Data filter controls in Yeeflow are a powerful tool that allows users to create custom search criteria for any data stored in the platform. This includes a variety of filter types, such as text filters, number filters, date filters, and dropdown filters. Filters can be combined using AND and OR operators to create complex search queries.
Data filter controls can be added to Yeeflow approval forms, list forms, and dashboards to allow users to filter data as they view it. For example:
A sales team could use data filters to create custom views of their lead list that show leads who are in a specific stage of the sales pipeline or who have a certain budget.
A customer support team could use data filters to create custom views of their ticket list that show tickets that are related to a specific product or that have a high priority.
A product development team could use data filters to create custom views of their bug list that show bugs that are related to a specific release or that have a high impact.
Data filters can be used by anyone in Yeeflow to improve the way they interact with data. They are a powerful tool that can help users to save time, find the information they need more quickly, and make better decisions.
Types of Data Filter Controls
Yeeflow offers a range of filter controls, each serving unique search and data filtering needs:
Type
| Descriptions
|
A text box enabling users to perform text-based searches. | |
A dropdown list for selecting a single option. | |
A list of checkboxes, allowing the selection of multiple options. | |
A collection of radio buttons for choosing a single option. | |
A slider allowing users to visually narrow down data within specific value ranges by adjusting slider handles.
| |
a list of checkboxes, enabling multiple selections with individually customizable value ranges. | |
Features two date picker controls for selecting a date range. | |
Customize and refine datasets based on selected time frames. |
Each control provides two operational options: triggering upon value changes or associating with an Apply button, which activates upon clicking. For more details on Apply types, refer to: Understanding "Apply Type" Settings in Yeeflow Data Filter Controls.
Data Filter Buttons
Two additional buttons enhance the functionality of the Data Filters control panel:
Apply Button: Used to submit search requests for all linked filter controls. The filters only activate upon clicking this button, even if values are changed beforehand.
Remove Filters Button: Resets the filter conditions for associated controls.
Utilization of Data Filter Controls
Each filter control is linked to a filter variable, accessible in the control's properties panel under 'Content/Basic Settings'. This variable stores the filter conditions and can be employed in various Yeeflow features:
Data Table: Displays a list of items from a data source.
News: Shows a collection of data as news cards.
Gallery: Presents a data collection as an image gallery.
Gantt: Visualizes data in a Gantt chart format.
Document Library: Exhibits documents from a library.
In approval forms, you can also use filter variables to filter Lookup and Lookup List controls.
Data Analytics in Data List Form or Dashboard: Includes Pie Chart, Column Chart, Line Chart, Gauge, Funnel Chart, Color Block Heatmap, Summary, and Pivot Table.
Using Filter Variables in Data Source Related Controls
Filter variables in Yeeflow are powerful tools for refining data retrieval across various data source-related controls. To effectively demonstrate their usage, we'll focus on the Data Table control as a prime example. The process outlined here is also applicable to other similar data source-related controls, ensuring a uniform approach across different functionalities.
Step-by-Step Guide to Using Filter Variables in Data Table Control
Adding a Data Table Control
Initiate the Data Table Control: Start by adding a new Data Table control to your form or dashboard.
Access Control Properties: Navigate to the control's properties settings panel and select the 'Content' tab.
Data Source Selection: In the 'Data settings' group, choose your data source, which could be a Data List, Document Library, Form Report, or Data Report.
Configuring Data Filters
Data Filters Settings:Locate the 'Data Filters' settings. Click on the 'Condition' button to open the Data Filters settings window.
Add a Condition: Click the 'Add Condition' button. Select a field from the first dropdown list, then choose a condition from the second dropdown list.
Dynamic Value Model: Click the 'Switch' icon at the end of the value column to switch to the Dynamic value model.
Expression Editor: Click the 'Editor' icon to open the Expression Editor window.
Inserting Filter Variables
Selecting Filter Variables:In the Expression Editor, click the 'Expression' button on the top toolbar. In the pop-up window, locate and check 'Filter variables'. Select the desired filter variable from the list.
Inserting Filter Variable: Click 'Insert' to add the filter variable into the Expression Editor. Click 'OK' to close the window.
Adding Multiple Conditions
Multiple Filter Conditions: Repeat the above steps to add multiple filter conditions, if necessary. You can opt to filter data using either 'AND' or 'OR' logical conditions.
Special Note for Checkbox Filters
Checkbox Filter Variables: When dealing with filter variables associated with a Checkbox filter, which may include multiple selected options, set the filter condition as 'In' or 'Not In' to accommodate multiple values.
Special Note for Search Filters
Search Filter Variables: When handling search filter variables, particularly for lengthy entries, set the filter condition as 'Begin With' to narrow down results based on the initial characters of the variable.
Integration Across Multiple Data Source-Related Controls
The power of Yeeflow's Data Filters controls extends beyond individual applications. These filter variables can be used as conditions across multiple data source-related controls. By doing so, when users interact with any of the Data Filters controls, the corresponding filter variables are applied across these controls. Consequently, all the data source-related controls will refresh their data based on the predefined filter conditions. This interconnected functionality ensures a cohesive and efficient user experience, as changes made in one control can dynamically update data across various aspects of Yeeflow.
Filter variables are a powerful tool that can be used to create custom filter conditions for data source related controls in Yeeflow. By using filter variables, you can filter data based on the values of other controls on the form, or on the current user's context.