Understanding Dashboard Filters

Dashboard filters provide a way to search your contract workflows or records for system data and properties. 

Filters vs. Free-Text Search

Filters are accessed from within the Dashboard's Search bar. Click the Filter pill to expand the filter bar, then click All filters to select a filter.

The search bar supports two ways of narrowing results:

• Free text: If you already know the name of what you're looking for, you can type it in search bar.
• Filters: If you don't know the name of what you're looking for, but you know a property it should match.

The two search methods can be combined.

Filters, Conditions, and Values

There are three parts to a Dashboard search filter:

• Filter: The contract property being filtered on.

• Condition: The operator applied to the filter. The condition defines how a value is matched against the filter. 

• Value(s): The specific data that the condition is evaluated against for a given filter. One filter can have multiple values selected simultaneously, evaluated as an OR across those values.

A complete filter statement always follows this order: filter > condition > value(s).

Filtering by Multiple Values

A single filter can hold more than one selected value at once. Multiple values within one filter are evaluated as an OR.

For example, setting an Entity filter to is and selecting both Hooli and Dunder Mifflin Paper Company returns records matching either entity. 

Filters and Views

A View is a saved combination of filters and columns. It doesn't introduce new filtering behavior, but lets you save a filter configuration you've built so you don't have to rebuild it each time. Learn more about Dashboard filter views.

Basic Filtering vs. Advanced Mode

Basic filtering and Advanced mode both filter workflows and records using available fields and contract properties. The primary distinction is in how each mode lets you build search filters. Basic filtering (set by default) lets you select a filter, condition, and value. 

Toggling on Advanced mode additionally lets you:

• Connect conditions with AND and OR logic.
• Create nested filter groups for more complex criteria.

Combining and Nesting Filters

A flat list of chained statements uses a single AND/OR connector for the entire list, not a separate connector between each pair, toggling the connector applies to every statement in that list at once.

The single-connector limit is why filter groups exist. Filter groups allow you to apply AND/OR values to different groups of filter statements.

Advanced Mode: Filter Groups

Filter groups let you mix AND and OR logic within one search. A filter group has its own independent AND/OR connector that only applies to filter statements in that group. 

This is an example of nested filter statements:

• Counterparty is Hooli
• And Ironclad ID is [value]
• And Record Type is Enterprise Services Agreement
• And Filter Group (connector: Or)
  • Latest Activity is X
  • Or Latest Activity is Y

View Diagram: Nested Filter Statements

View Screenshot: Filter Group