Enforce Column Filter Value Search

Column filters with a high number of distinct values have an impact on list view performance and usability. A solution is to stop distinct values being loaded when users open the column filter, to enforce a search for matching column filter options and to limit the number of matching values returned to 1000. This solution can be applied to selected column filters on request. It can be particularly useful for project or resource name columns, for example.

Note:

This feature is built in for the Tasks column filter. To show the list of options in the Tasks column filter, type at least 3 characters in the search box and press Enter.. It is optional for all other column filters.

To stop distinct value dropdown options being loaded for selected column filters:

  1. Identify and list the column filters with high number of distinct value dropdown options.

  2. Contact OpenAir Customer Support and ask for the Enforce column filter value search feature to be enabled for the column filters identified in step 1.

    Note:

    This setting will apply to the specified column filters across all list views on your account.

This performance optimization feature modifies the user interaction for the specified column filters:

  1. When clicking the column filter dropdown, a message appears instead of the usual dropdown options.

  2. To show the list of options, type at least 3 characters in the search box and press Enter. OpenAir returns a list of up to 1000 values containing your search string.

  3. If there are more than 1000 matching values in the database, only the first 1000 values are returned as search results and a message appears above the search results. Refine your search until there are less than 1000 matching values.

  4. To filter the list of values returned by your last search, type any number of characters in the search box BUT do not press Enter. The list of values is filtered as you type with matching strings highlighted in bold.

    Note:

    Filtering as you type only takes into account the values returned by your last search. If your initial search matched more than 1000 values in the database, only the first 1000 values were returned and are available for filtering. Other matching values may exist in the database but are excluded as there were not returned in the last search. You should refine your search until there are less than 1000 matching values (step 3) before filtering the search results.

  5. Select the desired options to set the column filter.