.
To learn more about searching and filters in Box, you can read this article: Search and filters in Box.
Searching in Field
Searching in the different areas of Field only searches within the current view. For instance, if you search in Tasks you will only get tasks as the search result. If you search in
Inbox the search results will only be for tasks in your inbox.
The example here shows searching in All tasks, but the process is the same for other folders or registration types.
The search bar is located at the top of the list view. Type in your search query and the search results are shown in the drop-down menu.
You can press enter to show all results in a list view.
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Note
The search functionality in Field also searches for words or phrases within registrations. This can be useful if you are looking for a specific word or phrase.
Using filters in Field
While searching for tasks can be useful, it is easier to set up filters to save certain list views for later use.
The example here shows creating and saving filters in All tasks, but the process is the same for other folders or registration types.
Filters work by selecting specific columns and values in the list view. There are multiple ways to create and customize filters.
Add a filter to the list view
You can create a filter in every list view with Add filter. This button will open a window, where you can search and select which columns you want to display.
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When you select a parameter from the window, it will be added to the filter. From here you can select which values for the column to show.
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Customize the list view
The default list views in Dalux are set up to show the most relevant information for each registration type. These can easily be customized, reordered, sorted, or grouped.
Click on the column name in the list view. A menu will open where you can :
- Change the sorting order
- Group by the selected column
- Select which values to show in the column
This can be done for each column to create a specific filter.
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Add, remove, and reorder columns
You can quickly add and remove columns on the right side of the list view, by clicking the -icon.
This opens a list of all the available columns (including custom values) and you can toggle columns on and off.
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Columns can also be removed by:
Clicking on the column name 'Remove column'
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You can reorder the columns by dragging and dropping them. You can also change the size of the column by dragging the edge.
Saving, resetting, and deleting filters
If you want to save a filter:
Click in the top right of the list view
Save as (for new filters) /
Save (for existing filters).
Name the filter and save it.
Note
If you are a group admin, you can save the filter to a user group. All users in the user group can find the shared filter in the side menu.
If you are not a group admin, you can only save the filter to 'My filters'.
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Saved filters can be found in the side menu for the registration type, that the filter was saved for.
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If you change the list view of a saved filter and wish to return to the original filter, it can be reset by:
Clicking in the top right of the list view
Reset columns.
If you want to delete a filter, you can do so by:
Clicking in the top right of the list view
Delete.
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Tips and tricks
You can set up advanced filters, which uses different conditions such as 'Contains', 'Starts with', 'Ends with' and so on.
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Subscribe to filters
You can be notified of changes to specific filters by subscribing to it. Filters that you have subscribed to will appear with an icon in the side menu. You will be notified when changes are made to registrations in the filter by users other than yourself.
You can subscribe to a filter by:
Clicking in the top right of the list view
Subscribe to filter.
To unsubscribe, repeat the process, but click Unsubscribe from the filter.
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Read more
If you want to learn more about using search and filters in Box, read this article: Search and filters in Box.