Using advanced filters in apps

Modified 2 weeks ago

Abhiram

The advanced filter feature allows Kissflow app developers to control the data shown to specific users while they view a component on a page. It eliminates the need for creating multiple views and reports with different filters to display relevant data to different app users. This not only saves time but also makes it easier to maintain the reports and views inside the application.

Creating advanced filters in views and reports

Advanced filters can be accessed and set up on your process, board, and data form reports, as well as on board and data form views. For example, consider creating an advanced filter in a data form view. It's important to note that the same steps apply to other views and reports as well.

  1. Sign in to Kissflow to create an app.
  2. Inside the application builder, create a data form > data form view.
  3. In your data form view, go to Data filter > click Add button () > Add a filter.
    Advanced filter selection
  4. Under Advanced filter, select the criteria you want to filter by from the dropdown menu. You can choose from the pre-populated options.
  5. Next, pick the conditional operator and the desired filter value. You can select a value, field, or parameter.
  6. Specify the corresponding value and click Apply.
    If you have selected the parameter value type, you can specify a $value for it. With this parameter value, you can call custom views and reports based on the user's role.
  7. To clear all filters, click the Clear button.
  8. Once the filter is saved, it's listed under the data filter section as a condition. Save the data form view.
You can apply multiple filters at once to further narrow down the data.

If you've chosen a parameter value,

  • use lowercase and separate words with an underscore (_).
  • start the value with a $ symbol.  
  • maximum length should be 32 characters.
  • write in the English language only.

The advanced filter feature gives the application developers the ability to:

  1. Add conditions using different fields within the same app.
  2. Ability to apply AND/OR operators between groups of filters.

The advanced filter is mostly used by app developers who build reports and views and add these as components of a page in an app. The feature is intended to be used in apps, such as Employee Management, where users are maintained via a data form, and the Current_user() function in the report configuration does not work.

While using the parameter value in the Advanced filter, the app developer will be able to specify a $parameter value for a certain parameter in data form views and board views or board/process/data form reports.

Assigning filter parameters to page components

When a developer adds a specific view or report as a component to a page, all the parameters associated with that view or report will be listed under the Filter parameters section of the page builder.

As a developer, you can assign values to the $params. These values can be application variables or input parameters defined by you. Any filter parameter field that are left without a value will be ignored, meaning the filter condition will not be applied when rendering the report or view.

For example, with the aggregate or currency fields, the developer can provide a dynamic currency value, and for a DateTime field, the developer can provide a value such as "27-02-1989 - 19-03-2019".

Did you find the article helpful?

Powered by HelpDocs (opens in a new tab)