Filtering Overview

Description

Filtering is a powerful feature in SharpCloud that allows you to control which items and relationships appear in a view. By applying filters, you can tailor views to answer specific questions using attributes, calculated values, tags, or relationships.

Types of Filters

There are three main filter types in SharpCloud:

1. Interactive Filter

• Adds buttons directly onto a view

• Allows users to filter items and relationships in real time

• The only filter type that affects the structure of the view

2. Base Filter

• Defines which items and relationships are eligible to appear in the view

• Can include multiple filter queries

• Includes Related To filtering for relationship-based conditions

3. Enterprise Filter

• Available when using SharpCloud Enterprise

• Dynamically pulls in items from other stories within the same solution

• The only filter that increases the number of items in a view

How Filters Work Together

• Base Filter defines the dataset

• Enterprise Filter expands the dataset (if used)

• Interactive Filter allows dynamic control of what is displayed

Together, they provide a flexible way to explore and customise your data.

Where to Configure Filters

All filters can be set up in:

• View Setup (Create Mode) → Filters Tab

 

Related Articles

Interactive Filtering

Base Filtering

Enterprise Filtering

• Related To Filtering