Filtering

The filtering functionality, accessed by clicking the Filters button (shown below), enables users to efficiently navigate through enhanced content records by refining the displayed content based on specific criteria. Filters empower users to find the information they need quickly to better proceed with assigned tasks.

To use filters, click the inverted triangle Filters button.

This renders the Filter dropdown dialog that enables users to add as many filters as needed to display a refined list of enhanced content records.

There are three main filtering categories that each come with their own distinct filtering options.

1. Name: This allows a user to filter by the name of the Template, Dynamic Record, or Static Record. A user further defines the list by selecting either contains, equals, or starts with from the dropdown, before they enter text into the open text field.

   

2. Status: This filters on the workflow phase that the Template, Dynamic Record, or Static Record is in. The user must select from the dropdown the workflow phase that they wish to view for the records.

   Note: The Status options for workflow phases will differ depending on if the user is on a Template versus a Dynamic Record or Static Record.

   

3. State: This distinguishes if there is a change from the norm with one of the Status for the Template, Dynamic Record, or Static Record. The user must select the desired badge to filter upon.

   

   The badge options are the following:

   Note: Badge options that can be filtered with States will differ depending on if the user is on a Template versus a Dynamic Record or Static Record.

   Badge Name	Badge Description	Picture	Definition
   Not Reviewed	Gray sun with white checkmark in center		This record has not been evaluated
   Reviewed	Blue sun with white checkmark in center		This record has been evaluated
   Internal Validation Error	Yellow triangle with white exclamation point in center		Check that all fields and modules are filled out correctly
   Updated Template	Blue icon that is a clock face with an arrow going around it		This record has been saved but not Approved since changes were made since the last Approval
   Unlinked	Yellow paper clip that has a slash through it		The Dynamic Record is no longer connected to the Template that created it, and now needs to be manually maintained.