Smart Filters

SMART FILTERS

Smart filters is the part of the Objects and Backend in the Mobsted PWA platform. Smart filters allow you to operate with the data for the various purposes.

For example: you can check how to check how many have used your app for the past past week, or how many of them added the icon of your App to the Home Screen, or you can calculate the average age all the users of the for the past month (of course if you have age column defined in the objects) or maybe you want to congratulate the users who have birthday today (again do they have their birthday info included to their object).

Once we know which action we are going to perform on the data, we have to understand where the filter would be used: in the Objects section or in the Backend section.

OBJECT FILTER OR BACKEND FILTER

The Objects and the Backend sections look very similar from the user-interface perspective but they are very different in their implication. With that in mind, we have to understand the difference in the use of the Smart Filters in each of these sections.

  • Object Smart Filters: are used on the attributes that are unique for the Object, and which cannot have the second instance of it for this Object. For example: the name, DOB, last Login Date (the very last Login is always unique).
  • Backend Smart Filters: are used on the Events of the Object(s), the events usually 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 your 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".

Once you click "ADD FILTER" button, you would be able to see the list of all the filters that were already created for this App. You also would be able to select where exactly you want to be the Filter to be shown: in the Backend, Objects, or both. You can hide or unhide the filter using the checkboxes.

This would open up a pop up with some fields that are described below.

  1. Smart Filter Name: the name that you enter for the Smart Filter would appear in the header of the Filter.
  2. Smart Filter Measure: unit of measurement for the Smart Filter. This might be a quantity of something, or the currency.
  3. Description: the description of the Smart filter that you enter would appear if you mouse over the Filter.
  4. Owner: the servicer that created the filter. All the users that have the same Role as Creator can manipulate the Filter.
  5. CONDITIONS: in the conditions we 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. NOTE: If you are creating a filter in the back end to filter the events by their name, you should select the BackendName from the dropdown, and then specify the BackendName by selecting it from the Value Dropdown
  6. 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.
  7. AGGRIGATE: choose the 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.
  8. PERIOD: choose the period of time when you want to be 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.
  9. 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.

TRIGGERS

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