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:
Title
Description
Pipeline
In Airdesk, there is the concept of Pipeline. In this area, you can select which pipeline you want to view. If you only work with one, the field is disabled. This is not compatible with all views.
Filter
The filter is different depending on the view and the type of content that is being worked on. One of the advantages of Airdesk is that the filter is applied to the URL/LINK of the Browser, that is, it can be shared by email or chat with colleagues or even be saved in favorites.
Advanced Filter
The advanced filter requires greater dedication and is usually used for complex combinations and situations that users want to re-use constantly.
Color
Ordering
You can combine up to 3 sequences and also sort data in ascending or descending order.
Group (β)
This feature allows the grouping of information. It only works with the list view.
Restore All
Airdesk restores the views by default to: Assigned to ME in Active state.
Remove All
When you need to view all the information, it's faster to click on this button to remove every filter.

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
  • 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 modified 1yr ago