When working with tables you can filter your results using any of the available columns, or attributes. All available tables in TalentCards have similar filtering capabilities, so you can follow these steps for all of these tables:

  • Users

  • Manage admins

  • Scheduled notifications

  • Custom attributes

  • Manage tags

How to use filters in your tables

Below you will find an example of how to use filters in your Users table:

  1. Sign in to your TalentCards account as an administrator.

  2. Go to Users (1) and click the filter button (2).

  3. Choose which table attribute (column name) you’d like to use to filter users (3) and then select the criteria that you want to filter by. Depending on the attribute you’ve selected, you can either type in your criteria, or select a value from the dropdown list accordingly (4). Click Apply (5).

    If you want to apply additional conditions to your current filter, select the attribute that you’d like to filter by and click Apply (5). After adding multiple conditions to your filter, you can specify if you’d like displayed results to adhere to ANY or ALL of these conditions (6). This applies an and/or relationship between your conditions. If you select ALL, then entries shown will meet all the conditions you have specified. If you select ANY, then entries that meet any of the specified conditions will be shown. A filter’s default is ALL.

    Note: Depending on the attribute you’ve selected you will see different values that you can filter by. For example, a text field attribute will ask you to enter the text you want to use as a filter, while a dropdown attribute will show you the list of available values to select from.

  4. You can export the filtered results by clicking on the Export button (7). Your exported file will contain only the entries that meet your applied filter’s criteria (8).

  5. You can always edit your filter’s existing condition by clicking on it (9). You can also delete the condition by clicking on the small (x) (10).

How to save a filter for future use

Once you have applied all the necessary conditions to produce the specific results you are looking for, you can save them as a single filter for future use.

To do so make sure you have all the correct conditions applied and then:

  1. Click Save filter (1).

  2. Give your filter a name (2).

  3. Click Save (3).

Your newly saved filter will appear when you click on the arrow next to the filter icon (4).

You can delete a saved filter by pressing the “trash” icon (5).

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