Filtering is a way to limit the number of lineitems line items shown in the list. At any given point the database contains potentially thousands of records of lineitems line items 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 lineitemsline items.
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Filters can be very simple, ie. to show lineitems line items 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.
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So in a human language at statement like “show me all lineitems line items that have the status “booked” would translate into filter lingo as “Status equals Booked”.
Extending the statement to “show me all lineitems line items that have the status “booked and the deadline is tomorrow” would, in filter terms, look something like “Status equals Booked” AND “Deadline is tomorrow”.
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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 line items shown in the list.
It is also possible to define a filter where either the first “OR” the second statement apply to the found lineitemsline items. “AND” and “OR” are the so-called logical operators that define how filters can be combined.
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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:
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HINT: Filter on this value Shortcut: PC:
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Working with filters
Advanced Search ( orange
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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:
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INFO: If you use multiple advanced searches they are applied with an “AND” operator between them. Therefore it is only possible to add one specific advanced search pr. workspace. If you want to use “OR” as an operator you have to create a saved filter for this purpose. |
Saved filters ( blue
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chip )
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”.
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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.  |
How to delete saved filters
If you want to delete one or more saved filter you must either have access to it by being part of a user group that it is shared with or be the creator of it.
You can only delete one saved filter at a time and it is done by clicking on the three dots to the right in the end of each saved filters:
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Once you have selected ‘Delete’ on one of more saved filters you want to delete then they will get a red marking with a purple stroke around it:
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When done with the deleting you will need to click on ‘Publish’ in the upper corner to the right in the black beam.
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INFO: You’re a not able to delete a saved filter if it is used as an access filter in a specific user group from the Admin Panel. |
Inherit advanced searches and saved filters ( purple
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chip )
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
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chip )
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.
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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 lineitemline item. Ih this case, the black chip offers a switch that toggles Assigned vs. Unassigned modes.
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Quick search ( grey
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chip )
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
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