Filters - General Information

Filters - General Information

Every view in Silverbucket has the FILTERS section available. With filters, you can dictate what data is shown for you in the view. The filters carry over from one view to another after applying them and you can always reset them from the filtering bar, located just below the main navigation bar.


Advanced, simple & quick filters

With advanced and simple filters you can dictate how versatile the filters are. With advanced filters you can build very intricate filtering while the simple filters are more straightforward to use.

Filtering navigation bar

FILTERS: shows you all the available filters in that section. Select the category and click the filter you wish to use from that category in the left column and it will be selected to the right side of the screen.

FILTER SET: shows you all the  filter sets⁠  available to you. By clicking on one, you automatically select those filters in the right side column.

+SAVE NEW FILTER SET: allows you to create a new  filter set⁠ . First, select the desired filters from the left side column and use the filters to your liking. After you are done, click SAVE NEW FILTER SET and you have created a new filter set.

CLEAR FILTERS: resets the current filters to the original, default state of filters. This is handy for starting over at any point and will also be practical when you might be missing some data because of your filters. In the default state of filters you have the following pre-selected filters:
  • PEOPLE > Activity = Active
  • UNASSIGNED > Activity = Active
  • ASSIGNED > Activity = Active
  • PROJECT > Activity = Active
  • TASKS > Activity = Active
  • CUSTOMER > Activity = Active
  • RESOURCING REQUEST > Activity = Active
Archived data is seldom relevant in Silverbucket and therefore by default you are looking for active data.

SHARE FILTERS: After clicking APPLY, this button creates a clickable link to your clipboard which you can share with your colleague who might find use of those specific filters. A bit similar to the Filter Sets, but used more as a one-time-link instead of a recurring need.

QUICK FILTERS: two clickable automated filters, used to get rid of unnecessary data in the view:
  • "EXCLUDE EMPTY GROUPS" which automatically filters out the empty group-level rows in Silverbucket
  • "EXCLUDE UNALLOCATED MEMBERSHIPS" which automatically filters out the empty detailed levels, the membership-level rows in Silverbucket

This sketch cannot currently be displayed in exports

Filtering actions

Two arrows icon: select similar filters for other categories also; can be used to mass-activate all similar filters for each category with an organization node filter, for example.
Disable filter icon: disable / enable this filter
Trashcan icon: remove/deselect filter
Eye icon (shown after some filters are selected): show/hide inactive data

A greyed out filter in the selected filters means the filter is disabled.
A greyed out filter in the left-side listing indicates that it can't be used in this specific view.