Filters
Filters allow you to access information quickly.
There are several ways to search information in Airdesk. It's very important for users to explore the multiple ways of filtering and searching. You can see below an example of Filters in the Deals area:
There are several concepts that you should be familiar with:
Simple Filters
The first tool, "Filter", provides basic elements such as:
Account
Active notifications
Assigned to
Company
Created by
Department
End date
Inactive notifications
Manager
Name
Nº
OPV
Pipeline status
Read
Start date
Status
Team
Unread
Value
For some elements that users wish to filter, they are given the following conditions:
Is equal to,
Is different from
Is less than
Is less than or equal to
is more than
is more than, or equal to
starts with
ends with
contains
does not contain
is empty
is not empty
Advanced Filters
The "Advanced Filters" tool allows the user to create and share filters using the "and" and "or" operators, combined with other filters.
By clicking on Advanced Filter, you'll initially see: "Show all", "Search" and "Create advanced filter".
By clicking on "Create advanced filter", a slider opens on the right side of the screen with the following fields to fill in:
Filter name
Public option - for the filter to be available to all workspace users
Users field - for selected users
Last updated