Filters allow you to reduce the results of a search, whether you're on the Team Search page, the Team Roster page, or the People Search page. Filters allow you to find the type of team (or person) that you're looking for.
For example, you can apply some team filters to only display teams that started this year and that are currently active.
This article goes over the different ways that you can filter your results.
How to apply filters
To apply a filter, click on the "Filters" button just under the search bar (it's just "Filters" on the Team Rosters report).
If there are any filters applied, there will be a number before the word "team". Most commonly, there will be a single filter applied so that you're only viewing active teams.
Clicking the button will open a filter menu.
In the example above, a single filter has been set: Team Status is Active. This will show only teams that are currently in the "active" status. (Read here about active vs. archived teams.)
The left-most dropdown menu will list all your available filters. These include system filters, such as "Team Status" and "Start Date", and your team custom filters, if you have any set up.
The next dropdown menu lists all the operators available for that filter. Examples of operators are "is", "is not", or "contains".
The third dropdown or field (if there is one), will let you set the parameters of the filter. For example, if you selected "Team Status" as your filter, "is" as your operator, the third field will let you specify whether you'd like to see only teams that are "active" or "archived."
Notes and Tips
- Currently, the results will match the results of all of the filters you apply (an "and" statement). So if you apply a filter to show all "active teams" as well as all teams that you've designated as "committees", the results will show only active committees.
- You must press the purple "Apply Filters" before the filters are applied.
- Clicking cancel will not apply any filters. It will simply close the filter panel.
Some of the filters are available for all clients. We call these system filters, and they let you filter on things built into the system, like team status and when a team starts or ends.
Team status is our way of saying, "is the team active or archived?" If you want to see all teams, just remove this filter completely.
Team Start and End Dates
As the name would imply, these filters allow you to add filters around the team start date or end date (or lack thereof).
Person Name (Team Rosters only)
If you'd like to filter on a specific person's name, use this. It'll search and filter on both the first, middle, and last name.
Person Job Title and Company (Team Rosters only)
Fairly self-explanatory. If you're looking for someone with a particular job title or company name, use these filters. These filters are tied to the system job title and company fields.
Position Name (Team Rosters only)
The name of the position that the person is on for that particular team.
Position Status (Team Rosters only)
Whether the person on the team is Picked, Invited, Accepted, or Declined.
Custom Field Filters
Every custom field that you've set up can be filtered on. This includes team fields, person fields (Team Rosters only), and tracked fields (Team Rosters only). Depending on the type of custom field, though, you will have different options.
Checkbox, Dropdown, and Tagbox Fields
These are the fields that have values associated with them. Filters for these three field types share the same operators and options.
- "is any of"
- Will let you pick from all the associated values. If the team has any of those values, then the team will be part of the results
- "is not any of"
- The opposite of the above. If the team has any of the selected values, then the team will not appear in the results
- "is empty"
- If this particular field is blank/unassigned/empty/null/pick your adjective, then it will appear in the results
- "is not empty"
- Opposite of the above. Basically, if the team team has any value at all in that field, then it will appear in the results.
Long Answer and Short Answer
- Will show all teams that match the exact value in the field to the right
- "is not"
- Will show all teams that do not match the exact value in the field to the right
- Will show all teams that have the value in the field to the right somewhere
- "does not contain"
- Will show all teams that do not have the value in the field to the right somewhere
- "starts with"
- Shows teams that begin with the value in the field to the right
- "ends with"
- Shows teams that end with the value in the field to the right
Other cool stuff you can do with filters
- If you consistently apply the same filters to your search results, you can save a view. Check out this article to learn more about saved views.
- For Team Rosters, you can export your results.