Filter the Topics and Actions tables

Use the Select Filter button and the Filter buttons on the Filter bar to filter the content of the Topics and Actions tables.

The topics that appear in the Topics and Actions tables are those you can work with and that correspond to your View items for selection at the top of the Topic Management page. You can further filter the topics using the Select Filter button to apply additional filters to the table.
  1. In the left navigation pane, click the Topic Management icon (Topic Management icon).
  2. Click the Topics or Actions tab.
  3. To add or remove filter buttons from the Filter bar, click the Select Filter button (Select Filter button) at the top left of the Filter bar. Check a filter to add it to the bar. Uncheck a filter to remove it from the bar. The filter choices include: Project, Assigned To, plus a set of fields that are configured in the topic workflow configuration to appear as filter fields.
    • The Current State filter always appears on the Filter bar of the Topics table. The Action State filter always appears on the Actions Table. You can't remove these filters, but you can change their values.
    • You can add as many filters as you want.
    • Each filter impacts the topics or actions shown in the table.

    Note:

    If the graph displayed in the Graph section provides a view of the topics or actions you want to work with, you can click an item and open a menu with these choices:
    • Add to filter: Add the filter to the Filter bar and filter the Topics table.
    • Replace filter: Replace current filters on the Filter bar with the graph selection and filter the Topics table.
  4. To assign the values for a filter, click the filter, select values for the filter, then click Apply. Each filter value you add or remove impacts the topics or actions shown in the table. As you modify filter values, the number of topics or actions shown may be changed significantly.

    There are different types of filters. This means that possible values differ depending on field type associated with the filter. For a filter to be available, administrators must define topic and action fields as filterable in the topic workflow configuration. See Edit a field.

    • Current State or Action State: You can pick all open or closed states or select individual state values. The default setting is all open states. All Open or All Closed states appear as a toggle that you can turn on and off. When on, all states are included. When off, you can select individual states by selecting their check box.

      The individual state check boxes vary based on set of states in the current filtered topics or actions. The All Open or All Closed state toggles always include all open or closed states, even the states that are not currently represented in the topics or actions table. If more than one state is available, Select All/Deselect All is available. Clicking this either selects or deselects all the check boxes grouped underneath.

    • Assigned to: The values are grouped by work team and user. You can pick multiple work teams and users.
    • String and integer fields: Available values depend on how the field is defined in the topic workflow configuration. You can pick multiple values.
    • Date fields: From the Select Filter button, select the check box for an action or topic field that relates to a date; for example, Planned Completion Date. Enter a range of dates in the From and To text boxes or select the From and To dates by clicking the Calendar icon Calendar control and selecting a date. Add a single date by making the To and From dates the same.
  5. To clear the values of a filter, click the Filter button, then click the Clear button and the Apply button.
    Clear removes any selected values for the filter. The filter remains on the Filter bar. For state filters, Clear sets the filter to All Open States and All Closed States.
  6. To revert to the previous filter values and dismiss the dialog, click Cancel.
  7. To reset the values of all of the filter buttons back to their defaults, in which no filter values are selected and the Current State/Action State filter is set to All Open States, click the Reset button.

    Note:

    If you log out and then log in again, or change topic workflow configurations, Oracle Empirica Signal remembers your filter selections and the filter values for each topic workflow configuration. This also applies after you log out and log in again.