This article will provide you with information on Dashboard filters and how to use them.
Dashboard filters provide you with a robust way to search your contract workflows or records for system data and properties.
Default Filters
There are five default filters displayed on your Dashboard: Stage, Type, Counterparty, People, and Date. You can click on one or multiple of these filters to define your filtering criteria.
Basic Filtering
To start filtering, click All to display the filtering dropdown. Select a filter from the dropdown. You can filter by contract workflows, users, fields, clauses, and properties.
After you select a filter, you need to select a condition for that filter. Conditions are dynamic to the data type of the filter. Check out the table below for more information on each type of data:
| Type of Data | Description |
|---|---|
| Strings | Is: Exact match for the filterContains: Matches the text anywhere it appears in the filter |
| Numerical Values | Is between: Allows you to set a rangeOther options: >, ≥, <, ≤, = |
| Tuples | Tuples do not have conditions. They only have filter option itself. |
| Dates | Is between: Allows you to set a rangeIs: Exact match for the filterIs After: All dates after the entered date (excluding the entered date)Is On or After: All dates after the entered date (including the entered date)Is Before: All dates before the entered date (excluding the entered date)If On or Before: All dates before the entered date (including the entered date) |
After you select a filter condition, you can select the filter itself. Begin typing and the filter’s autocomplete helps you find a list of matching filter options along with the number of contract that each option maps to.
Advanced Filtering and Conditional Statements
In addition to basic filtering where you can chain together multiple filters with AND/OR statements and use the system data, you can also filter on contract properties by clicking Advanced mode.
Note: If you switch a top-level statement, all of the statements below it will also be updated. If you want to chain together multiple filters, refer to Advanced Filtering.
Filter Groups
You can create nested groups of filters to perform complex searches of workflows. Filter groups enable you to build queries that can chain different conditions together. For example, you can build a search to show ‘All workflows assigned to me AND that have an NDA contract type OR inbound contracts AND have ‘NDA’ in their name.’ This query will help you fetch all NDAs that are assigned to you, irrespective of whether they were generated internally or inbound agreements.
Filter a Dynamic Date Range
- Click on the Dashboard tab.
- Click the All filter, and then toggle on Advanced mode.
- Select Agreement Date.
- Select the time range you want to filter by.
- Select the date you want to specify for your search.