Filter Functionality in circuly

Each tab in circuly (Orders, Subscriptions, Customers, Invoices) has an index page that displays a list (Order list, Subscription List, Customer List etc). 

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You can use filters to segment the list and display the information you want. 

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To filter a list under the given tab:

• Step 1: Click on the filter icon
• Step 2: Select an option under “Field”
• Stel 3: Select a filter criteria
• Step 4: Insert a value
• Narrow the filter criteria (optional)
• Save the filter view (Pro tip) 

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The steps are explained in detail below.

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Pro tip: Saving the filter view

If you would like to save your filter view while you navigate in and out of records, click on the back arrow of the browser instead of the back arrow in the circuly Operations Backend. 

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Steps

1. Click on the filter icon

Click on the filter icon to access the filter functionality. 

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2. Select an option under “Field”

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Under “Field” select your desired option. 

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Note: the available options are custom and depend on the tab you are in. For example if you are in the Customers tab then you’ll find the column heading of the Customer List available under the “Field” option. 

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3. Select filter criteria

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The next step is to select an “Option” to set a criteria for the selected “Field”. 

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Available options:

• Contains
• Excludes
• Matches
• Date or Date range

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Note: When working with the date range option, click once on your desired date to only select a date and not a date range. After clicking on the date click on the “ok” button to save your selection. 

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Click a second time on another date to set a range and click on the “ok” button to save your selection.

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4. Add a value 

The last step is to add a value for your selected “Field” and filter criteria. 

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Note: In case of Field options related to date or date range, the “Option” and “Value” input fields are not displayed as the date or the date range is the option and the value itself. 

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Instructions on input in the "Value" field

The input in the "Value" field is simply what you see under the various columns. For example if you are creating a filter for Create date, Start date, end date etc., then the possible value is a date or a date range. If you are filtering by status, then the possible value are the different status options such as Active, Swapped, Cancelled etc. For fields like Auto renewed, the possible values are FALSE and TRUE.

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Narrow the filter

You can further narrow down on the filter to get more specific information by clicking on the + ADD FILTER button. 

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Note: You cannot use the same Field option to narrow the results. You must use two different Field options.

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After clicking on the + ADD FILTER button continue by selecting a “Filter”, defining an “Option” and adding a “Value”. 

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