Adding a Simple Filter

IT Asset Management (Cloud)

The simple filter is a quick way to reduce the number of rows showing in a list, letting you focus on the items you want.

The simple filter control sits at the top left of each listing, immediately under the page title. Some listing pages have default filters applied to them (for example, Under-Consumed Licenses), while other pages are unfiltered (for example, All Licenses). The control shows:
  • Any current setting(s) applied to the filter engine, whether using the simple filter controls or any of the alternatives
  • An Add filter control, where you can extend a filter with additional rules (or create a new filter with its first rule).
Tip: If the current list is the result of a database search, the search terms are also displayed in the simple filter control. This helps you see all the restrictions on your available data in the one place.

To manage simple filters:

  1. In the simple filter area (beneath the page title), click Add filter.
    A default rule editor appears, showing two places where you can Select a value. The first of these (on the left) is to choose a column from the list to test with your filter, and the second is to set the value to use in the test. There is also a large X icon if you wish to cancel this process.
  2. On the left side, choose a column from the options provided.
    The simple filter displays only a subset of the columns available in the main list on this page (the ones where you can pick from a list of possible values). To use other columns in your filter, use either the header filter or the advanced filter (see Using the Header Filter or Creating an Advanced Filter).
    Tip: Some columns where you might enter text in other places are presented here as a list of choices. For example, in lists of licenses, the Publisher column is available in the simple filter, and you can only pick from the list of publishers already available in the unfiltered list of licenses you are looking at.
  3. On the right end of the simple filter control, select one or more of the approved values for your chosen column. (Multiple values are treated as logical-OR choices, equivalent to "any of".)
    Tip: In addition to the list of normal values, look out for Is empty to find rows in your list where your chosen column is blank.
    Note: If there are more than 50 choices available, only the 'top 50' are shown. The top 50 are the values that appear most often. For example, if you are filtering for Publishers in the list of All Applications, only the 50 publishers with the largest number of applications are shown. Whenever any possible values have been omitted from the options, an additional option Other is available at the end of the drop-down list. This selects all the values not present in the drop-down list.
    When you have made at least one choice, a blue check (tick) icon appears at the right of the simple filter control.
  4. When satisfied with your selection(s), click the blue check icon to apply your filter.
    The list is shortened, showing only the rows that match your filter so far. The current setting is shown in the simple filter control in a gray box, with a X icon on its right end. You can clear this individual filter rule by clicking the X icon.
  5. You may add other columns to your filter for more complex situations. Simply click Add filter again and repeat the process as often as required.
    All rules in the simple filter are processed as a logical AND, and must all be satisfied for records to be displayed in the list. Each filter rule is shown in its own gray box, and can be removed individually.
    Tip: You cannot re-open a simple filter rule to change the values. Instead, delete (X) the rule, and re-create it. You cannot specify wildcards with simple filters. To use wildcards, use the header filter (see Using the Header Filter) or create an advanced filter. For more information, see Creating an Advanced Filter


Your manager says, "How many licenses do we have for our big three publishers where we are not compliant?" Because the simple filter does not have settings for "Is not", you choose all the other values except Compliant for your filter.

IT Asset Management (Cloud)