OBJECT FILTER VS BACKEND FILTER
Difference in the use of the Smart Filters in Objects and the Backend:
- Object Smart Filters: are used on the attributes that are specific to the Object, and which cannot have the second instance of it for this Object. For example: the name, DOB, last Login Date - all of those have only one instance for each Object.
- Backend Smart Filters: are used on the Events of the Objects, the events have multiple instances due to their multiple calls: the Button of Submitting the expense is pressed each time the AppUser submits the expense, if AppUser submits the expense once a week, we would have 4-5 Events of pressing the Submit Expense button every month.
WHERE TO FIND SMART FILTERS
Once navigate to the Objects or to the Backend, the Filters that you created will be visible for you. If the Filter is colored green, the filter is selected and all the records that fall under the condition are shown, if you click the filter highlighted green, you will unselect the Filter selection and all the records will be shown.
CREATING NEW SMART FILTER
To create new Smart Filter, click "ADD FILTER" at the top left corner, then click "Create New Filter".
This would open up a pop up with some fields that are described below.
- Smart Filter Name: the name that you enter for the Smart Filter would appear in the header of the Filter.
- Smart Filter Measure: unit of measurement for the Smart Filter. This might be a quantity of something, or the currency.
- Description: the description of the Smart filter that you enter would appear if you mouse over the Filter.
- Owner: the business user who created the filter. All the users that have the same Role as Creator can manipulate the Filter.
- CONDITIONS: select the parameters that we want the records to be filtered on. the most useful parameters to be used in the filter are: CreateDate, UpdateDate, Name, Phone, BackendName.
- SORTING: select the parameter you want to apply sorting on. For example: you can select the Object Name and select if you want the sorting to be in ascending or descending order.
- AGGRIGATE: numerical representation the result: do you want just the number of Records to be shown or if you made a selection on the numeric field you might want to know the average or the numbers or maybe the sum the numbers up or to see the biggest digit.
- PERIOD: time period that is applied to the filter. this might be a fixed period, like 1st of May to the 1st of June, or it might be a dynamic period, for example we can show the results for the 30 days only, or for the whole period, but excluding the last 30 days.
- COMPARE: if you check the checkbox, you would be able to select the second period of time and make a comparison of the results between first and second one.