Table of Contents
Filtering: Overview
Updated
by Jennifer Trower
Read Time: 5 mins
Within Sonar, you will come across multiple areas where you are provided the opportunity to filter provided tables. Each table provides you with filter options that pertain to that individual table, which ensures that you have the right tools to view the information you are seeking.
Using Filters
You can begin using filters by entering text into the Search Bar or selecting the Filter icon, providing you the opportunity to select further filtering. Each selection will further narrow down the subset of items you are viewing.
- The Search bar allows for a quick Term Search or Filter selection. Pressing Enter is required to begin the search if you are not using a Filter preset or a Saved Filter.The Filter by: options will change depending on the table which you are filtering within your instance.
- The Filter button will open the Filter editor, which allows you to choose a preset filter and then narrow down the subset items.
- Applied Filters allows you the ability to see the number of filters you have selected for your current view. It also allows you to hover over the number and view what filters are in use, or clear the selection by clicking on the “x”.
- The Save button allows you to save your filter options as a Public Saved Filter or Private Saved Filter.
- The Sorter allows you to select how you sort the results of your filtered information.
Using the Filters Menu
Sonar provides you with a simplified view of the Filters available. Clicking on the Icon button → drop arrow in the Choose Filter field, will open the Filters menu, allowing you to see a few different selections for your filtering needs.
- The Saved Filters section provides you with a view of all Public and Private Saved Views. If permissions are enabled, you can make edits to all Saved filters in this section. If permissions are not enabled, then you can only edit Private Saved Filters.
- The Filters section provides you with a list of more commonly used filters that you can choose from. These filters will change with each table to accommodate the most accurate information necessary for filtering that particular table.
- The Browse More Filters button will open a new pop-up window providing you with a detailed selection of more advanced filter options, which allows you to further narrow down your subset of information you wish to gather.
Saving Filters
After you have made your Filter selections, you can save your options by clicking the Save button.
This will open a pop-up window providing you with options for saving your selections.
- The Name field is required and allows you to name the Saved Filter.
- The Confirm Filter section provides you with a view of what Filters you have currently selected and want to save. These can be edited within this pop-up window.
- The Delete button will remove the filter row it is associated with from your selected choices.
- The +And button allows you to add another filter option to your selection. When using +And between filter rows, only results that meet the criteria of both filter rows will be shown.
- The +Or button allows you to add another filter option to your selection. When using the +Or between filter rows, results that meet the criteria of either filter row will be shown.
- The Make available to other users checkbox is available to make this Saved Filter a Public Saved Filter.
- The Include sorting in this Saved Filter checkbox is available if you wish to save a particular sorting option with your Saved Filter.
Once you have completed filling out the fields and selecting the optional boxes, click Create to save your Filter.
Permissions
Most features related to saving filters work without any additional permissions given to a user. However, without permissions given, users will be unable to create new, edit existing or delete any public saved filters. All users can create their own new private filters, and edit any of their own filters too.
To adjust these permissions, navigate to Settings → Security → Roles and then select the role you need to modify. With the new menu populated, scroll down to the Misc section and enable the applicable permissions.
Public Saved Filters
To view a complete list of all public filters in your instance, navigate to Settings → Public Saved Filters. From here, you will be able to see the name of the filter, along with the page it is tied to.
If the 'Update a public saved filter' permission is enabled, you can rename any Public Saved Filter by clicking on “Edit”. Any further adjustments required must be done from the page it is tied to, as shown in the 2nd column.
If the 'Delete a public saved filter' permission is enabled, you can remove a Public Saved Filter from your instance by clicking on the “Delete” button. Any users who may have been actively utilizing it will continue to use the same filtering and sorting selections until they either clear their filters or log out.
Updating a Saved Filter
In the event you need to modify an already existing Saved Filter, you would first need to select the Saved Filter. Then, you can make the relevant adjustments to the filters and/or sorting, and click the “Update” button.
In the pop-up window, you will have the option of renaming the filter and confirming your adjustments before saving the changes.
Saving as a New Filter
After selecting the filters you need, you can save your selections by clicking the dropdown arrow next to the Update button. This will open the “Create Saved Filter” pop-up window allowing you to Name the Saved Filter, adjust any of your filter selections, make your Saved Filter available for public viewing, and your sorting preference, if applicable.
Once you have finished selecting from the options provided, click Create.
Deleting a Saved Filter
To delete a Saved Filter, navigate to the Filter button, and click the delete button next to the Saved Filter you wish to delete.
A window will open to confirm you want to delete the selected Saved Filter. Click Delete to confirm.
