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 .

Figure 1. Breadcrumbs, List v2

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 1. Breadcrumb right-click options

Option	Description
Open new window	Opens the results list for the breadcrumb in a new tab or window.
Copy URL	Copies the URL to the clipboard for the results list of the breadcrumb. Follow browser instructions if browser security measures restrict this function.
Copy query	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.

• 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.

Related tasks

• Generate an encoded query string through a filter

Related topics

• Dictionary attributes