Filters

Filters are amazing for quickly finding information you want based on specific criteria. In Flowlu, you can pre-define sets of filters. For example, you can create filters to view customers from a particular industry, or find projects of a certain project manager, etc.  

Every list (table) has a filter panel at the top:

The panel consists of a filter builder and pinned filter fields, as well as a button to quickly add fields to the panel.

How to add new filters

You can add new filter fields to refine your search without changing the filter settings using + button in the filter bar.

After selecting the field type and value, the selected saved filter will be reset.

To remove a filter value, click X next to the corresponding field.

When you hover over a filter with no selected values, an X appears, allowing you to remove the filter.

Filter Sets

Templates are sets of filters created and saved by the user. Clicking the filter icon opens a menu listing all saved filter sets. To clear the active filter, click the X next to the name of the active filter.

Here you can select user-created and saved filters. If you click this button, it reveals a menu that lists default filters and filter sets saved by a user.

You can click the star icon to add a filter set to Favorites, so it always appears in the list of filter sets.

The pencil icon opens the editing window for the selected filter set. You can save a filter set by clicking the pencil icon in the Unsaved Filter row.

Clicking the trash icon deletes the filter set.

How to Create a New Filter

To create a new filter set, click + New Filter in the dropdown menu. The popup window that opens will display several fields by default.

When creating a filter set, the following elements are available:

• Filter field
• Filter parameter
• Filter field value
• Remove and pin buttons for fields in the filter set.
• Button to add a new field
• Advanced filters — see the separate article for more information about advanced filter settings.
• Filter name (this is a required field)

Filter Parameters

The available operators depend on the field type:

• List — equals, does not equal
• Multi-select list, tags — contains all (AND), contains any (OR), does not contain (NOT)
• Text — contains, does not contain, equals, does not equal
• Number — equals, does not equal, greater than, less than, greater than or equal to, less than or equal to, between
• Date — = is, is not, before, after, has any value, is unknown
• User — one of, is none of, me, not me, has any value, is unknown
• Checkbox — yes, no

The same field can be used multiple times in a filter with different conditions.