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Working with filters in the application

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ByIvan Hruška

In Oppido you can use filters in the various entities in the menu – Goals, Ideas, Campaigns, and Dashboards.

Common rules for the filters are:

  1. using more filters in the entity, it will work with the conjunction AND (i.e. lifecycle stage and date)
  2. using more options in one specific filter will work with the conjunction OR (i.e. vertical telco or manufacturing)

Be careful after using the filters, it is still applicable till you clear them. When the filters work, the icon is in blue colour.

Goals

To search for the right goal in the full list you can use filters that enable faster searching.

Be aware that the top tabs in Goals (departments) are already using some filters.

You can use various filters to find the goal. Search can be done according to:

  • departments – you can create them in Settings (more here)
  • assignee – you can search among the members who are responsible for that goal
  • status – you can search in these statuses: draft, active, successful, unsuccessful, canceled
  •  priority – you can search in these priorities N/A, lowest, low, medium, high
  • deadline – you can search according to the start date or due date or both
  • objectives – you can create them in Settings (more here)
  • dimensions – you can create them in Settings (more here)
  • exploration – you can who saw and who did not see the goals

Where you can find filters?

Filters are located under the button for All goals and next to the search button.

Ideas

To search for the right idea in the full list you can use filters that enable faster searching.

Be aware that the top tabs in Ideas (statuses) are already using some filters.

You can use various filters to find the idea. Search can be done according to:

  • status – you can search in these statuses: new, accepted, in progress, completed, rejected, stand-by
  • type – you can choose between the repeatable and unrepeatable types of idea
  • assignee – you can search among the members whose idea it is
  • priority – you can search in these priorities: N/A, lowest, low, medium, high
  • related goals – you can search according to the goals you have created before and have connected them to the idea
  • related ideas – you can search according to the ideas which you have created before and have connected them to the idea
  • related campaigns – it also works for the campaigns which you have created and have connected them to the ides
  • date – you have two options from which you can choose: 1. search can be done according to creation date or last edit date or both or 2. search can be done according to the start date or due date or both
  • tags – you can search according to the tags you have created
  • hypothesis result – you can search among N/A, proven and unproven

Where you can find filters?

Filters are located under the button for All ideas and next to the search button.

Campaigns

To search for the right campaign in the full list you can use filters that enable faster searching.

Be aware that top tabs (lifecycle stages) in Campaigns are already using some filters.

You can use various filters to find the campaign. Search can be done according to:

  • lifecycle stage – you can search in these stages: draft, in preparation, running, completed
  • status – you can search in these statutes: successful, failed, on track, at risk
  • date – you can filter the dates according to the: create date, preparation start date, launch date, end date, or campaigns created from the date to the date
  • type – you search according to the campaign types you have created
  • assignee – you can search among the members who are responsible for that campaign
  • financial budget – you can filter the financial budget according to the total or available budget or in the range of money
  • marketing time budget – you can filter marketing time budget according to the total or available budget or in the range of days, hours, and minutes
  • company time budget – you can filter company time budget according to the total or available budget or in the range of days, hours, and minutes
  • related goals – you can search according to the goals you have created before and have connected them to the campaign
  • related ideas – you can search according to the ideas which you have created before and have connected them to the campaign
  • related campaigns – it also works for the campaigns which you have created and have connected them to the campaign
  • dimensions – you can create them in Settings (more here)

Where you can find filters?

Filters are located under the button for All campaigns and next to the search button.

Dashboards

In various dashboards, you can use specific filters for that dashboard.

This is the list of all the filters in dashboards:

  • dimensions – you can create them in Settings (more here)
  • date – you can search according to the start date or due date or both
  • related goals – you can search according to the goals you have created before and see all the goals, ideas, and campaigns connected to the goal
  • goal lifecycle stage – you can search in these statuses: draft, active, successful, unsuccessful, canceled      
  • related ideas – you can search according to the ideas which you have created before and see all the goals, ideas, and campaigns connected to the idea
  • related campaigns – it also works for the campaigns which you have created before and you can see all the goals, ideas, and campaigns connected to the campaign
  • campaign lifecycle stage – you can search in these stages: draft, in preparation, running, completed
  • campaign type –  you search according to the campaign types you have created
  • assignee – you can search among the members and see all the goals, ideas, and campaigns for which is that member responsible
  • campaign status – you can search in these statutes: successful, failed, on track, at risk
  • financial budget – you can filter the financial budget according to the total or available budget or in the range of money
  • marketing time budget – you can filter marketing time budget according to the total or available budget or in the range of days, hours, and minutes
  • company time budget – you can filter company time budget according to the total or available budget or in the range of days, hours, and minutes

A required field in Content Dashboard

For using filters in Content Dashboard, you need to specify the Campaign type firstly.

Where you can find filters?

Filters are located under the button for Dimensions Dashboard.