Filters Overview

Overview

The filters in Kantata OX allow you to see only the information you are interested in and hide the rest. The Filters modal is where you select all the fields and values for the filter. Using the Filters modal, you can combine various elements (fields and values) to create a filter that fits your needs. For example, you may want to view only resources who are participating on specific projects in the Resource Center, see critical task deadlines in the Task Tracker, or view notifications from a specific set of projects.

To open the Filters modal, click the Filters button, which typically appears in the toolbar.

Filters are not persistent—which means that if you log out or leave the page and then return, Kantata does not remember or reapply your filter selections. However, where Saved Views are available, you can save various combinations of filter settings. This is especially useful if you frequently apply the same filters or switch between multiple filter options to get to the information you need.

You can also pin specific filters that you use frequently so that they always appear in the toolbar. When you pin filters, they display next to any applied filters and don’t have any values selected by default.

The Filters modal is currently available in the following areas:

• Boards
• Expense Approvals
• Notifications
• Task Tracker
• Project History
• Project Overview
• Rate Cards
• Recent History
• Resource Center
• Project Resourcing

Filters Modal

The Filters modal is where you select all the fields and values for the filter. The modal is divided into three sections:

• Fields—The Fields section (the left pane) contains all the available filter types. The options available will vary depending on where you are in Kantata. To learn which filter types are available in a specific area, reference the article for that area.
• Values—The Values section (the middle pane) populates a list of values that you can select. This section changes based on selections in the Fields section. For example, in the Resource Center, if you select Roles as the field type, the middle section is titled Roles and all the roles on the account are available to select.
• Applied Filters—The Applied Filters section (the right pane) contains all the values you've selected for your filters. You can select the Clear (“   ”) icon to the right of a value to remove it or select Clear All to remove all values.

Use the Search fields at the top of the Fields and Values sections to quickly locate a specific field type or value. This is a reductive search that narrows what you currently have available to choose from. As you begin typing the first few letters, all results that match your query will appear below the Search field.

How to Use Filters

1. Navigate to the area that you would like to filter.
2. Select the Filters button to open the Filters modal.
   
3. In the Fields section on the left, select the Field that you want to filter by; use the Search field at the top to quickly locate a specific field.
   Note: In the Resourcing areas of Kantata, select Resources, Projects, or Tasks to see the available filters within each category.
   
4. In the Values section in the middle, select the options you want to filter by.
   The options for each filter’s values will vary. They may include checkboxes, radio buttons, and/or number input fields. Each value appears in the Applied Filters section as you select them.
   • Use the Search field at the top to quickly locate a specific value.
   • Some filters—such as Skills in the Resource Center—include these options at the top of the Values section:
     • Any—Meaning any of the selected values can be present. For example, in the Resource Center you can select Accounting and Adobe Captivate as skills, and any member with either of those skills will appear.
     • All—Meaning all of the selected values must be present. For example, in the Resource Center you can select Accounting and Adobe Captivate as skills, and only members with both of those skills will appear.
     • Some filters also have a Select All option that selects all values for the field and a Clear option to clear all currently selected values.
       
5. Review the options in the Applied Filters section on the right.
   • In some areas of Kantata, you can update the Any or All logic by selecting ANY or ALL to the right of the field name.
     
   • If you need to clear any of the applied values, select the Clear (“   ”) icon to the right of a value name. If needed, select Clear All in the right pane to clear all currently selected filters.
     
   • Each time you add or remove values or toggle between Any and All, the number of results that will appear is shown in the upper-right of the Applied Filters section.
6. When you are finished configuring your filters, select Apply Filters in the bottom right of the modal. The applied filters display in the toolbar and the relevant results display.
7. To update a filter from the toolbar, select the filter, select (or deselect) each value that you want to include in the filter, and select Apply. The applied filters update and the relevant results display.
   
8. To remove a filter, select the Clear (“   ”) icon that appears to the right of the filter name in the toolbar.
   

Quick Filters

After you apply filters, each field type with selected values displays in the toolbar, indicating that these filters are active; the number of values currently applied is displayed for each field type. Your selections are stored in the modal until you leave the page or manually clear the filters.

Selecting the Filters button again reopens the Filters modal, allowing you to adjust the selected fields and values. You can also quickly update the values for one field type filter by selecting it from the toolbar, selecting (or deselecting) the values you want, and selecting Apply.

If you want to completely clear the current filters, select Clear All in the toolbar. This returns the page to its unfiltered state. You can also select the Clear (“   ”) icon of a field type to remove that applied filter only.

Pinned Filters

You can pin filters that you use frequently, so that they will always appear in the toolbar when you visit the page. Refer to the following table for which areas in Kantata have pinned filters.

How to Pin Filters

1. In the Filters modal, click the Edit (“   ”) icon in the top-right corner of the Fields section.
   
2. Select the Pin (“   ”) icon for all the filters that you want to pin.
   
3. Drag and drop the pinned filters to rearrange the order they display in.
   Note: In the Resourcing areas of Kantata, pinned filters will appear in this exact order in the toolbar. In the Filters modal, they will appear in this prioritized order within the respective Projects, Resources, or Tasks categories in the Filters modal.
   
4. Select Save Pins.
5. Select Apply Filters in the bottom right of the Filters modal.
   The pinned fields now appear in the toolbar.
   

Related Articles

• Getting Started with Kantata
• Kantata OX App Bar
• Left Navigation
• Search for Activity Posts
• Boards
• Expense Approvals
• Notifications
• Task Tracker
• Project History
• Rate Cards
• Recent History
• Resource Center