Using Filters

Overview

Filters are available within Practifi to narrow the results displayed within page views, record tables, and tile tables. These filters allow you to focus on records in your organization that meet specified criteria, surfacing what's relevant to your current work without scrolling through every record. This article outlines where these filters are available, the differences among the filter types, and how to use this filtering functionality.

• Filter Availability 
  • Tile Filters
  • Record Table Filters
  • Page View Filters
• Applying Filters
  • Multi-Select
  • Date Range
  • Operators and Values
    • Operator Availability
  • Topics

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Filter Availability

Filters are available in multiple locations within your Practifi organization, most notably when selecting a tile on your Home page or a page view from your Navigation menu. Filters are also available for use on record tables within a Household, Organization, or Individual record. 

Tile Filters

Tile filters appear on your Home page after you select a tile to open its related tile table. These filters will vary by tile but will always appear in the tile table above the column headers and below the tile name. 

The filters available on tile tables will apply filters in addition to the tile's criteria, letting you drill further into a focused list without leaving the page. For example, if you apply a filter of Task Type = Meeting to your Open tasks in the My Queues tile table, you will view tasks that are of type Meeting, assigned to the queue you are part of, and not marked as closed within your organization. Tile tables will default their filters to All values and All time. This means that the system will apply only the filtering criteria established by the tile. Users can make changes by selecting the filter and modifying the options, either by enabling checkboxes or by setting date ranges. Filters will not automatically apply when selecting their options on a tile table. To apply a filter change to a tile table, click the Apply button to finalize the change; the tile will reload with the filter modifications applied.

Record Table Filters

Filters are available within the records tables on Household, Organization, and Individual records. Record table filter availability will depend on whether the Household, Organization, or Individual is a Contact, Prospect, or Client record. These filters will appear when the record table is selected in the record's side panel. For example, selecting the Services & Pipeline icon in a Client record's side panel opens a table of any Services or Deals attached to the Client. Filter options will appear in this record table above the results.

Like tile tables, the filters displayed on a record table will default to All values and All time.  Users can make changes by selecting the filter and modifying the options, either by enabling checkboxes or by setting date ranges. As with tile tables, filters will not automatically apply when selecting their options on a record table. Click the Apply button to finalize the change and apply a filter to a record table. The record table will then reload with the changes applied. 

Page View Filters

Filtering is available on the page views selected from the Navigation menu within your Practifi organization. Once the page view is selected from the Navigation menu, the filter options will display in collapsed sections on the page view's side panel.

Click the filter header to expand the section and access options to modify the filter.

Unlike tile and record tables, filters applied to page views update the table automatically; you do not need to click an Apply button. Changes are reflected as you adjust checkboxes, date ranges, or Topics selection, letting you refine your view in real time. Filter values on page views will default to All values and All time. Filtering functionality is available on the following pages:

• Clients
• Directory
• Influence
• Installments
• Pipeline
• Processes
• Services
• Tasks

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Applying Filters

Applying filters will depend upon the filtering type, whether it is a multi-select, a date range, or a topics filter. When a change is applied to the filter, a filtering symbol will signal that the table results are filtered. When the table is restored to default filter values, the system will remove the filtering symbol. 

To clear any filters you've applied, click the cog above the table and select Reset Filter Values.

Multi-Select

Multi-select filters allow selecting multiple values within a single filter. These filters are displayed as multiple checkboxes available for selection or deselection to modify the filter. Within the multi-select filter, an All values checkbox is available for selection to set the filter to all available values quickly. To use the multi-select filter:

• Select the multi-select filter's name from either the page view side panel, record table, or tile table to open the filter's pop-up.

  

• Boxes checked beside a value mean that it is included in the filtering criteria for the filter. To deselect a value and no longer have records matching the criteria, click the checkbox to the left of the name of the value.
• To reselect the value after deselecting, click the checkbox to the left of the name of the value again.
• If setting a multi-select filter on a tile or record table, click Apply to add the filtering change to the table's results. 

Date Range

Date range filters allow you to filter records by a specific date or a time span. These filters are available on page views, record tables, and tile tables within your organization. To use a date range filter:

• Select the date range filter name from either the record table, tile table, or the page views side panel to open the filter options. 

• Select the Range field to open a drop-down menu of options. Date range filters will default to All Time. Select the option that best fits the date range you would like to filter the results from the drop-down menu.

  

• If using a range with an N value within its name, for example, Last N Days, a Number of Days field will display. Enter the number of days you would like to insert into the N value of the filter. For example, entering 30 in the Number of Days field for the Last N Days range will return results from the last 30 days.

  

• If the date range is not displaying your desired range, click the Customize option in the lower-right corner of the filter.

  

• The filter lets you change the date range by selecting the calendar icons in the Start Date and End Date fields.

  

  • Please note: Users can establish custom date ranges by selecting the Custom option from the Range drop-down menu.

• If setting a date range filter on a tile or record table, click Apply to add the filtering change to the table's results. 

Operators and Values

Some record pages contain filters that use operators and values. These allow you to select an operator, such as Greater Than or Contains, and a number or text string.

You'll find these filters in the following areas:

Object	Field	Available on
Entity	AUM	All Entity lists that contain clients
	Potential AUM	All Entity lists that contain clients and/or prospects
	Referred AUM	All Entity lists that contain influencers
Task	Subject	All Task lists

Operator Availability

The operators available within a filter depend on the type of data captured in a field. The table below details operator availability by field type:

Field Type	Contains	Does Not Contain	Equals	Does Not Equal	Greater Than	Greater Than or Equal To	Less Than	Less Than or Equal To	Is Null	Is Not Null
Checkbox
Currency
Date
Date/Time
Email
Master-Detail Relationship
Lookup Relationship
Lookup (single record)
Lookup (multiple records)
Number
Percent
Phone
Picklist
Picklist (multi-select)
Text
Time

The following field types do not support Operator and Value filters:

• Address (individual attributes of addresses, e.g., the State/Province or Country, are supported)

• AutoNumber

• File Upload

• Geolocation

• Roll-Up Summary

• Text (Encrypted)

• URL

Topics

Filtering by Topics is available within the Directory and Client page views. Topics used within your Practifi organization display as a selectable list, making it quick to surface records grouped by the categories or interests you track. To add a value to the Topics filter:

• Select the Topics filter name within the Directory or Client page view side panels to open the filter. 

  

• Scroll through the Available list of Topics to locate the Topic you would like to add to the filtering.

• Select the Topic's name within the Available list. The Topic will be highlighted in light blue when selected. 

  

• With the Topic highlighted, click the top caret button to add the Topic to the filter. 

  

• The value will move from the Available list to the Selected list, and the table will apply this filter. A filtering icon will display to signal that the filter has been modified. 

  

To remove a Topic value from the filter:

• Select the Topics filter name within the Directory or Client page view side panels to open the filter.
• Scroll through the Selected list of Topics to locate the Topic you would like to remove from the filtering.

• Select the Topic's name within the Selected list. The Topic will be highlighted in light blue when selected. 

  

• With the Topic highlighted, click the lower caret button to remove the Topic from the filter. The value will move from the Selected list to the Available list, and the table will automatically apply this filter change.