Filters Management

cfxOIA allows multi-tier filtering criteria so that the results are narrowed to the required selection. The following section explains various ways a filter can be applied.

While the following examples show applying filters on incidents, the procedure is universal across cfxOIA and equally applicable to Alerts.

In cfxOIA, both on Incidents and Alerts, the user can filter the displayed results using 3 different criteria as shown below.

3 Main Filtering Options

Filtering Option 1- Top Bar

Wherever a user sees the following bar Fig1 (Filters bar) in any dashboard or UI functionality, you can use the filtering functionality (in the context of that UI / Dashboard or Pages).

Fig1a Filter Bar
Fig1b. Filter Bar after + sign

Various filtering options displayed in Fig1a and Fig1b Filter Bar are explained below.

  1. Filter options display Displays filter query as values selected.

  2. Filter Selection: Click '+' icon to expand property selection bar (Fig1b). The details are given at the numbered positions.

  3. Time Filters: Time filters allows to filter incidents based on the time periods selected from drop down menu.

  4. Clear Filter: Clear the filters.

  5. Save current filter: This selection opens up new view to capture filter name and also, to save the user selected filter (in the context).

  6. Saved Filters: Retrieve existing /previously saved filters

  7. Shared Filters: Filters shared across the customer by users are shown here.

  8. Recently Used Filters - Allows to browse through recently used filters and allows to reapply a filter to filter the displayed results.

  9. Property - You can use 'Any' or select various property names (column names) shown from a drop down menu after clearing 'Any'. For example, if a user wants to filter the results by Category, then a user can choose Category as Property field. Similarly, other properties are displayed to the user to select/apply those properties in filtering displayed results.

  10. Operation: allows a use to apply conditional operator like equals, not equals, etc on a value. for the allowed operation values to appear

  11. Enter a Value - User can enter the filtering value for example. if a user is filtering results by Period, then enter 6 hours so that results are displayed based on the incidents created during last 6 hours period.

  12. Display Label - Allows to give a name to filter so that it is easy to recollect and reapply the filter.

  13. Add - cfxOIA will apply the filtering condition on the value user has selected.

  14. Close - Close additional filtering property /condition applying bar.

Example:

Before Applying Filter Option1: 31833 rows of data

Before Applying Option 1 Filters

Example Applying Filter Option 1:

Select Property - Category, Operation - Equals, Enter a value - device-performance-issue (the values will be automatically displayed for the user to choose) and Enter Display Label to store the value. Click Add

Filtering Criteria

Total rows of data after applying Option1 filter is 159 as shown below.

After Applying Option1 Filter

Filtering Option 2 - Side Selection

The side filtering bar as shown below allows user to select pre-defined criteria, for example by alert source, etc.

Side Bar Filtering
  1. Select the criteria like Source, Age, Assigned To, Category, etc

  2. Here Age is selected

  3. Based on the previous selection (e.g., age) displays various values, the user can choose.

Based on the selection, the filter is applied directly. Let us select Age -> 1 to 2 weeks. You can select more than one value and each selected value is highlighted.

Before applying above Filter: - Total 31833 rows of data

After Applying Option 2 Filter Age: 1 to 2 days : 23 rows of data

Few examples are provided below :

Before applying above filter the data was:

Filtering Option 3 - Applying Time Filters

Time filters like previously seen age filters, allows faster filtering by selecting icon and choosing a value as described below.

Time Filter

Click 'Add Time Filter' as displayed above which pops up with different times

Example:

Select last 24 hours, the selected age is displayed as shown below.Total Values displayed are 362.

Filtering Option 4

The various filtering options are always visible on the filtering screen as displayed below.

Pre-Defined Filtering Criteria

As example select Priority, it shows all the values a user can select.

Priority Filtering Options

Choose 2-High and the values are as displayed. Total rows of data: 38

Priority High Filter

The user can combine multiple filtering criteria based on various values selected in different options.

The following view shows the filtered values after applying multiple filtering criteria

Example: Select all incidents created during last 1 to 2 weeks, with a priority of 2-High and has category 'device-performance-issue'

Filtering Options

Filter Top Bar and Options

There are various options available in filtering bar. The following describes agains the number displayed in the image

  1. It displays the filtering query string.

  2. Expands the alert filters so that pre-defined filters could be chosen which is explained in Filtering section.

  3. Allows to add time filters.

  4. Clears the filters

  5. Allows to save the current filter so that it could be used later

  6. Shows saved filters

  7. Shared Filters - Allows to share a filter to all users of the project.

  8. Shows recently used filters

How to Save Filters?

Users after applying filters can save filters for lateral use.

Saving Filter

Once the respective filter has applied, click on 'Save Current Filters' (2) as shown in above.

Save Current Filter

Save current filter view is shown. Enter a name for the filter(1) and click on Save.

If you are updating existing filter, click on 'Update Existing Filter' which displays the following screen.

Enter filter name, and from 'Select Filter to Update', choose the currently saved filters and click on Save. A sample view is displayed below

How to Share Filter?

Existing saved filters can be shared by clicking on 'Saved Filters' and then selecting Share as shown below.

Share Filter

How to access Shared Filters?

Share filter button allows to share current saved filters to other users of the project. By clicking on Shared Filters icon, it displays all currently shared filters across the project and 'Apply' applies the selected filter.

Applying shared filters