Building Blocks
Filters
Saved views per module — what you see by default, how it's sorted, which columns. Good filters are the difference between "hunting for data" and "doing work".
Updated Jan 23, 2026
Configuration · Building Blocks · 3.3
Filters decide what a user sees when they open a module: which records, which columns, in what order. Done well = every team opens their own work tray. Done poorly = everyone searches from scratch every morning.
Why this matters to the business
"My team sees everything, including irrelevant stuff"
A public filter "My workgroup · open" solves that in one click.
"I want to save my own views"
Personal filters for your own workflow — nobody else sees them.
"Our reports count things wrong"
A filter is also the basis for a dashboard. Wrong filter = wrong KPI.
"Everyone sees every column"
Per filter you decide which columns are shown, their order, width and sort.
Public or personal?
Public filter
Available to one or more groups. Managed by an admin with filter rights. Used for team views, dashboards and reports.
Personal filter
Only visible to the user who created it. For personal workflow preferences, shortcuts and test setups.
The mechanism: criteria + view
Every filter has two layers:
Criteria
Which records qualify? Combine conditions with AND (all must match) or OR (one is enough). Condition groups can be nested for complex rules.
View
Which columns, in what order, how wide, how sorted. Multi-column sort via shift-click.
Filters versus main filters
An important distinction: regular filters are a usability feature (quick views). Main filters (master filters) decide at group level what someone is even allowed to see — a security layer. See 3.4 Groups for the seeing side.
Which decisions will you make?
Which public filters per module?
One work tray per group. Don't make a filter for every wish — it becomes a maze.
Which columns by default?
Don't show all 40 columns. Pick the top 6–8 for the filter's target audience.
Default sort per filter?
Most recent on top? By SLA deadline? Pick what reflects the work.
Who can create public filters?
Make it an explicit privilege — otherwise you end up with filter spaghetti.