Filtering between Active and Inactive Records Within a View

General
1

Good evening. I have built a really robust app for my business but the one thing I find troubling is not being able to toggle between data slices within a single view. For example. I have a table for Work Orders, and two data slices, Active and Inactive. They determine if a project is being worked vs. projects that have been completed.

While on my Card View and seeing my Active projects, is there a way to toggle to the Inactive without having to have a separate views created for each?

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2

Hey @Fox_Design_Works, welcome to the community! :waving_hand:

You can do what you’re talking about using a technique that I call an enhanced dashboard. It consists of having two parts of a dashboard:

  • A control box
  • The display

The idea being that you have the control box with fields that are quick editable, so the user can change the criteria quickly, and then a slice that’s looking at all of these filters and limiting things appropriately.

  • When combined together into a dashboard view, it creates a really nice and seamless filtering mechanism
  • What’s even better is that you have complete control over the filters and how everything works, so you can really customize this to how you want it to be

You can learn more about it here in this video:

Hope it helps!

3

Thank you so much for the info and the warm welcome. Ill look into this further and see if it’s a road we can go down. Im concerned it might be too much for a mobile version but I’ll have to see.

Thank you again!

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