Description
Problems
Workspace Clutter: Users have to create multiple views with different filters.
Lack of Individual Customization: Users cannot easily save personal filters or toggle them on/off, which limits flexibility.
Inefficient Filtering Process: The current filtering process is time-consuming and requires many clicks, reducing productivity.
Predefined and Toggleable Filters: Users need predefined filters easily toggled on/off or adjusted.
Solution
Overview
Implement a Quick Filters bar in Views to allow users to easily apply, save, and manage filters directly within their workspace views.
This feature will include:
Disable/Enable Filters in Filter pop-up and on the Quick filters. Disable/Enable Filters in Views.
Add Filter to Quick Filter Bar from Filter pop-up.
Set Name emoji/icon-color of the Quick filter.
Remove Filter from Quick Filter Bar from Filter pop-up and Quick Filter pop-up.
Change Filter operator and RHS in Quick Filter pop-up.
😅 NEW: Pinned filters works only for All Databases section. It means if I have 2+ databases and it is not possible to display filter in All Databases - no pinned filters. Side effects:
Not possible to pin filter for specific database
When a user add a new database and filter can't be displayed - all pinned filters reset (though if filter is modified and displayed again, they may become visible)
Assumption is not so many views with such complex filters and we will collect complaints after the release.
Known issues
Out of Scope
https://www.figma.com/design/JRmd7B9p7MPXFojD2fZuD1/PA---Views?node-id=797-10150&t=IqjlVPpOHNYHGJ9B-1
Terminology
Quick Filter bar: the section between the header and entities in the view where the Quick Filters appear.
Quick Filter: a button that represents one filter on the Quick Filter Bar
Quick Filter pop-up: the small filter configuration window accessible from the Quick Filter.
Filter pop-up: the filter configuration pop-up window appears when the user clicks on the Filter on the left side of the sidebar.
Group Filter area: the gray area in the filter pop-up that groups the filters.
Ellipsis menu: the menu opens when the user clicks on the … icon.
Filter Ellipsis menu: the menu that opens when the user clicks on the … icon at the end of the filter row in the Filter pop-up.
Filter Group Ellipsis menu: the menu that opens when the user clicks on the … icon at the end of the filter group area row in the Filter pop-up.
Filter pin: the pin button in the Filter pop-up at the end of the Filter or Filter Group, left from the Ellipsis icon (the last element), and in the Quick Filter pop-up.
Color pop-up: the color configuration pop-up window appears when the user clicks on the Colors on the left side of the sidebar.
Global Filter section: the upper part of the Filter pop-up contains the filters that affect all users.
Personal Filter section: the lower part of the Filter pop-up contains the filters that only affect current users.
LHS, RHS, and Operator(s): These are the two sides of the filter, the left-hand side and the right-hand side. Operator(s) is between them: LHS Operator RHS.
New Functionalities
Filter pin
Filter pin is a switch button. It can be ON and OFF, and the default value is based on the settings in the Filter pop-up (If the pinned Filter is Disable the default value of the Quick Filter is OFF, otherwise it is ON)
When the user hovers over the Filter pin the message appears based on the pin state, when it is OFF: Add to Quick Filters, when it is ON: Remove from Quick Filters
According to the action, the corresponding Filter appears or is removed from the Quick Filter Bar.
The order of the Quick Filters on the Quick Filter Bar follows the order of the filters in the Filter pop-up, so if the filter order changes the Quick Filter order in the Quick Filter bar also changes. The order also follows the Global and Personal Filters order: Globals are first, then the Personals.
Filter pin is unavailable in Filter Groups' filters, only for the Filter Group.
Filter pop-up
The Filter Ellipsis in Filter pop-up menu has a few new functionalities, including the existing items: Remove, Duplicate, and Turn into Group.
In the new Filter Ellipsis menu, the menu items have the following order (check the design) and functions:
Separate feature: Duplicate: the functionality stays the same; it will duplicate the existing filter. Every duplicated filter will be created on the same level (if the Filter Group filter is duplicated, it will be created in the same Filter Group)
Turn into Group: the functionality is the same, it will turn the Filter into a Filter Group.
Separate feature: Move to Personal: this menu item is only available in the Global Filters section (both for Filters and Filters Group). It moves the Filter or the Filters Group to the Personal Filter section.
Separate feature: Move to Global: this menu item is only available in the Personal Filters section (both for Filters and Filters Group). It moves the Filter or the Filters Group to the Global Filter section.
Set Name…: this is where the user can set a specific name, icon, color, and description. It works similarly to text field creation, extending an Emoji/Icon-color setting. The Description is optional, and it will be visible by hovering over the Quick Filter button. The Default is based on existing filter condition: Name is not Acid or Owner is Me
Pin/Unpin: this is the same functionality as the Filter pin in the Filter pop-up and the Quick Filter pop-up. When the Filter or the Filter group is pinned, the menu item will unpin, and vice versa. Only the highest level of the Filters which are in AND relations can be pinned/unpinned.
