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Easy AdminDynamic filters

Author: Easy Admin Displayed: 91
Created: 01 Jul 2021 Updated: 21 Jul 2021
Version: 5
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How to use Dynamic filters

Introduction
Dynamic filters on the task list
Dynamic filters on the project list
Dynamic filters on spent time entries
Dynamic filters as a configurable module on any personalized page
How to set up and control dynamic filters
Permissions related to filters
Corner situations
Filters 1.0

 

Introduction

Dynamic filters are a tool that allows you to browse through any amount of data much easier and immediately display the desired results, so you can find your tasks, projects, or logged time much faster than with the standard filters (Filters 1.0). Dynamic filters represent the next generation of filters, which you can create, save, and apply on just specific entities of Easy Project, namely the task list, project list, spent time entries, and as a configurable module on any personalized page.

 

Dynamic filters on the task list

To activate dynamic filters on the task list, open the task list » click "Filters" » click "Dynamic filters".

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Dynamic filters on the project list

To activate dynamic filters on the project list, open the project list » click "Filters" » click "Dynamic filters".

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Dynamic filters on spent time entries

To activate dynamic filters on spent time entries, navigate to the More menu » Time reports » Spent time or Personal statement » click "Filters" » click "Dynamic filters".

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Dynamic filters as a configurable module on any personalized page

To add dynamic filters as a configurable module on any personalized page, click the "Customize this page" button (on the bottom of the page) and select module "Dynamic filters" from the list of available modules.

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How to set up and control dynamic filters

Here we explain how to set up and control dynamic filters using the example of a configurable module on any personal page.

At the very top right of the module, you can see three icons (trash bin, pencil, cross) to delete, edit, and collapse/expand the module. Using the pencil icon to edit the module, you can change filtered entity type (tasks, spent time, projects), name your filter, load an already saved filter, or import a filter from a specific URL address that you enter here.

Just below those icons, there are three more icons (floppy disk, grid, 3 dots), which allow you to update an already saved filter with the current changes (not working for an unsaved filter), customize the filter columns (change their order or remove some) or search inside the columns, and eventually open the filter settings using the 3 dots on the far right. In the Settings menu, you can refresh the filter to display the most up-to-date data, copy the URL of the current filter to easily import it on any other page (via the Import feature in the module setting), save the filter (by clicking "New filter") as well as change the filter layout (bordered, display filters, show total row, size).

In the top-left corner, you can select filtering criteria (such as "Date" or "User is"). Next to it on the right side, you can change "Sort by" attributes (maximum 3 attributes such as date, task type, or activity), "Group by" attributes (such as date, year, or activity), and "Show as" attributes (list or tiles).

Below is the matrix with filtered results and column names complemented by triangular icons that allow you to easily sort the results by that particular column in ascending or descending order. Next to the column names, there are also 3 dots, which you can use to insert, pin, or remove a particular column. To edit any particular item in the columns, just click on any – some fields can be edited just by typing a new value into the field, some fields have a drop-down menu with available values to select from, and some fields have an edit icon, which redirects you to the editing page of that particular item.

In the leftmost column, there are checkboxes that allow you to select one or more rows to edit, delete, or change a specific attribute in bulk (the Actions menu pops up automatically just after the row selection). Finally, in the lower right corner, you can set the number of items per page and browse through the pages of the dynamic filter.

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To show dynamic filtering mode on all supported lists by default, navigate to the More menu » Administration » Settings » General » Dynamic filters' settings » check "Show dynamic filters by default".

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Permissions related to filters

Dynamic filters use the same permissions as standard filters (Filters 1.0), so you cannot set up any extra permissions for them. Permissions related to filters can be set up in the More menu » Administration » Roles and permissions.

 

Corner situations

The "+" and "-" icons to expand/collapse a project tree are always a part of the first-from-left column in the matrix of dynamic filters, no matter what particular column it is.

Filters 1.0, Release notes for version: 11.0
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