Filters allow you to narrow down your dataset based on specific criteria, showing only records that meet defined conditions.
Adding a Filter
Click + Condition to add a new filtering rule.
Select the field you want to filter from the dropdown menu.
Choose a comparator that defines the condition (e.g., equals, greater than, contains). The available options depend on the field’s data type.
Enter a value to compare against the selected field. This value can be:
A fixed value (e.g.,
"Completed"for status fields).A dynamic value (e.g., Current User to auto-filters records for the logged-in user)
Removing a Filter
To remove a filter, click the x icon next to the condition. If removing a grouped condition, the entire group will be deleted.
Using Dynamic Values in Filters
Instead of using fixed values, Engyn allows you to apply dynamic values in filters to make them more flexible and responsive to changing data. These values can be derived from Map Data, Text Templates, or Formulas. To use a dynamic value in a filter, click the f(x) button to open the value definition popup. Depending on the field type, available options include:
Map Data – Pulls values from related objects dynamically.
Example: Filter tasks where Assigned User = Current User to show only records assigned to the logged-in user.
Text Template – Allows you to construct dynamic values using placeholders.
Formula – Enables complex logic using built-in expressions.
Example: Filter tasks where Due Date ≤ Today + 7 Days to find tasks due in the next week.
Nested Filters: Combining AND & OR Conditions
A nested filter is a combination of multiple conditions grouped together using AND and OR operators. This helps refine search results for complex filtering needs.
AND: All conditions must be met for a record to be included.
OR: At least one of the conditions must be met for a record to be included.
Nested filters allow you to group conditions to create more precise queries. Without grouping, filters apply in a flat structure, which can lead to unintended results.
Example: Filter High-Priority Open Tasks Assigned to Me
Goal: Show tasks where:
Status is "Open"
AND (either Priority is "High" OR the Due Date is within Today)
AND the task is assigned to me
Filter Setup:
Condition 1: Status = "To Do". Click + AND Condition
Group:
Condition 2: Priority = "High". Click + Group OR
Condition 3: Due Date ≤ Today (using Formula)
Condition 4: Assigned User = Current User (Using Map Data)