The filter cannot be edited while it is pinned. The creator first has to unpin it, make the changes, and then pin it again. It is important to note that these changes will affect all user behavior and delete all user-specific settings connected to that filter.
Disable/Enable: This menu item allows the user to turn on and off the filter for testing and other purposes. If the Filter is disabled, it is not part of the filter calculation.
Remove: this functionality is identical to the existing one; only the place and visual changed. 🦄 Separate feature: Since there is no undo, the Remove option asks for confirmation (we have an existing pattern for this).
Quick Filter Bar
The Quick Filter Bar is only available when any Filters are Pinned.
If no filters are pinned, the Quick Filter Bar does not exist (collapse to save the space), and there is no placeholder.
the Global and Personal Quick Filters are separated visually
Quick Filter bar can be wrapped into multiple lines if there is not enough space for the Quick Filters
Reset all button is available next to the last Quick Filter when the user changes the default settings of the pinned Global Filter or any pinned Personal Filter is ON
Live updates are expected to work for this area - so once creator pins new filter or unpins any, then it should appear for all users without page refreshing
Quick Filter
Quick Filters are on the Quick Filters Bar if any Filters are enabled.
There is always an icon for the Quick Filters. The default icon is the field icon of Filter and the filter icon for Group Filter.
The user can change the icon in the "Set Name" menu item in the Filter Ellipsis menu or by clicking on the pencil in the Quick Filter pop-up. ❓ is the Pencil the right icon for set names? It is more like an Edit.
When the icon is removed, the default icon will be used again.
The Quick Filters can be disabled or enabled, providing the same functionality as the Ellipsis menu.
When the user clicks on the Quick Filter, it will Enable/Disable it.
The Enable/Disable options are visually different.
❓ The Quick Filters' Enable/Disable state affects the Filter pop-up settings for Personal Filters and indicates changes from the default for Global filters.
When hovering over the Quick Filter, it will display the alternative state, but it will only be activated upon clicking.
The > icon is available on any FIlters (not on Filter Groups) when it is Enabled.
Quick Filter pop-up
this is a one-filter version of the Filter pop-up.
The LHS cannot be changed.
There is no Group Filter version of this pop-up. (but it can pinned)
Per user Persistency
The Enable/Disable option by clicking on Quick Filters is persistent per user, so it will remain even after the user exits.
When the Quick Filters from Quick Filters are not in the default settings, a "Reset all" button appears to help the user restore everything to the default setting.
Scenario I.
The creator creates a Global filter: [Filter 1 ON] AND [Filter 2 OFF] AND [Filter 3 ON] as the default view.
The user changes it to [Filter 1 ON] AND [Filter 2 OFF] AND [Filter 3 OFF], and this is their own settings
The creator decided to change the Global filter to [Filter 1 OFF] AND [Filter 2 OFF] AND [Filter 3 ON].
It will not change the user filters preset, but when it initiates the Reset all action, it will return to the current default settings in Step 3.
If the new default view that the creator created is the same, the Reset all action is no longer available because the default view is identical to the user view.
❓ What happens if the creator uses the quick filters? The default settings should be set in the Filter pop-up only, so the creator can use the quick filters just like other users.
Scenario II.
The creator creates a Global filter as a default view:
[Filter: Project = "new" – OFF] AND [Filter: Project = "in progress" – ON] AND [Filter: Project = "done" – OFF]
The user changes it to its own setting
[Filter: Project = "new" – OFF] AND [Filter: Project = "in progress" – OFF] AND [Filter: Project = "done" – ON]
The creator decided to change the Global filter to
[Filter: Project = "new" – OFF] AND [Filter: Project = "in progress" – ON] AND [Filter: Project = "canceled" – OFF]
The user will get the following sets:
[Filter: Project = "new" – OFF] AND [Filter: Project = "in progress" – OFF] AND [Filter: Project = "canceled" – OFF] because the 3rd filter is new and started with a default state.
When the user initiates the Reset all action, it reset to the Step 3 settings:
[Filter: Project = "new" – OFF] AND [Filter: Project = "in progress" – ON] AND [Filter: Project = "canceled" – OFF]
Access control
The Quick Filter Access control is inherited from the Filter Access control.
If the user can create/modify/delete the Global filter, s/he can pin/unpin the Global Filter or Global Filter Group and can set/edit the name of it in the Quick Filter pop-up: in short, they can access the Pin and the Pencil icon on the Quick Filter pop-up
If the user cannot access the Global Filter settings, s/he can only Enable and Disable it by clicking on it.
The corresponding user has full access to their Personal Filters.
View Duplication
View Restore
Preview
Phasing
Release One: change the Filter pop-up functionalities by introducing the
Release Two: introduce the Quick Filter without Quick Filter pop-up for Global and Personal filters
Pin/Unpin filters
Set Names
Release Three: Quick Filter pop-up
References
https://www.youtube.com/watch?v=pHrWtOn7czg
https://youtu.be/EWoz404YIeU?si=SauNIBMQDkmgb8dx
https://www.youtube.com/watch?v=Mdl6M0Xwwmk
