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Overview

Global Filters enable users to apply a single filter across all widgets in a workspace, providing consistent, cross-functional data views without manually filtering each widget individually. Key Capabilities:
  • Unified Filtering - One filter affects all compatible widgets simultaneously
  • Field Mapping - Map organization-level fields to app-specific fields for consistent filtering
  • Real-Time Updates - Widgets refresh automatically when filter criteria change
  • Multi-Criteria Selection - Filter by company, date range, region, status, or other dimensions
Global Filters operate through three tiers: org admins define global fields, app admins map those fields to app data, and end users apply filters from a workspace filter bar.

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Organization-Level Field Definitions

Org admins create global field definitions that serve as the foundation for cross-app filtering. To access: Navigate to Organization Settings > Platform > Field Mappings

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Managing Field Definitions

Click Add Field to create a new global field with:
PropertyDescription
Field NameDescriptive name (e.g., “Company”, “Region”, “Fiscal Quarter”)
TypeData type (Text, Number, Date, Dropdown, etc.)
DescriptionExplanation of what this field represents
The Field Mappings table displays all defined fields with their name, type, description, and number of mapped apps. Use the search bar to filter by field name, description, or app. To edit a field, click the pencil icon on the row, update the name or description, and click Apply.

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App-Level Field Mappings

App admins connect organization fields to specific fields within their apps. To access: Navigate to your app’s Configuration > Field Mappings

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Mapping Fields

The interface displays organization fields with a dropdown for each. Select the corresponding app field from the dropdown to create a mapping. If the selected app field type doesn’t match the organization field type, an error icon appears indicating the issue. Use the search bar to find specific mappings. Select a different app field from the dropdown to change an existing mapping.

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Using Global Filters

The global filter bar appears at the top of workspaces with filter dropdowns for each configured dimension.

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Applying Filters

  1. Select criteria from available filter dimensions (Company, Date Range, Region, Status, etc.)
  2. Choose multiple values within a filter using multi-select
  3. Combine multiple filters—they work together using AND logic
When you apply or change a filter, all compatible widgets update in real-time to reflect the selected criteria.
Widgets without field mappings for a particular filter dimension will not be affected by that filter.

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Clearing Filters

  • Click the X on individual filter pills to remove specific filters
  • Use Clear All to reset all filters and return to an unfiltered view

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Best Practices

For Org Admins:
  • Use clear, consistent field names that all teams understand
  • Provide detailed descriptions for each field
  • Choose data types that work across the majority of apps
For App Admins:
  • Map all relevant organization fields to your app
  • Test that global filters produce expected results
For End Users:
  • Start with fewer filters and add criteria incrementally
  • Remember that widgets without mappings won’t respond to certain filters
  • Clear filters when starting new analysis

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Setup Guide

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Prerequisites

Before setting up global filters, ensure you have:
  • Org Admin access for creating organization-level field definitions
  • App Admin access for the apps you want to enable for global filtering
  • An understanding of which fields should be filterable across your organization

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Step 1: Create Organization-Level Fields

1

Navigate to Field Mappings

  1. Click on Organization Settings in the main navigation
  2. Select Platform from the settings menu
  3. Click the Field Mappings tab
2

Plan Your Global Fields

Before creating fields, identify the common dimensions your organization needs to filter across:
Field NameTypeExample Use
CompanyDropdownFilter all data by customer/company
RegionDropdownGeographic segmentation
Date RangeDateTime-based analysis
StatusDropdownFilter by record status
DepartmentDropdownOrganizational unit filtering
Product LineDropdownProduct-specific views
3

Create Field Definitions

For each global field:
  1. Click the Add Field button
  2. Enter a Field Name using clear, organization-wide terminology
  3. Select the appropriate Type for the data (Text, Dropdown, Date, Number)
  4. Add a Description explaining the field’s purpose and expected values
  5. Click Apply to save
Choose field types carefully. Changing a field type after apps have created mappings may cause compatibility issues.

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Field Naming Best Practices

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Step 2: Configure App-Level Mappings

1

Access App Field Mappings

  1. Navigate to your app
  2. Open the Configuration section
  3. Select the Field Mappings tab
You’ll see a list of all organization-level fields available for mapping.
2

Map Organization Fields to App Fields

For each organization field that applies to your app:
  1. Locate the organization field in the list
  2. Click the dropdown on the right side
  3. Select the corresponding field from your app
Organization FieldApp Field (Sales App)App Field (Support App)
CompanyAccount_NameCustomer
RegionSales_TerritorySupport_Region
StatusDeal_StageTicket_Status
Date RangeClose_DateCreated_Date
3

Resolve Type Mismatches

If you see an error icon next to a mapping:
  1. Check the organization field type
  2. Compare with your selected app field type
  3. Either select a different app field with a compatible type, or request the org admin to adjust the organization field type
Type mismatches occur when, for example, an organization field is defined as “Date” but the app field is “Text”. The filter may not work correctly until types align.
4

Test Your Mappings

After configuring mappings:
  1. Navigate to a workspace containing widgets from your app
  2. Apply a global filter for a mapped field
  3. Verify that your app’s widgets update correctly
  4. Test with different filter values to confirm consistent behavior

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Troubleshooting

Symptoms: Applying a global filter doesn’t change widget dataSolutions:
  1. Verify the app has a field mapping for this filter dimension
  2. Check for type mismatch warnings in the app’s Field Mappings
  3. Confirm the widget displays data from the mapped field
  4. Ensure you have permission to view the filtered data

Filtering Fundamentals

Learn about basic filtering concepts and operators

Analytics

Create dashboards that work with global filters

Tables

Understand how data sources connect to global filtering

Roles & Permissions

Configure admin access for field mapping configuration