Filters and breadcrumbs

A filter is a set of conditions applied to a table to help you find and work with a subset of the data in that table.

You can apply, modify, create, and save filters. A hierarchical list of conditions at the top of the table — breadcrumbs — indicates the current filter.

Breadcrumbs offer a quick form of filter navigation. They are ordered from left to right. The left condition is the most general, and the right condition is the most specific. Clicking a breadcrumb removes all the conditions to its right. Clicking the condition separator (>) before a condition removes only that condition.

By default, a user with no roles cannot see the breadcrumbs or filter. Administrators can configure the ESS portal to allow unauthenticated users to see breadcrumbs and filters by using a script include. For more information on using script includes to suppress breadcrumbs and filters, see Use script includes to suppress filters and breadcrumbs .

[Omitted image “BreadcrumbsUI.png”] Alt text: Breadcrumbs.

Examples:

• Clicking Priority = 2 removes the condition Category = Software and returns all active incidents with a priority of 2.

• Clicking the condition separator (>) before Priority = 2 removes the condition Priority = 2 and returns all active incidents in the software category.

• Clicking All removes all conditions and returns all incidents in the system.

Click a breadcrumb to refresh the list of records and show the latest information for those records.

Note: Clicking the New button in a filtered list automatically applies the same filter to the new record. For example, clicking New in the Resolved Incidents list opens a record preset with State set to Resolved. In a list filtered for active, priority 1 incidents, clicking New opens a record preset with Active selected and Priority set to 1 - Critical.

You can change the preset values on the form as needed. If there is a field you do not want to have populated in this way, you can add the following dictionary attribute to the field: ignore_filter_on_new=true.

Additional navigational functions are available when you right-click a breadcrumb.

<table id=“table_wr2_3mw_tt”><thead><tr><th>

Option

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Open new window

</td><td>

Opens the results list for the breadcrumb in a new tab or window.

</td></tr><tr><td>

Copy URL

</td><td>

Copies the URL to the clipboard for the results list of the breadcrumb. Follow browser instructions if browser security measures restrict this function.

</td></tr><tr><td>

Copy query

</td><td>

Copies the encoded query to the clipboard for the breadcrumb. You can use this query in the URL of an instance or in the reference qualifier field of a dictionary entry.For example, if you are viewing a list of all active incidents with a high or medium impact, right-click the breadcrumb and copy the query active=true^impact=1^ORimpact=2. You can append this query to the end of the instance URL as follows:

https://{instance_name}/incident_list.do?sysparm_query=active=true^impact=1^ORimpact=2

This selection is not available for the All breadcrumb.

</td></tr></tbody> </table>- Quick filters
To quickly filter a list using a value in a field, right-click in the field and select Show Matching or Filter Out. For date fields, choose from Show Before, Show After, and Filter Out. - Filters
A filter restricts what records appear in a list by providing a set of conditions each record must meet to be included in the list. - Save and use filters in a list view
Depending on your access rights, you may save filters for everyone, a user group, or yourself. You can apply saved filters and edit or delete them. - Filter admin functions
Administrators can work with filters in the Filters table [sys_filter], including creating, editing, and deleting filters. - Encoded query strings
An encoded query string represents a complex filter on a list of records.

Parent Topic:Lists in the classic environment

Related topics

[bundle-platadm.c_DictionaryAttributes]

Generate an encoded query string through a filter