A user filter is a tool that allows you to organize users on the Grispi platform by grouping them according to certain criteria. These filters make it easier to manage and analyze users. You can list users according to certain conditions.
In Which Situations Is It Used?
User filters can be used in various situations. Some example use cases:
- Organization Based Filtering: When you want to see all users working in a specific organization.
- Role or Authorization Based Filtering: To filter users with a specific role or authorization. Example, manager, representative, customer
- Filtering Based on Custom User Fields: In Grispi, user filters are not only based on standard user information, but also allow you to filter more specifically by adding custom user fields. Custom user fields allow you to keep more detailed information about users and filter based on this information.
See the article on creating a custom user here.
Example custom user fields can include information such as the province, title, department, education level of the users. In user filters, you can filter according to the custom user fields you have added.
How to Create a User Filter?
- From the Grispi main menu, go to“Settings“.
- Click on “User Filters” under “Manage” from the left side menu.
- Click on the“Add User Filter” button in the upper right corner.
- In the form that opens, enter a name and description for the filter. This name and description allows you to identify the filter and let other users understand what it does.
- Specify who can see this filter with the “Filter Visibility” option. You can make the filter visible for all users, only for yourself, for certain users or groups.
- Select the conditions under which the filter will work. These conditions are used to filter users. For example, users who work in a specific organization.
- You can choose which fields will appear when listing your filter from the Formating Options field. You can add the fields you want to list by saying “Add Column”.
- When exporting the filter, the fields selected in the listing options are exported. You can add up to 10 listing fields.
- Under Order by you can choose how you want to sort users in the relevant filter.
- After entering all the information, click on the“Create” button to create the filter.
By following these steps, you can create user filters on Grispi and make your management and analysis processes more effective by grouping users according to certain criteria.
