Dashboard Filters

    Summary: The filter functionality enables users to create and save custom filters. This makes it easy to quickly find proofs.

    Available for: every Ziflow user

    How does it work?

    The custom filter menu is located above the proof list. Once you click on the filter button, it will expand a window where a new custom filter can be created.

    Adding new filters

    Click on "+Add filter" and select the criteria. You can add multiple filters to narrow down the search.

    Once you are done selecting the criteria, press the save icon in the upper right corner. If you click on "Done", it will be a one-off search.

    Next, enter the name of the new filter. If you choose to make this filter private, it will only be visible to you and administrators. Otherwise, all users will have access to the filter. Click the “Create” button and the custom filter will be saved to your filters list.

    There is a variety of filters that you can choose from:

    • Archived
    • Date
    • Folder
    • Locked
    • Name
    • Owner
    • Proof status
    • Source
    • Stage
    • Reviewer
    • Version
    • Next deadline
    • Custom property

    Filter list

    All filters in your account (private and public) can be accessed from the filter menu by clicking on the arrow.

    Administrators will see all the filters inside the account. Users will have access to their own filters, as well as all public ones.

    Favorites - each user can mark any filter as a favorite by clicking on the star next to the filter's name. Once the filter is marked, it will be added to the “Favorites list” in the left menu.

    Editing/deleting filters

    To manage your filters, click on the arrow and hover over the filter name you would like to edit/delete. Click the trash icon to delete the filter.

    To edit the filter, click on the pencil icon. The Edit window will appear and you can adjust the filter according to your needs.

    Supporting material: