Filtering is a way to limit the number of lineitems shown in the list. At any given point the database contains potentially thousands of records of lineitems so in order to make tracking more efficient, it is necessary to apply one or more filters to make it easier to find the right lineitems.

Understanding filters

Simple and complex filters

Filters can be very simple, ie. to show lineitems with a certain status. They can also be extended to include two or even more parameters such as linetimes with a certain status and a deadline tomorrow.

Filter can also be combined so two filters actually work as one.

Filtering lingo

When creating filters, it can be useful to think of these as a structured way to tell the database what you want to see.

So in a human language at statement like “show me all lineitems that have the status “booked” would translate into filter lingo as “Status equals Booked”.

Extending the statement to “show me all lineitems that have the status “booked and the deadline is tomorrow” would, in filter terms, look something like “Status equals Booked” AND “Deadline is tomorrow”.

Filtering logic

The last sentence above is an example of a filter that combines to individual statements. In this case the connector is the “AND” meaning that both filters apply to the lineitems shown in the list.

It is also possible to define a filter where either the first “OR” the second statement apply to the found lineitems. “AND” and “OR” are the so-called logical operators that define how filters can be combined.

There are more ways to apply filtering logic, and these are presented to the user as the filters are being created.

Field types

Data in the X1 database is organised in fields and each field has a certain type. When creating filters, X1 automatically suggest filter options based on the field type:

Saving filters

Filters can be saved, modified and shared with member of other groups. This is handy if you have created a great filter that more users will need. We’ll discuss how filters are saved and shared below.

Filtering by chips

In X1 filters are represented by one or more chips in the search bar above the list. Filters are color coded as follows:

Working with filters

Advanced Search ( orange chips 🟠 )

When clicking once in the search bar you’ll see a drop down menu with a list of saved filters (if any) and all other possible advanced searches (orange chips) which can be added separately into the search bar:

Advanced searches are added to the search bar as orange chips and can have multiple functionality and search operators depending on which advanced search that is selected.

Two examples:

Saved filters ( blue chips )

A saved filter is shown in the search bar as a blue chip and can contain a combination of multiple advanced searches. This can be a benefit when ie. filtering doesn’t take to much space up in the search bar and/or they can contain complex conditions by using “OR” as an logical operator instead of the default “AND”.

How to create a saved filter

Go to the ‘Filters’ menu from the three dots menu to the right:

Chose ‘Add new’ to create and name a new saved filter and click on the blue arrow to add it into the Filters list:

and then add the advanced searches into it:

When you’re done you will need to click ‘Publish’ to save it:

If you want to make changes to a saved filter you can either go back to the filter menu or simply just double click the blue chip in the search bar on the saved filter you want to change. The chip opens in a drawer displaying only that saved filter. After you’ve made the changes you click ‘Publish' and the filter is updated.

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HINT: To add one or more saved filters to the search bar, click in the check mark field to the left of the filter name from the filter menu: It is also possible to add saved filters from the drop down menu directly in the search bar by clicking once when in advanced search mode:

How to create a saved filter by adding one or more conditions

A saved filter can contain complex conditions by using a combination of advanced searches but with different logical operators, that is using “OR” instead of the default “AND” as the logical operator.

To create a condition click on the three dots menu to the right of the filter search field:

A new filter search field will appear below and you can see a light blue “AND” to the left of the search fields:

You can now decide if the logical operator should be a “AND” or a “OR” condition by clicking once on the light blue vertical“AND” connector to the left and it will change to a ‘OR’ condition. Now you can add more advances searches to the filter and for instance end up with a filter like this:

How to create a saved filter by adding a condition group

If you have a filter with one or more advanced searches that should match a other specific advanced search with different values it’s possible to add that into a condition group like this as an example:

How to share saved filters with other users

It is possible to share a saved filter with other user by adding user groups to the saved filter:

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WARNING: When a saved filter is shared with one or more user groups, all users in the groups can edit and publish the filter. From the list of filters it is possible to see which user who last savedthe filter including the the time and date.

Inherit advanced searches and saved filters ( purple chips 🟣 )

Purple chips indicates that they are inherited from a Workbench either as advanced searches (which can be edited) or as saved filters (which cannotbe edited, unless the user has specific access to it as part of a user group membership).

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HINT: To temporarily deactivate a filter, click it once. The color will dimm and the filter will not impact the result in the list. To activate it again, simply click it again.

Default system searches ( black chips ⚫ )

In different workspaces - for instance Ad tracking and DAM (Digital Asset Management) - you will see black chips which are added to the search bar by the system.

Black chips are locked and cannot be removed or disabled. However they may offer varios settings that can be toggled on an off using the switch mechanism in the chip.

The purpose is to enable functionality that is required for the purpose of the workspace. In the Ad tracking workspace, for example, the black chips enable users to toggle creatives that have or have not yet been assigned to a lineitem. Ih this case, the black chip offers a switch that toggles Assigned vs. Unassigned modes.

Quick search ( grey chips ⚪ )

A quick search in the search bar is represented by a grey chip. A quick search can be added simply by typing directly in the search bar followed by pressing

Status
title ENTER

and then selecting the various filtering options suggested. X1 helps to complete the filter by suggesting the various options available in each step of the creation of the filter. If you are creating a filter on a date, a calendar will be shown, if you want to filter on a list, the list options are shown and so on.

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HINT: It’s possible to edit a quick search by a double clicking the chip and use left/right arrows and/or backspace to modify the search.