I have here a long-time issue that drives me nuts.
I need to be able to set a default filter that will always be on (the red area). So the condition after it must be an AND, not OR as is now.
Then I need to have a few optional pinned filters that take into account the data already pre-filtered by the default filter. Each one goes with the OR condition.
@mdubakov , any chance for you guys to implement this any time soon?
It looks like the first filter group (red box) contains filter criteria which are already part of the pinned quick filters.
I don’t see a reason why you need the first group at all.
Alternatively, you could have 3 AND-joined top level filters:
the two in the first group plus a Type is … filter, where you make it a quick filter with no default value.
Then users have a drop down for switching between Types
I don’t want the pinned filters to have the same criteria that’s set for the default filter. I want the pinned filter to inherit the default filtering logic automatically so I can set the additional filtering criteria on top of the default one.
Yes, that’s what my second suggestion was about
The problem there is that when all pinned filters aren’t pressed/activated, I see the data I don’t want to see because I want that data to be filtered out by the default filter which in this case should not be shown at all.
My suggestion was 3 filters:
1 for the Hubspot filter (default, always on)
1 for Status is not completed (default, always on)
1 for the Type field (no value chosen, pinned as quick filter)
The non-Architect user will see a single quick filter that allows them to choose any possible Type value (without affecting the default filters)
Would you unite them all using AND or OR conditions?
I can’t use combination of AND and OR with the marked ones - that’s either or:
Ok, created the test the way I’d want that to be seen:
But the problem here I cannot combine both AND and OR conditions.
Like, default AND (option1 OR option2 OR option3)
Don’t use filter groups.
3 top level filters.
AND-joined.
The third filter is a Type is … filter (with no value selected). It is the only one pinned as a user-selectable filter (they can choose any value).
I created the same way an additional filter - by State and also pre-selected the filters I’d like to see in the filter’s dropdown.
But the State filter still shows me all possible states.
@Chr1sG , why is that?
Well, when you encounter them, feel free to ask here and we’ll try to help.
