Filters
A filter narrows the table you are looking at to the records you need, such as active deals over €10,000. It is yours. AgentOS remembers it in your browser and in the page address, so it is still there when you come back to the module. To give a filter to your team for good, an admin saves it as a segment.
How do I filter records?
- Click Filter in the toolbar. Advanced filter opens.
- In the first row, after Where, pick a field, an operator and a Value. For example Status, Equals, Active.
- Click Add condition for another row. Choose and when all rows must match, or or when any row may match.
- Close the dialog. The table updates as you build.
Matching records shows how many records match. The Filter button shows how many conditions are on. Clear filter removes them all.
You can also start from a column: open its menu and click Filter by this field.
Which operators can I use?
The operators follow the field type:
| Field | Operators |
|---|---|
| Text, numbers, dates and most other fields | Equals, Unequal, More than, Greater than or equal to, Less than, Less than or equal to, Contains, Doesn't contain, Starts with, Ends with, Doesn't start with, Doesn't end with |
| Single select, Multi select, Radio button, link fields, Labels | Contains one of the values, Doesn't contain one of the values |
| Status | Equals, Unequal |
| Space, Users | Contains one of the values, Unequal |
Use Contains for a word anywhere in a text, and More than or Less than for numbers and dates. A new row starts with the operator that fits its field best. In a segment, select fields, link fields and Labels offer Contains one of the values and Unequal.
How do I combine conditions?
Click Add group for logic in two levels. Each group is a box of conditions, and a separate and or or joins the groups. For example:
- Group 1: Status Equals Active and Space Contains one of the values Leads
- or
- Group 2: Created by user Contains one of the values Anna
How do I share a filter?
- A link. Open Space Actions on the space and choose Share (Get link) > Link with filter. Whoever opens the link sees the same filter, on the records they may see.
- The conditions. The copy icon next to Matching records copies the filter, for an automation or the API.
- For good. Ask an admin to save it as a segment. A segment keeps the filter on the server and shows it to the people it is assigned to.
When does my filter reset?
It stays until you clear it. Admins can make filters reset when people leave a module or return to AgentOS, in Data settings.
Can an agent filter for me?
Ask in plain words: "Show me the deals over €10,000 that have not moved in 30 days." The agent finds the records and lists them in the chat, or works on them right away.
Next: Segments.
