Pin filters in filter groups

Pinning filters is nice, but they only work on top level filters and not within grouped filters.

Use case:
I’d like to pin the “Is Complete” filter inside the group.


Using this combo is the only way i could find how to make a button to “Show all” using filters, without clunky language like “Only show incomplete”.

Looking at your current filter setup, everything is logically AND’d, so I’m not sure why you are using a group at all.
They could all be top level filters, and any of them could therefore be quick filters.

Ah you’re right! I missed it in the screenshot, I was playing around to see if I could get it to work. The group looks like this:

Stage → Is final: False
or
Stage → Is final: True (pinned)

Not:
Stage → Is final: False
and
Stage → Is final: True (pinned)

When both are on it does not return anything as nothing is both true and false at the same time. My bad!

OK, I didn’t get what you were trying to do.
Why not have two groups:

Deal Owner is Me AND
Stage → Is final: True

OR

Deal Owner is Me AND
Stage → Is final: False

?

And have both groups as pinned filters.
You can then switch between showing

  • all deals you own (both filters active)
  • only Final deals you own (first filter group active)
  • only non-Final deals you own (second filter group active)
  • all deals (neither filter active)

It could work! But it has a few downsides:

  1. Can’t see all open deals. Not only mine. If I check to show only open, it also checks to show only mine.
  2. Doesn’t feel so elegant. It would mean two pins: 1. My Open Deals. 2. My Closed Deals. It takes cognitive load to understand what will show when I turn them on and off. I’d much perfer two pins: “My Deals” and “Show Completed” I feel thats a lot more intuitive.

I can’t see a way of doing without (at least) two pins.

OK, then I’m not 100% clear on what you expect to happen with these two filters.

Is it this:

If both off - show all deals
If #1 on and #2 off - show only my deals (completed and not completed)
If #1 off and #2 on - show only completed deals (mine and other people’s)
If both on - show my completed deals.

?

Or something else?

Almost.

Both off:
Show only open deals

1 on 2 off:
Show my open deals

1 on 2 on:
All my deals

1 off 2 on:
All deals

It’s using this mechanism I found it to be most elegant. “Show completed” like this:

Stage → Is final: False
or
Stage → Is final: True (pinned with name “Show Completed” )

If you invert the intention of the 2nd filter, so that it is ‘Hide Completed’ a.k.a. ‘Only Open’ then you can achieve what you need, and it still feels fairly intuitive (at least to me):


But maybe this is what you think of as ‘clunky language’ :person_shrugging:

Ultimately, combining filters (or filter groups) is always going to be either more restrictive (when AND combined) or more permissive (when OR combined).
It seems like your objective is to have a mix, where filter #1 going off to on is restrictive (all users → just Me) but filter #2 going off to on is more permissive (only Open → all deals).

Yeah, this is possible! Thanks! But indeed it’s still not the ideal.

By default (no filters on) I’d like to only show all open. This feels like the least cognitive load for understanding. You don’t need to see completed often, so that should be toggle to turn On, not one to turn off. Yes, ther are workarounds, but the reason for the request is to have more flexibility when making pinned filter that result in better UX for the end user.

Yes! And if we could pin filters within filter groups, this can be done easily!

In my humble opinion pinned filters just like Notion does is the way to go. That will solve all this back and forth.

This UX tension has been posted on several different threads. Including me.

Right now, It’s complex, it’s not intuitive.

But, iam aware the conversation here is aiming to solve with what we have now. So it’s great.

2 Likes