Creating Custom Filters with the Condition Builder

The Condition Builder allows for custom filters in widgets. Access it in the filter panel. Add, edit and delete conditions using the tool.

Overview

To build custom filters in any widget without manually entering CDL, utilize the condition builder.

Note

Editing a condition in CDL updates its appearance in the user interface.

Accessing the Condition Builder

Find the condition builder in the filter panel of each widget.

Locating the condition builder

Using the Condition Builder

Adding Conditions

1. Edit the widget you want to add a condition for.

2. Open the Filter drop-down menu.

3. Select "Build Condition".

4. Select a Source and Table, then click the Next button.

5. The questions displayed on the next window depend on your Source/Table selection.

6. Give your condition a name in the top field.

7. Pick a question to use in the condition.

8. Set the conditions and click the Done button. Different question types offer different filtering options. For example, a date question such as "Interview Start" will offer date and time-based filters, while a single choice question such as "Interview status" will offer filters based on answer labels like "Complete" or "Incomplete."

9. To add more conditions, click the Add Condition button.

10. Click the Insert button to add your conditions to the widget.

To delete a condition, click the cross X icon, and then confirm the deletion by clicking Delete on the prompt window.

To edit a condition, click the pencil icon.

Creating Condition Groups

Once you have created at least one condition, you can create condition groups on the main page of the condition builder.

1. Click the Create Group button.

2. Select the check-box next to each condition you want to include in the group.

3. Click the Save Group button when you're done adding conditions.

You can then add conditions inside the group you just created (1) or add conditions outside the group (2).

Adding conditions inside or outside the group

Reusable Conditions

Reusable conditions allows you to create and reuse a filter condition in different parts of a report. Before this feature was introduced, you could only create a single condition in a widget and could only use it in that widget. With reusable conditions, you can create a new condition and use it on any page or widget in the report.

The introduction of reusable conditions allows you to create and use conditions in a more flexible and efficient way. It eliminates the need to create multiple conditions for the same purpose and makes it easier to manage conditions in a report.

Using your Reusable Condition

Once a condition has been created, it can be reused and selected in any widget or page where it is needed. If a user decides to remove a reusable condition from a specific widget or page, it will not be deleted from the data set unless it is no longer being used in any other part of the report.

Editing your Reusable Condition

If a reusable condition is edited and is being used in other parts of the report, the changes will be reflected everywhere the condition is being used. If a user tries to edit a reusable condition that is being used in multiple places, they will receive an error message.

Editing a reusable condition dialog

Limitations

Currently, the system only supports the creation and addition of one reusable condition per widget. If you want to create a more complex condition, you will need to build it all in the one expression. This limitation may be addressed in future updates.

CDL

In CDL, you have the freedom to modify your condition and observe the updates in the condition builder.

Conditions in CDL Format

To view your condition in CDL format, create your condition and then click the Edit Source button. The CDL format will display at the bottom of the Source Selection dialogue.

Viewing conditions in CDL format