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Creating content filters

Xtraction enables designers to restrict the content that displays in a dashboard or document by adding variable condition filters. The filters ensure that the content can be used universally, not just for a single user. Each filter imposes one set of conditions on one data source.

For example, consider a dashboard that shows all tasks (such as incidents, requests, changes) assigned to a particular user: By using a variable condition filter such as "Assigned To" equals "@username" (where "@username" represents a variable for each potential user), you ensure that any user can enter their own username to view the tasks relevant just to them.

It's the Xtraction administrator's responsibility to create the variables and assign them to user accounts. Afterward, it's the task of a user with a designer role to associate the variables with the content by way of a filter.

Xtraction has two types of filters, standard and advanced.

Use standard filters to:

Impose an unstructured list of one or more conditions.

Save one or more conditions per filter.

Save filters as named items within the folder structures.

Apply a filter at the level of dashboard or individual component.

Apply a default filter during the content design process. For details, see Creating a dashboard.

Reuse saved standard filters for any number of content items.

Interact with filters by clicking the filter icon displayed in the dashboard and individual component panes.

Use advanced filters to:

Build a nesting structure within the filter using logic operators (AND, OR) for more complex needs.

Interact with filters by clicking the filter icon displayed in the individual component panes.

Filter (action) icons

Xtraction uses two different filter icons, depending on available options:

Filter (action) icon Description
Clears temporary filters, where this is the only option.
Provides multiple options for interaction.

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